Purchases and Sales Made in Q3 2025 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.59KNew |
$248K - $266K
|
4.59K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.78KNew |
$204K - $219K
|
3.78K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.66K+ 43.39% |
$143K - $154K
|
8.77K
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.26K+ 0.73% |
$68K - $73.2K
|
174K
$9.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
723New |
$39K - $42K
|
723
$40.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
715New |
$38.6K - $41.5K
|
715
$40.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
375+ 398.94% |
$20.2K - $21.8K
|
469
$26.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
302+ 97.11% |
$16.3K - $17.5K
|
613
$34.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
293New |
$15.8K - $17K
|
293
$16.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
135+ 93.1% |
$7.28K - $7.84K
|
280
$15.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
93+ 0.37% |
$5.02K - $5.4K
|
24.9K
$1.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
92New |
$4.96K - $5.34K
|
92
$5.15K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
73New |
$3.94K - $4.24K
|
73
$4.09K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51+ 340.0% |
$2.75K - $2.96K
|
66
$3.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 154.17% |
$2K - $2.15K
|
61
$3.42K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
11New |
$594 - $639
|
11
$616
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 20.51% |
$432 - $464
|
47
$2.63K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20- 15.75% |
$1.08K - $1.16K
|
107
$6K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-160- 81.63% |
$8.63K - $9.29K
|
36
$2.02K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-398- 0.16% |
$21.5K - $23.1K
|
243K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-882- 19.81% |
$47.6K - $51.2K
|
3.57K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-32.1K- 72.81% |
$1.73M - $1.86M
|
12K
$672K
|