Institutional Ownership J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 91.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
139
shares
|
$7,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
132
shares
|
$7,211
0.0% of portfolio
|
Q2 2024
Reduced 20.96%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
128
shares
|
$6,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
119
shares
|
$6,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
116
shares
|
$6,337
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
97
shares
|
$5,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
94
shares
|
$5,135
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
69
shares
|
$3,769
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
65
shares
|
$3,550
0.0% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
52
shares
|
$2,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
48
shares
|
$2,622
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
48
shares
|
$2,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
44
shares
|
$2,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
39
shares
|
$2,130
0.0% of portfolio
|
Q4 2023
Reduced 89.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32
shares
|
$1,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
28
shares
|
$1,529
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
27
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
25
shares
|
$1,365
0.0% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
23
shares
|
$1,256
0.0% of portfolio
|
Q1 2025
Reduced 79.82%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
18
shares
|
$983
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$764
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
14
shares
|
$764
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
12
shares
|
$655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10
shares
|
$546
0.0% of portfolio
|
Q1 2025
Reduced 98.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$546
0.0% of portfolio
|
Q3 2023
New holding
|