Purchases and Sales Made in Q2 2025 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
172KNew |
$7.35M - $9.42M
|
172K
$9.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
43.4K+ 6326.38% |
$1.85M - $2.37M
|
44.1K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8KNew |
$1.06M - $1.36M
|
24.8K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
15.5K+ 4.57% |
$663K - $848K
|
356K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.85KNew |
$164K - $210K
|
3.85K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.6K+ 65.47% |
$154K - $197K
|
9.1K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.41KNew |
$103K - $132K
|
2.41K
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
807+ 0.33% |
$34.5K - $44.1K
|
243K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
690New |
$29.5K - $37.7K
|
690
$38.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
586+ 19.49% |
$25K - $32K
|
3.59K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
496New |
$21.2K - $27.1K
|
496
$27.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$8.41K - $10.8K
|
197
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
196New |
$8.37K - $10.7K
|
196
$11K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
144New |
$6.15K - $7.87K
|
144
$8.06K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101+ 1.44% |
$4.31K - $5.52K
|
7.11K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$4.27K - $5.47K
|
100
$5.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
74New |
$3.16K - $4.04K
|
74
$4.14K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
74New |
$3.16K - $4.04K
|
74
$4.14K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
71New |
$3.03K - $3.88K
|
71
$3.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
62New |
$2.65K - $3.39K
|
62
$3.47K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$1.71K - $2.19K
|
40
$2.24K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$1.28K - $1.64K
|
30
$1.68K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
17New |
$726 - $929
|
17
$951
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$256 - $328
|
6
$336
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 5.62% |
$213 - $273
|
94
$5.26K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$128 - $164
|
4.51K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 50.0% |
$128 - $164
|
9
$504
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3New |
$128 - $164
|
3
$168
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.08% |
$256 - $328
|
7.9K
$442K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8- 4.94% |
$342 - $437
|
154
$8.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 3.42% |
$470 - $601
|
311
$17.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-92- 5.99% |
$3.93K - $5.03K
|
1.44K
$80.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 67.63% |
$4.01K - $5.14K
|
45
$2.52K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-280- 20.91% |
$12K - $15.3K
|
1.06K
$59.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-617- 5.89% |
$26.3K - $33.7K
|
9.85K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.7K- 20.92% |
$72.7K - $93K
|
6.43K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.52K- 25.94% |
$108K - $138K
|
7.21K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.2K- 37.75% |
$476K - $609K
|
18.4K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-611K- 67.17% |
$26.1M - $33.4M
|
299K
$16.7M
|