JPMorgan Betabuilders DeveloBBAXETF

13F holders, Q1 2025 (March 31)
96holders −5
19new positions
26sold out
1famous investor
$48.65avg. 13F price*

At the end of Q1 2025, 96 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, down 5 from Q4 2024. 19 opened new positions and 26 sold out. The largest holders were JPMorgan Chase & Co. ($3.9B), Bank of America Corp. ($402.1M) and Municipal Employees' Retirement System of Michigan ($44.3M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions19$9.4M
Exits26$3.6M

All 13F filers, Q4 2024 → Q1 2025: 4,653,405 shares bought and 179,319 shares sold, net +4,474,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

JPMorgan Chase & Co. 0.30% Add +5.2% 80,315,558 $3.9B
Bank of America Corp. 0.04% Add +1.7% 8,264,173 $402.1M
Municipal Employees' Retirement System of Michigan 0.56% No change 910,009 $44.3M
Janus Henderson Group PLC 0.01% Add +46.4% 535,792 $26.2M
AIA Group Ltd 0.41% Add +3.2% 340,074 $16.5M
Morgan Stanley 0.00% Add +1.0% 260,196 $12.7M
Badgley Phelps Wealth Managers, LLC 0.28% Reduce -0.9% 242,666 $11.8M
Proquility Private Wealth Partners, LLC 2.51% Add +21.4% 167,548 $8.2M
Jane Street Group, LLC 0.01% New 90,572 $4.4M
UBS Group AG 0.00% Reduce -5.8% 86,274 $4.2M
Wells Fargo & Company 0.00% Add +5380.0% 77,159 $3.8M
PGIM Custom Harvest LLC 0.07% Add +11.3% 60,686 $3.0M
Keel Point, LLC 0.17% Add +222.3% 43,991 $2.1M
Syon Capital LLC 0.16% Add +5.8% 41,226 $2.0M
Choreo, LLC 0.03% Add +2.9% 35,412 $1.7M
LPL Financial LLC 0.00% Reduce -44.2% 31,451 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -2.5% 29,534 $1.4M
MML Investors Services, LLC 0.00% Reduce -6.4% 28,759 $1.4M
Old National Bancorp 0.03% New 24,851 $1.2M
GWN Securities Inc. 0.07% New 23,357 $1.2M
Atlas Capital Advisors Inc. 0.15% Add +68.2% 24,717 $1.2M
Quantinno Capital Management LP 0.01% Add +72.7% 20,295 $987K
Comerica Bank 0.00% Add +5.8% 19,630 $955K
Stifel Financial Corp. 0.00% No change 14,383 $700K
Envestnet Asset Management Inc. 0.00% New 13,782 $671K
Corient Private Wealth LP 0.00% Reduce -4.4% 11,796 $574K
Wilmington Savings Fund Society, FSB 0.01% No change 10,471 $509K
Circle Wealth Management, LLC 0.01% New 9,871 $480K
Creative Planning 0.00% New 9,729 $473K
Ballentine Partners, LLC 0.01% New 8,136 $396K
Blair William & Co. 0.00% Add +1.1% 7,910 $385K
Icon Wealth Advisors, LLC 0.03% No change 7,170 $349K
Cetera Investment Advisers 0.00% Add +25.5% 7,009 $341K
Wealthspire Advisors, LLC 0.00% Reduce -1.1% 6,921 $337K
Citadel Advisors 0.00% Reduce -82.4% 6,773 $330K
Raymond James Financial Inc. 0.00% Add +5.8% 6,092 $296K
Dorsey & Whitney Trust CO LLC 0.02% No change 5,836 $284K
Douglass Winthrop Advisors, LLC 0.01% New 5,618 $273K
US Bancorp \de 0.00% Add +4.4% 5,499 $268K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.9% 5,338 $260K
Cloud Capital Management, LLC 0.18% — 5,109 $248K
Inscription Capital, LLC 0.04% — 4,696 $226K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.0% 4,510 $219K
waypoint wealth counsel 0.14% Reduce -0.2% 4,453 $217K
HRT Financial LP 0.00% New 4,289 $208K
FMR LLC 0.00% Add +62.2% 3,998 $195K
Steward Partners Investment Advisory, LLC 0.00% No change 3,443 $168K
PNC Financial Services Group, Inc. 0.00% Reduce -1.6% 3,007 $146K
Royal Bank of Canada 0.00% Reduce -24.5% 2,350 $115K
Osaic Holdings, Inc. 0.00% Reduce -69.4% 2,273 $111K
Brown Brothers Harriman & Co. 0.00% No change 1,659 $81K
Crewe Advisors LLC 0.01% No change 1,653 $80K
Armstrong Advisory Group, Inc. 0.01% No change 1,366 $67K
Private Trust Co. NA 0.01% Add +378.2% 1,339 $65K
Harbour Investments, Inc. 0.00% No change 859 $42K
Cwm, LLC 0.00% Reduce -97.7% 686 $33K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 592 $29K
FSC Wealth Advisors, LLC 0.02% No change 522 $25K
LRI Investments, LLC 0.00% New 488 $24K
Financial Management Professionals, Inc. 0.00% No change 381 $19K
AE Wealth Management LLC 0.00% Reduce -67.8% 322 $16K
Tompkins Financial Corp. 0.00% New 319 $16K
Orion Capital Management LLC 0.01% No change 274 $13K
NewEdge Advisors, LLC 0.00% Add +428.0% 264 $13K
Spire Wealth Management 0.00% No change 251 $12K
Tortoise Investment Management, LLC 0.00% No change 230 $11K
Aventura Private Wealth, LLC 0.00% Add +23.3% 180 $9K
Blue Trust, Inc. 0.00% No change 173 $8K
Mather Group, Llc. 0.00% Reduce -86.4% 166 $8K
NorthRock Partners, LLC 0.00% Add +7.3% 162 $8K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 145 $7K
Bank of Montreal 0.00% New 139 $7K
Archer Investment Corp 0.00% No change 132 $6K
CVA Family Office, LLC 0.00% New 128 $6K
Laurel Wealth Advisors LLC 0.00% No change 119 $6K
Arax Advisory Partners 0.00% Add +0.9% 116 $6K
Transce3nd, LLC 0.00% No change 97 $5K
Farther Finance Advisors, LLC 0.00% No change 89 $4K
CoreCap Advisors, LLC 0.00% Add +38.3% 65 $3K
Coldstream Capital Management Inc. 0.00% New 52 $3K
Jones Financial Companies LLLP 0.00% New 48 $2K
Darwin Wealth Management, LLC 0.00% No change 48 $2K
Bogart Wealth, LLC 0.00% New 44 $2K
AdvisorNet Financial, Inc 0.00% No change 39 $2K
MAI Capital Management 0.00% No change 32 $2K
Aptus Capital Advisors, LLC 0.00% New 27 $1K
McIlrath & Eck, LLC 0.00% No change 25 $1K
Geneos Wealth Management Inc. 0.00% Reduce -79.8% 23 $1K
Covestor Ltd 0.00% Reduce -17.6% 28 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $876
Eukles Asset Management 0.00% No change 14 $681
Fortis Group Advisors, LLC 0.00% No change 14 $681
Granite FO LLC 0.00% No change 12 $584
EverSource Wealth Advisors, LLC 0.00% Reduce -98.6% 10 $487
Medallion Wealth Advisors, LLC 0.00% No change 9 $438
Assetmark, Inc. 0.00% New 6 $292

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