Purchases and Sales Made in Q1 2025 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN BETABUILDERS DEVELO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.97M+ 5.2% |
$191M - $205M
|
80.3M
$4.24B
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
170K+ 46.37% |
$8.18M - $8.76M
|
536K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
137K+ 1.69% |
$6.62M - $7.09M
|
8.26M
$437M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.6KNew |
$4.37M - $4.67M
|
90.6K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.8K+ 5380.04% |
$3.65M - $3.91M
|
77.2K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30.3K+ 222.35% |
$1.46M - $1.57M
|
44K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
29.6K+ 21.43% |
$1.43M - $1.53M
|
168K
$8.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
24.9KNew |
$1.2M - $1.28M
|
24.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.4KNew |
$1.13M - $1.2M
|
23.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8KNew |
$664K - $711K
|
13.8K
$728K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.6K+ 3.2% |
$509K - $545K
|
340K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10K+ 68.2% |
$483K - $517K
|
24.7K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9.87KNew |
$476K - $509K
|
9.87K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.73KNew |
$469K - $502K
|
9.73K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.54K+ 72.68% |
$412K - $441K
|
20.3K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.14KNew |
$392K - $420K
|
8.14K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.16K+ 11.29% |
$297K - $318K
|
60.7K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.62KNew |
$271K - $290K
|
5.62K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.11KNew |
$246K - $264K
|
5.11K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.29KNew |
$207K - $221K
|
4.29K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.59K+ 1.01% |
$125K - $134K
|
260K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 5.79% |
$109K - $116K
|
41.2K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.42K+ 25.5% |
$68.7K - $73.5K
|
7.01K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.07K+ 5.76% |
$51.5K - $55.1K
|
19.6K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 378.21% |
$51.1K - $54.6K
|
1.34K
$70.8K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
981+ 2.85% |
$47.3K - $50.6K
|
35.4K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
560+ 32.69% |
$27K - $28.9K
|
2.27K
$120K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
488New |
$23.5K - $25.2K
|
488
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
331+ 5.75% |
$16K - $17.1K
|
6.09K
$322K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
319New |
$15.4K - $16.5K
|
319
$16.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$14.5K - $15.5K
|
300
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
231+ 4.38% |
$11.1K - $11.9K
|
5.5K
$291K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214+ 428.0% |
$10.3K - $11K
|
264
$13.9K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
145New |
$6.99K - $7.48K
|
145
$7.66K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
139New |
$6.7K - $7.17K
|
139
$7.34K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
128New |
$6.17K - $6.6K
|
128
$6.76K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
83+ 1.06% |
$4K - $4.28K
|
7.91K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
52New |
$2.51K - $2.68K
|
52
$2.75K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
44New |
$2.12K - $2.27K
|
44
$2.32K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33+ 220.0% |
$1.59K - $1.7K
|
48
$2.54K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27New |
$1.3K - $1.39K
|
27
$1.43K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 38.3% |
$868 - $929
|
65
$3.43K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15New |
$723 - $774
|
15
$793
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
11+ 7.28% |
$530 - $567
|
162
$8.56K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6New |
$289 - $310
|
6
$317
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.04% |
$96.4 - $103
|
4.51K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.87% |
$48.2 - $51.6
|
116
$6.13K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 17.65% |
$289 - $310
|
28
$1.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-10- 0.22% |
$482 - $516
|
4.45K
$235K
|