JPMorgan Betabuilders DeveloBBAXETF

13F holders, Q2 2024 (June 30)
91holders −3
15new positions
21sold out
1famous investor
$48.38avg. 13F price*

At the end of Q2 2024, 91 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, down 3 from Q1 2024. 15 opened new positions and 21 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Bank of America Corp. ($470.7M) and Municipal Employees' Retirement System of Michigan ($44.0M). 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 → Q2 2024

InstitutionsTotal Value
New Positions15$2.6M
Exits21$1.8M

All 13F filers, Q1 2024 → Q2 2024: 3,564,153 shares bought and 307,461 shares sold, net +3,256,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

JPMorgan Chase & Co. 0.33% Add +4.4% 78,332,514 $3.8B
Bank of America Corp. 0.05% Add +1.3% 9,728,796 $470.7M
Municipal Employees' Retirement System of Michigan 0.61% No change 910,009 $44.0M
Janus Henderson Group PLC 0.01% Add +8.0% 574,044 $27.8M
AIA Group Ltd 0.48% Add +1.4% 336,874 $16.3M
Morgan Stanley 0.00% Reduce -14.1% 294,494 $14.2M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -1.1% 244,937 $11.9M
UBS Group AG 0.00% Reduce -3.9% 171,482 $8.3M
Proquility Private Wealth Partners, LLC 2.11% Reduce -0.6% 127,570 $6.2M
PGIM Custom Harvest LLC 0.05% Reduce -5.4% 44,899 $2.2M
Syon Capital LLC 0.20% Add +0.0% 43,996 $2.1M
LPL Financial LLC 0.00% Add +20.0% 38,350 $1.9M
Choreo, LLC 0.03% New 35,735 $1.7M
MML Investors Services, LLC 0.01% Add +3.6% 31,396 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -0.0% 23,871 $1.2M
Dorsey & Whitney Trust CO LLC 0.08% Add +116.2% 23,770 $1.1M
Lake Street Advisors Group, LLC 0.05% No change 22,864 $1.1M
Cwm, LLC 0.00% Reduce -59.7% 19,706 $953K
Corient Private Wealth LP 0.00% Add +16.0% 19,503 $944K
Comerica Bank 0.00% Add +10.8% 18,022 $872K
Stifel Financial Corp. 0.00% Reduce -13.8% 17,483 $846K
Citadel Advisors 0.00% Reduce -53.6% 14,229 $688K
Keel Point, LLC 0.06% No change 13,647 $669K
Atlas Capital Advisors Inc. 0.06% Add +198.2% 9,814 $475K
Wealthspire Advisors, LLC 0.01% Add +3.0% 9,778 $473K
OneDigital Investment Advisors LLC 0.01% Reduce -43.0% 8,771 $424K
Quantinno Capital Management LP 0.01% New 8,011 $388K
Blair William & Co. 0.00% Reduce -64.6% 7,571 $366K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.7% 5,878 $284K
Operose Advisors LLC 0.09% No change 5,438 $263K
US Bancorp \de 0.00% Add +2.2% 5,204 $252K
Kestra Private Wealth Services, LLC 0.00% Reduce -11.4% 4,871 $236K
Inscription Capital, LLC 0.04% No change 4,696 $227K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -85.0% 4,601 $223K
Jane Street Group, LLC 0.00% Reduce -95.6% 4,407 $213K
Seven Mile Advisory 0.15% Add +1.1% 4,348 $210K
Old Mission Capital LLC 0.01% New 4,300 $208K
Atria Wealth Solutions, Inc. 0.00% Reduce -12.9% 4,154 $201K
PNC Financial Services Group, Inc. 0.00% Reduce -9.0% 3,850 $186K
Wells Fargo & Company 0.00% Reduce -8.2% 3,642 $176K
International Assets Investment Management, LLC 0.01% New 2,035 $98K
Royal Bank of Canada 0.00% Reduce -77.6% 1,951 $95K
FMR LLC 0.00% Reduce -16.0% 1,723 $83K
Osaic Holdings, Inc. 0.00% Reduce -1.0% 1,598 $77K
Cullen/Frost Bankers, Inc. 0.00% Add +0.0% 1,211 $59K
Wetzel Investment Advisors, Inc. 0.03% No change 1,120 $54K
HHM Wealth Advisors, LLC 0.01% Reduce -88.3% 1,065 $52K
Bank of Montreal 0.00% New 965 $48K
Fifth Third Bancorp 0.00% New 888 $43K
Brown Brothers Harriman & Co. 0.00% Add +589.8% 876 $42K
Harbour Investments, Inc. 0.00% Reduce -0.1% 863 $42K
Franklin Resources Inc. 0.00% New 651 $31K
Blue Trust, Inc. 0.00% No change 641 $31K
Ashton Thomas Private Wealth, LLC 0.00% New 632 $31K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 592 $29K
FSC Wealth Advisors, LLC 0.02% No change 522 $25K
Allworth Financial LP 0.00% New 342 $17K
Webster Bank, N. A. 0.00% Reduce -42.8% 300 $15K
Private Trust Co. NA 0.00% No change 280 $14K
Spire Wealth Management 0.00% No change 251 $12K
Orion Capital Management LLC 0.01% No change 240 $12K
Mather Group, Llc. 0.00% Add +11.1% 241 $12K
Farther Finance Advisors, LLC 0.00% Reduce -26.0% 239 $12K
Parallel Advisors, LLC 0.00% No change 224 $11K
Citigroup Inc. 0.00% Reduce -7.6% 182 $9K
Avior Wealth Management, LLC 0.00% Reduce -2.7% 142 $7K
Archer Investment Corp 0.00% Reduce -21.0% 132 $6K
McIlrath & Eck, LLC 0.00% New 115 $6K
First Horizon Advisors, Inc. 0.00% Add +1.3% 76 $4K
Atticus Wealth Management, LLC 0.00% No change 72 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -79.8% 72 $3K
M&R Capital Management Inc. 0.00% No change 69 $3K
Beacon Capital Management, LLC 0.00% No change 66 $3K
NorthRock Partners, LLC 0.00% Reduce -1.6% 60 $3K
Coppell Advisory Solutions LLC 0.00% — 59 $3K
CoreCap Advisors, LLC 0.00% Reduce -68.0% 47 $2K
Covestor Ltd 0.00% Add +17.1% 41 $2K
AdvisorNet Financial, Inc 0.00% No change 39 $2K
Jones Financial Companies LLLP 0.00% New 37 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
IFP Advisors, Inc 0.00% New 21 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $871
Frazier Financial Advisors, LLC 0.00% New 14 $685
Eukles Asset Management 0.00% No change 14 $677
Fortis Group Advisors, LLC 0.00% No change 14 $677
Arax Advisory Partners 0.00% No change 13 $632
EverSource Wealth Advisors, LLC 0.00% No change 10 $494
O'shaughnessy Asset Management, LLC 0.00% New 2 $97
Steward Partners Investment Advisory, LLC 0.00% New 2 $97
Capital Advisors, Ltd. LLC 0.00% No change 5 $0
Tsfg, LLC 0.00% Reduce -60.0% 8 $0

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