JPMorgan Betabuilders DeveloBBAXETF

13F holders, Q3 2024 (September 30)
98holders +7
22new positions
15sold out
1famous investor
$54.03avg. 13F price*

At the end of Q3 2024, 98 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, up 7 from Q2 2024. 22 opened new positions and 15 sold out. The largest holders were JPMorgan Chase & Co. ($4.1B), Bank of America Corp. ($529.1M) and Municipal Employees' Retirement System of Michigan ($49.2M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$11.5M
Exits15$1.1M

All 13F filers, Q2 2024 → Q3 2024: 433,791 shares bought and 3,249,276 shares sold, net −2,815,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

JPMorgan Chase & Co. 0.33% Reduce -3.8% 75,349,592 $4.1B
Bank of America Corp. 0.05% Add +0.7% 9,792,516 $529.1M
Municipal Employees' Retirement System of Michigan 0.65% No change 910,009 $49.2M
Janus Henderson Group PLC 0.01% Reduce -14.3% 491,655 $26.6M
AIA Group Ltd 0.47% Add +1.1% 340,404 $18.4M
Morgan Stanley 0.00% Reduce -12.8% 256,727 $13.9M
Badgley Phelps Wealth Managers, LLC 0.32% Add +2.8% 251,683 $13.6M
Proquility Private Wealth Partners, LLC 2.74% Add +24.2% 158,406 $8.6M
Financial Management Professionals, Inc. 0.89% New 131,997 $7.1M
UBS Group AG 0.00% Reduce -54.7% 77,660 $4.2M
Jane Street Group, LLC 0.00% Add +1175.6% 56,215 $3.0M
PGIM Custom Harvest LLC 0.06% Add +12.4% 50,458 $2.7M
Syon Capital LLC 0.21% Add +0.9% 44,382 $2.4M
Cwm, LLC 0.01% Add +111.2% 41,626 $2.2M
LPL Financial LLC 0.00% Reduce -0.9% 37,993 $2.1M
Choreo, LLC 0.03% Reduce -2.2% 34,944 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +41.4% 33,745 $1.8M
MML Investors Services, LLC 0.01% Add +1.3% 31,817 $1.7M
Lake Street Advisors Group, LLC 0.05% Reduce -4.4% 21,864 $1.2M
Susquehanna International Group, LLP 0.00% New 20,322 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +119.3% 19,237 $1.0M
Comerica Bank 0.00% Reduce -2.1% 17,639 $953K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -26.2% 17,539 $948K
Corient Private Wealth LP 0.00% Reduce -14.8% 16,616 $898K
Quantinno Capital Management LP 0.01% Add +81.3% 14,526 $785K
Stifel Financial Corp. 0.00% Reduce -18.6% 14,233 $769K
Keel Point, LLC 0.06% No change 13,647 $737K
Wilmington Savings Fund Society, FSB 0.01% New 12,786 $691K
Atlas Capital Advisors Inc. 0.10% Add +26.5% 12,412 $671K
Citadel Advisors 0.00% Reduce -34.8% 9,279 $501K
Blair William & Co. 0.00% Add +0.3% 7,591 $410K
Icon Wealth Advisors, LLC 0.03% New 7,288 $394K
Northern Trust Corp. 0.00% New 7,129 $385K
Wealthspire Advisors, LLC 0.00% Reduce -28.4% 7,000 $378K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.9% 6,634 $358K
Maia Wealth LLC 0.08% New 5,951 $308K
Cresset Asset Management, LLC 0.00% New 5,226 $282K
Raymond James Trust N.A. 0.01% New 5,210 $281K
US Bancorp \de 0.00% Reduce -3.2% 5,037 $272K
Cullen/Frost Bankers, Inc. 0.00% Add +314.0% 5,014 $271K
Inscription Capital, LLC 0.04% No change 4,696 $254K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.1% 4,606 $249K
Cetera Investment Advisers 0.00% New 4,495 $243K
waypoint wealth counsel 0.16% New 4,463 $241K
Kestra Private Wealth Services, LLC 0.00% Reduce -14.6% 4,158 $225K
PNC Financial Services Group, Inc. 0.00% Reduce -10.7% 3,438 $186K
Venturi Wealth Management, LLC 0.01% New 2,566 $139K
Royal Bank of Canada 0.00% Add +21.9% 2,378 $128K
Osaic Holdings, Inc. 0.00% Add +19.6% 1,912 $103K
FMR LLC 0.00% Add +9.9% 1,894 $102K
Bokf, NA 0.00% New 1,705 $91K
Crewe Advisors LLC 0.01% New 1,653 $89K
Mather Group, Llc. 0.00% Add +395.9% 1,195 $65K
Brown Brothers Harriman & Co. 0.00% No change 876 $47K
Bank of Montreal 0.00% Reduce -9.9% 869 $47K
Harbour Investments, Inc. 0.00% Reduce -0.2% 861 $47K
Exchange Traded Concepts, LLC 0.00% New 748 $40K
Franklin Resources Inc. 0.00% No change 651 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 592 $32K
Marquette Asset Management, LLC 0.01% New 581 $31K
FSC Wealth Advisors, LLC 0.02% No change 522 $28K
Wells Fargo & Company 0.00% Reduce -85.8% 518 $28K
Allworth Financial LP 0.00% No change 342 $18K
Jones Financial Companies LLLP 0.00% Add +770.3% 322 $17K
Webster Bank, N. A. 0.00% No change 300 $16K
Private Trust Co. NA 0.00% No change 280 $15K
Spire Wealth Management 0.00% No change 251 $14K
Parallel Advisors, LLC 0.00% No change 224 $12K
Blue Trust, Inc. 0.00% Reduce -67.7% 207 $10K
Archer Investment Corp 0.00% No change 132 $7K
Laurel Wealth Advisors LLC 0.00% New 119 $6K
Fifth Third Bancorp 0.00% Reduce -86.7% 118 $6K
American National Bank & Trust 0.00% New 117 $6K
IFP Advisors, Inc 0.00% Add +323.8% 89 $5K
Farther Finance Advisors, LLC 0.00% Reduce -62.8% 89 $5K
Steward Partners Investment Advisory, LLC 0.00% Add +4050.0% 83 $4K
Atticus Wealth Management, LLC 0.00% No change 72 $4K
M&R Capital Management Inc. 0.00% No change 69 $4K
Beacon Capital Management, LLC 0.00% No change 66 $4K
Avior Wealth Management, LLC 0.00% Reduce -56.3% 62 $3K
NorthRock Partners, LLC 0.00% No change 60 $3K
Coppell Advisory Solutions LLC 0.00% Reduce -1.7% 58 $3K
Covestor Ltd 0.00% Add +17.1% 48 $3K
Hemington Wealth Management 0.00% New 77 $3K
Darwin Wealth Management, LLC 0.00% New 48 $3K
AdvisorNet Financial, Inc 0.00% No change 39 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
McIlrath & Eck, LLC 0.00% Reduce -78.3% 25 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $973
Oarsman Capital, Inc. 0.00% New 15 $810
CoreCap Advisors, LLC 0.00% Reduce -68.1% 15 $810
Eukles Asset Management 0.00% No change 14 $756
Fortis Group Advisors, LLC 0.00% No change 14 $756
Arax Advisory Partners 0.00% No change 13 $715
Frazier Financial Advisors, LLC 0.00% Reduce -7.1% 13 $712
NewEdge Advisors, LLC 0.00% New 13 $702
Granite FO LLC 0.00% New 12 $648
EverSource Wealth Advisors, LLC 0.00% No change 10 $540

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