JPMorgan Betabuilders DeveloBBAXETF
13F holders, Q4 2024 (December 31)101holders +3
16new positions
14sold out
2famous investors
$48.75avg. 13F price*
At the end of Q4 2024, 101 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, up 3 from Q3 2024. 16 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($3.7B), Bank of America Corp. ($396.2M) and Municipal Employees' Retirement System of Michigan ($44.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Betabuilders Develo
- CUSIP
- 46641Q233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $1.3M |
| Exits | 14 | $4.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,114,005 shares bought and 2,097,174 shares sold, net −983,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| JPMorgan Chase & Co. | 0.29% | Add +1.3% | 76,343,665 | $3.7B |
| Bank of America Corp. | 0.04% | Reduce -17.0% | 8,126,787 | $396.2M |
| Municipal Employees' Retirement System of Michigan | 0.61% | No change | 910,009 | $44.4M |
| Janus Henderson Group PLC | 0.01% | Reduce -25.6% | 366,041 | $17.8M |
| AIA Group Ltd | 0.39% | Reduce -3.2% | 329,519 | $16.1M |
| Morgan Stanley | 0.00% | Add +0.3% | 257,607 | $12.6M |
| Badgley Phelps Wealth Managers, LLC | 0.28% | Reduce -2.8% | 244,772 | $11.9M |
| Proquility Private Wealth Partners, LLC | 2.17% | Reduce -12.9% | 137,978 | $6.7M |
| UBS Group AG | 0.00% | Add +17.9% | 91,578 | $4.5M |
| LPL Financial LLC | 0.00% | Add +48.5% | 56,401 | $2.7M |
| PGIM Custom Harvest LLC | 0.05% | Add +8.1% | 54,531 | $2.7M |
| Syon Capital LLC | 0.17% | Reduce -12.2% | 38,971 | $1.9M |
| Citadel Advisors | 0.00% | Add +313.7% | 38,388 | $1.9M |
| Choreo, LLC | 0.02% | Reduce -1.5% | 34,431 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -3.5% | 30,714 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.3% | 30,275 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +45.5% | 29,560 | $1.4M |
| Cwm, LLC | 0.01% | Reduce -30.0% | 29,151 | $1.4M |
| Lake Street Advisors Group, LLC | 0.05% | No change | 21,864 | $1.1M |
| Comerica Bank | 0.00% | Add +5.2% | 18,561 | $905K |
| Atlas Capital Advisors Inc. | 0.09% | Add +18.4% | 14,695 | $716K |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 14,383 | $701K |
| Keel Point, LLC | 0.05% | No change | 13,647 | $665K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -34.5% | 12,593 | $614K |
| Corient Private Wealth LP | 0.00% | Reduce -25.7% | 12,342 | $602K |
| Quantinno Capital Management LP | 0.01% | Reduce -19.1% | 11,753 | $573K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -18.1% | 10,471 | $510K |
| Leo Wealth, LLC | 0.04% | New | 8,576 | $418K |
| Blair William & Co. | 0.00% | Add +3.1% | 7,827 | $382K |
| Osaic Holdings, Inc. | 0.00% | Add +288.1% | 7,420 | $362K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 7,170 | $350K |
| Wealthspire Advisors, LLC | 0.00% | No change | 7,000 | $341K |
| Bessemer Group Inc. | 0.00% | New | 6,985 | $341K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 6,423 | $313K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -66.7% | 5,836 | $285K |
| Renaissance Technologies | 0.00% | New | 5,800 | $283K |
| Raymond James Financial Inc. | 0.00% | — | 5,761 | $281K |
| Cetera Investment Advisers | 0.00% | Add +24.3% | 5,585 | $272K |
| US Bancorp \de | 0.00% | Add +4.6% | 5,268 | $257K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +18.9% | 4,943 | $241K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -2.1% | 4,508 | $220K |
| waypoint wealth counsel | 0.14% | No change | 4,463 | $218K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4048.2% | 3,443 | $168K |
| Royal Bank of Canada | 0.00% | Add +30.9% | 3,112 | $152K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.1% | 3,057 | $149K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,566 | $125K |
| FMR LLC | 0.00% | Add +30.1% | 2,465 | $120K |
| Brown Brothers Harriman & Co. | 0.00% | Add +89.4% | 1,659 | $81K |
| Crewe Advisors LLC | 0.01% | No change | 1,653 | $81K |
| Wells Fargo & Company | 0.00% | Add +171.8% | 1,408 | $69K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 1,366 | $67K |
| Mather Group, Llc. | 0.00% | Add +2.2% | 1,221 | $60K |
| AE Wealth Management LLC | 0.00% | New | 1,001 | $49K |
| Larson Financial Group LLC | 0.00% | New | 941 | $46K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.2% | 859 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6830.0% | 693 | $34K |
| Franklin Resources Inc. | 0.00% | No change | 651 | $32K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 592 | $29K |
| FSC Wealth Advisors, LLC | 0.02% | No change | 522 | $25K |
| Citigroup Inc. | 0.00% | New | 392 | $19K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -99.7% | 381 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 300 | $15K |
| Private Trust Co. NA | 0.00% | No change | 280 | $14K |
| Orion Capital Management LLC | 0.01% | New | 274 | $13K |
| Spire Wealth Management | 0.00% | No change | 251 | $12K |
| Tortoise Investment Management, LLC | 0.00% | New | 230 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -16.4% | 173 | $8K |
| NorthRock Partners, LLC | 0.00% | Add +151.7% | 151 | $7K |
| Aventura Private Wealth, LLC | 0.00% | — | 146 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -97.2% | 142 | $7K |
| Archer Investment Corp | 0.00% | No change | 132 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 119 | $6K |
| Arax Advisory Partners | 0.00% | Add +784.6% | 115 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 114 | $6K |
| Transce3nd, LLC | 0.00% | — | 97 | $5K |
| Allworth Financial LP | 0.00% | Reduce -72.8% | 93 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 89 | $4K |
| Atticus Wealth Management, LLC | 0.00% | No change | 72 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 66 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 62 | $3K |
| Hemington Wealth Management | 0.00% | No change | 77 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -5.2% | 55 | $3K |
| NewEdge Advisors, LLC | 0.00% | Add +284.6% | 50 | $2K |
| Coastline Trust Co | 0.00% | New | 50 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 48 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +213.3% | 47 | $2K |
| Covestor Ltd | 0.00% | Reduce -29.2% | 34 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 39 | $2K |
| MAI Capital Management | 0.00% | New | 32 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 25 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 18 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 18 | $878 |
| Oarsman Capital, Inc. | 0.00% | No change | 15 | $731 |
| Eukles Asset Management | 0.00% | No change | 14 | $683 |
| Fortis Group Advisors, LLC | 0.00% | No change | 14 | $683 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 13 | $650 |
| Granite FO LLC | 0.00% | No change | 12 | $585 |
| Chilton Capital Management LLC | 0.00% | New | 9 | $439 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 9 | $438 |
| Financial Life Planners | 0.00% | — | 7 | $352 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $216 |
"% of holder's portfolio" is BBAX's weight in each manager's 13F, not the share of JPMorgan Betabuilders Develo the manager owns.