JPMorgan Betabuilders DeveloBBAXETF

13F holders, Q1 2024 (March 31)
94holders
1famous investor
$48.16avg. 13F price*

At the end of Q1 2024, 94 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.6B), Bank of America Corp. ($462.7M) and Municipal Employees' Retirement System of Michigan ($43.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPMorgan Betabuilders Develo
CUSIP
46641Q233
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 94Q1 2024Q2 2024: 91Q2 2024Q3 2024: 98Q3 2024Q4 2024: 101Q4 2024Q1 2025: 96Q1 2025Q2 2025: 115Q2 2025Q3 2025: 112Q3 2025Q4 2025: 138Q4 2025Q1 2026: 151Q1 2026Q2 2026: 139Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$1.2M
Exits22$15.8M

Ownership 94 holders

JPMorgan Chase & Co. 0.32% Add +6.5% 75,025,791 $3.6B
Bank of America Corp. 0.05% Add +18.8% 9,606,626 $462.7M
Municipal Employees' Retirement System of Michigan 0.56% No change 910,009 $43.8M
Janus Henderson Group PLC 0.01% Add +6.7% 531,605 $25.6M
Morgan Stanley 0.00% Add +16.4% 342,623 $16.5M
AIA Group Ltd 0.52% Reduce -2.6% 332,349 $16.0M
Badgley Phelps Wealth Managers, LLC 0.30% Add +20.9% 247,631 $11.9M
UBS Group AG 0.00% Reduce -9.9% 178,447 $8.6M
Proquility Private Wealth Partners, LLC 2.12% Add +9.2% 128,293 $6.2M
Jane Street Group, LLC 0.01% Reduce -15.4% 101,044 $4.9M
Cwm, LLC 0.01% Reduce -34.6% 48,886 $2.4M
PGIM Custom Harvest LLC 0.06% Reduce -11.2% 47,461 $2.3M
Syon Capital LLC 0.20% Reduce -6.6% 43,987 $2.1M
LPL Financial LLC 0.00% Reduce -20.4% 31,966 $1.5M
Citadel Advisors 0.00% Reduce -87.8% 30,700 $1.5M
Robertson Stephens Wealth Management, LLC 0.08% Add +6.2% 30,672 $1.5M
MML Investors Services, LLC 0.01% Add +11.2% 30,313 $1.5M
Rockefeller Capital Management L.P. 0.00% Add +30.8% 23,873 $1.1M
Lake Street Advisors Group, LLC 0.05% No change 22,864 $1.1M
Blair William & Co. 0.00% Add +2.0% 21,380 $1.0M
Stifel Financial Corp. 0.00% Reduce -36.8% 20,281 $977K
Corient Private Wealth LP 0.00% Add +5.6% 16,809 $810K
Comerica Bank 0.00% Reduce -56.3% 16,267 $783K
OneDigital Investment Advisors LLC 0.01% Reduce -37.0% 15,395 $741K
Keel Point, LLC 0.07% No change 13,647 $657K
Susquehanna International Group, LLP 0.00% Reduce -82.6% 11,190 $539K
Dorsey & Whitney Trust CO LLC 0.04% Add +12.3% 10,994 $529K
Wealthspire Advisors, LLC 0.01% Reduce -19.0% 9,490 $457K
HHM Wealth Advisors, LLC 0.07% Reduce -14.5% 9,114 $439K
Royal Bank of Canada 0.00% Reduce -51.9% 8,726 $420K
Icon Wealth Advisors, LLC 0.03% No change 7,489 $361K
Bank of New York Mellon Corp 0.00% New 6,834 $329K
Kestra Private Wealth Services, LLC 0.01% New 5,500 $265K
Operose Advisors LLC 0.09% New 5,438 $262K
US Bancorp \de 0.00% Add +173.5% 5,093 $245K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.4% 4,994 $240K
Retirement Planning Group, LLC 0.02% No change 4,823 $232K
Atria Wealth Solutions, Inc. 0.00% Reduce -9.2% 4,767 $230K
Inscription Capital, LLC 0.04% No change 4,696 $226K
Seven Mile Advisory 0.16% Add +1.6% 4,300 $207K
Commonwealth Equity Services, LLC 0.00% New 4,289 $207K
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 4,229 $204K
Wells Fargo & Company 0.00% Add +45.5% 3,965 $191K
Atlas Capital Advisors Inc. 0.02% Add +87.2% 3,291 $158K
FMR LLC 0.00% Add +12.1% 2,052 $99K
Osaic Holdings, Inc. 0.00% Add +9.6% 1,614 $78K
NewEdge Advisors, LLC 0.00% No change 1,308 $63K
Wetzel Investment Advisors, Inc. 0.03% No change 1,120 $51K
Harbour Investments, Inc. 0.00% No change 864 $42K
Blue Trust, Inc. 0.00% Add +1044.6% 641 $31K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% New 592 $29K
Webster Bank, N. A. 0.00% No change 524 $25K
FSC Wealth Advisors, LLC 0.02% No change 522 $25K
MassMutual Private Wealth & Trust, FSB 0.00% No change 357 $17K
Farther Finance Advisors, LLC 0.00% New 323 $16K
Principal Securities, Inc. 0.00% No change 286 $14K
Private Trust Co. NA 0.00% No change 280 $13K
Spire Wealth Management 0.00% Reduce -35.0% 251 $12K
Orion Capital Management LLC 0.01% No change 240 $12K
Parallel Advisors, LLC 0.00% Reduce -80.4% 224 $11K
Mather Group, Llc. 0.00% New 217 $11K
Citigroup Inc. 0.00% New 197 $9K
Archer Investment Corp 0.00% Add +20.1% 167 $8K
Caldwell Trust Co 0.00% New 152 $7K
CoreCap Advisors, LLC 0.00% New 147 $7K
Avior Wealth Management, LLC 0.00% Add +3550.0% 146 $7K
Private Capital Management LLC 0.00% New 132 $6K
Brown Brothers Harriman & Co. 0.00% Reduce -75.0% 127 $6K
CIBC Private Wealth Group LLC 0.00% Reduce -98.5% 108 $5K
Whittier Trust Co. of Nevada Inc. 0.00% No change 81 $4K
First Horizon Advisors, Inc. 0.00% Reduce -72.8% 75 $4K
Atticus Wealth Management, LLC 0.00% No change 72 $3K
Clearstead Advisors, LLC 0.00% No change 68 $3K
M&R Capital Management Inc. 0.00% No change 69 $3K
Beacon Capital Management, LLC 0.00% New 66 $3K
NorthRock Partners, LLC 0.00% Add +1.7% 61 $3K
Covestor Ltd 0.00% Add +40.0% 35 $2K
Bessemer Group Inc. 0.00% New 37 $2K
Oliver Lagore Vanvalin Investment Group 0.00% New 40 $2K
AdvisorNet Financial, Inc 0.00% No change 39 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
Vima LLC 0.00% Add +153.8% 33 $2K
Tsfg, LLC 0.00% No change 20 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $867
Kathleen S. Wright Associates Inc. 0.00% Add +33.3% 16 $771
Eukles Asset Management 0.00% No change 14 $674
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 14 $674
Global Retirement Partners, LLC 0.00% New 13 $626
Arax Advisory Partners 0.00% No change 13 $623
Granite FO LLC 0.00% New 12 $613
EverSource Wealth Advisors, LLC 0.00% New 10 $467
Assetmark, Inc. 0.00% Reduce -64.0% 9 $433
Financial Gravity Asset Management, Inc. 0.00% No change 2 $99
Capital Advisors, Ltd. LLC 0.00% No change 5 $0

"% of holder's portfolio" is BBAX's weight in each manager's 13F, not the share of JPMorgan Betabuilders Develo the manager owns.