JPMorgan Betabuilders DeveloBBAXETF

13F holders, Q3 2025 (September 30)
112holders −3
19new positions
20sold out
2famous investors
$56.34avg. 13F price*

At the end of Q3 2025, 112 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, down 3 from Q2 2025. 19 opened new positions and 20 sold out. The largest holders were JPMorgan Chase & Co. ($4.6B), Bank of America Corp. ($461.1M) and Janus Henderson Group PLC ($27.3M). 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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions19$1.1M
Exits20$11.0M

All 13F filers, Q2 2025 → Q3 2025: 1,920,770 shares bought and 344,994 shares sold, net +1,575,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

JPMorgan Chase & Co. 0.29% Add +1.9% 81,451,909 $4.6B
Bank of America Corp. 0.03% Add +3.1% 8,183,451 $461.1M
Janus Henderson Group PLC 0.01% Reduce -2.3% 483,977 $27.3M
AIA Group Ltd 0.37% Add +3.5% 367,899 $20.7M
Morgan Stanley 0.00% Add +14.5% 324,081 $18.3M
Municipal Employees' Retirement System of Michigan 0.19% No change 298,785 $16.8M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -0.2% 243,075 $13.7M
Simon Quick Advisors, LLC 0.44% Add +0.7% 173,540 $9.8M
Susquehanna International Group, LLP 0.01% Add +40.4% 80,031 $4.5M
UBS Group AG 0.00% Reduce -0.8% 76,281 $4.3M
Wells Fargo & Company 0.00% Reduce -0.8% 69,353 $3.9M
PGIM Custom Harvest LLC 0.05% Add +2.4% 61,673 $3.5M
LPL Financial LLC 0.00% Add +11.5% 52,651 $3.0M
Syon Capital LLC 0.14% Add +27.5% 47,295 $2.7M
Keel Point, LLC 0.15% Add +10.3% 44,107 $2.5M
Choreo, LLC 0.03% Reduce -0.5% 34,888 $2.0M
Quantinno Capital Management LP 0.00% Add +35.1% 28,030 $1.6M
Old National Bancorp 0.02% Add +0.4% 24,944 $1.4M
Citadel Advisors 0.00% Reduce -69.6% 23,677 $1.3M
MML Investors Services, LLC 0.00% Reduce -25.3% 22,963 $1.3M
Comerica Bank 0.00% Reduce -2.8% 18,517 $1.0M
Renaissance Technologies 0.00% Add +57.8% 14,200 $800K
Rockefeller Capital Management L.P. 0.00% Reduce -28.0% 13,230 $745K
Corient Private Wealth LP 0.00% Add +6.3% 12,582 $709K
Blair William & Co. 0.00% Add +53.3% 12,116 $683K
Cwm, LLC 0.00% Reduce -72.8% 11,987 $675K
Circle Wealth Management, LLC 0.01% No change 9,871 $556K
US Bancorp \de 0.00% Add +0.2% 9,119 $514K
Cerity Partners LLC 0.00% Add +43.4% 8,774 $494K
Dorsey & Whitney Trust CO LLC 0.02% Add +27.6% 8,193 $462K
OneDigital Investment Advisors LLC 0.00% Reduce -68.3% 7,870 $443K
Icon Wealth Advisors, LLC 0.03% Add +0.6% 7,360 $415K
Cetera Investment Advisers 0.00% Add +3.2% 7,339 $414K
Creative Planning 0.00% Add +1.6% 7,321 $412K
Stifel Financial Corp. 0.00% Add +18.1% 7,188 $405K
Raymond James Financial Inc. 0.00% Add +31.5% 6,961 $392K
Brown Brothers Harriman & Co. 0.00% Add +3.4% 6,548 $369K
Ballentine Partners, LLC 0.01% No change 6,434 $362K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.8% 5,404 $304K
Cloud Capital Management, LLC 0.15% No change 5,109 $287K
FSM Wealth Advisors, LLC 0.04% New 4,588 $258K
FMR LLC 0.00% Add +29.9% 4,586 $258K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.0% 4,515 $254K
Ieq Capital, LLC 0.00% Reduce -3.4% 4,354 $245K
Morton Capital Management LLC 0.03% New 3,775 $213K
PNC Financial Services Group, Inc. 0.00% Add +4.9% 3,768 $212K
Ameriprise Financial Inc. 0.00% New 3,764 $212K
Mariner, LLC 0.00% Reduce -11.0% 3,669 $207K
waypoint wealth counsel 0.08% Reduce -19.8% 3,571 $201K
Seven Mile Advisory 0.03% New 3,569 $201K
Osaic Holdings, Inc. 0.00% Reduce -1.3% 2,697 $153K
Royal Bank of Canada 0.00% Reduce -81.1% 2,549 $144K
Exchange Traded Concepts, LLC 0.00% No change 2,413 $136K
Crewe Advisors LLC 0.01% No change 1,653 $93K
Armstrong Advisory Group, Inc. 0.01% No change 1,366 $77K
Private Trust Co. NA 0.01% No change 1,059 $60K
O'shaughnessy Asset Management, LLC 0.00% Add +33.8% 971 $55K
Wealthspire Advisors, LLC 0.00% New 940 $53K
Bank of Montreal 0.00% Add +1753.3% 834 $47K
Tompkins Financial Corp. 0.00% New 723 $41K
Activest Wealth Management 0.01% New 715 $40K
Avalon Trust Co 0.00% No change 690 $39K
Advisory Services Network, LLC 0.00% New 664 $37K
AE Wealth Management LLC 0.00% Add +97.1% 613 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 592 $33K
Farther Finance Advisors, LLC 0.00% Add +398.9% 469 $26K
Fifth Third Bancorp 0.00% Reduce -14.7% 423 $24K
NewEdge Advisors, LLC 0.00% Add +23.1% 309 $17K
Hantz Financial Services, Inc. 0.00% New 293 $17K
Caldwell Trust Co 0.00% No change 287 $16K
Quadrant Capital Group LLC 0.00% New 287 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +93.1% 280 $16K
Orion Capital Management LLC 0.01% No change 274 $15K
Spire Wealth Management 0.00% No change 251 $14K
BlackRock, Inc. 0.00% Add +23.1% 245 $14K
Assetmark, Inc. 0.00% Add +2077.8% 196 $11K
Delos Wealth Advisors, LLC 0.01% No change 191 $11K
Aventura Private Wealth, LLC 0.00% No change 180 $10K
Blue Trust, Inc. 0.00% No change 173 $10K
Russell Investments Group, Ltd. 0.00% New 160 $9K
Steward Partners Investment Advisory, LLC 0.00% Add +77.1% 147 $8K
Albion Financial Group 0.00% No change 144 $8K
Archer Investment Corp 0.00% No change 132 $7K
CVA Family Office, LLC 0.00% No change 128 $7K
Jones Financial Companies LLLP 0.00% Reduce -15.8% 107 $6K
BTG Pactual Asset Management US LLC 0.00% Reduce -39.3% 108 $6K
CIBC Private Wealth Group LLC 0.00% Reduce -36.0% 98 $6K
Breakwater Investment Management 0.00% New 92 $5K
Legacy Wealth Managment, LLC 0.00% No change 74 $4K
HHM Wealth Advisors, LLC 0.00% New 73 $4K
TCTC Holdings, LLC 0.00% New 73 $4K
CoreCap Advisors, LLC 0.00% Add +340.0% 66 $4K
Pacifica Partners Inc. 0.00% No change 62 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 61 $3K
Covestor Ltd 0.00% Add +154.2% 61 $3K
Allworth Financial LP 0.00% New 51 $3K
Principal Securities, Inc. 0.00% New 49 $3K
AdvisorNet Financial, Inc 0.00% Add +20.5% 47 $3K
MAI Capital Management 0.00% Add +40.6% 45 $3K
Bogart Wealth, LLC 0.00% No change 44 $2K
Cardiff Park Advisors, LLC 0.00% New 36 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -81.6% 36 $2K
McIlrath & Eck, LLC 0.00% No change 25 $1K
NFSG Corp 0.00% No change 18 $1K
Lanark Financial, Inc. 0.00% New 18 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $1K
Eukles Asset Management 0.00% No change 14 $789
Fortis Group Advisors, LLC 0.00% No change 14 $789
Granite FO LLC 0.00% No change 12 $676
Global Wealth Strategies & Associates 0.00% New 11 $620
EverSource Wealth Advisors, LLC 0.00% No change 10 $563
Medallion Wealth Advisors, LLC 0.00% No change 9 $507

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