JPMorgan Betabuilders DeveloBBAXETF

13F holders, Q4 2025 (December 31)
138holders +26
34new positions
16sold out
$56.30avg. 13F price*

At the end of Q4 2025, 138 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, up 26 from Q3 2025. 34 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($4.7B), Bank of America Corp. ($484.6M) and Janus Henderson Group PLC ($26.4M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions34$7.8M
Exits16$7.1M

All 13F filers, Q3 2025 → Q4 2025: 2,934,722 shares bought and 162,824 shares sold, net +2,771,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

JPMorgan Chase & Co. 0.32% Add +2.8% 83,723,892 $4.7B
Bank of America Corp. 0.04% Add +5.2% 8,606,678 $484.6M
Janus Henderson Group PLC 0.01% Reduce -3.0% 469,480 $26.4M
AIA Group Ltd 0.31% Add +1.1% 372,099 $20.9M
Morgan Stanley 0.00% Add +3.5% 335,577 $18.9M
Municipal Employees' Retirement System of Michigan 0.19% No change 298,785 $16.8M
Badgley Phelps Wealth Managers, LLC 0.26% Add +2.2% 248,517 $14.0M
Atlas Capital Advisors Inc. 1.11% — 176,491 $9.9M
Simon Quick Advisors, LLC 0.43% Add +0.1% 173,706 $9.8M
UBS Group AG 0.00% Add +4.9% 79,998 $4.5M
Jane Street Group, LLC 0.01% New 73,522 $4.1M
Wells Fargo & Company 0.00% Reduce -0.5% 69,033 $3.9M
PGIM Custom Harvest LLC 0.06% Add +11.0% 68,452 $3.9M
LPL Financial LLC 0.00% Add +29.4% 68,126 $3.8M
Syon Capital LLC 0.13% Reduce -5.0% 44,915 $2.5M
Keel Point, LLC 0.15% No change 44,107 $2.5M
Rockefeller Capital Management L.P. 0.00% Add +195.8% 39,140 $2.2M
Choreo, LLC 0.03% Add +4.1% 36,326 $2.1M
Northern Trust Corp. 0.00% New 28,404 $1.6M
Quantinno Capital Management LP 0.00% Reduce -9.4% 25,380 $1.4M
Old National Bancorp 0.02% Reduce -0.4% 24,851 $1.4M
MML Investors Services, LLC 0.00% Add +8.1% 24,817 $1.4M
Robertson Stephens Wealth Management, LLC 0.03% Add +323.9% 19,139 $1.1M
Corient Private Wealth LP 0.00% Add +12.0% 14,096 $794K
Quadrature Capital Ltd 0.01% New 12,673 $713K
Comerica Bank 0.00% Reduce -34.9% 12,050 $678K
Cwm, LLC 0.00% Reduce -2.4% 11,695 $658K
Nolet Wealth Management, LLC 0.33% — 10,638 $599K
Blair William & Co. 0.00% Reduce -12.6% 10,596 $597K
Circle Wealth Management, LLC 0.01% Add +6.8% 10,542 $594K
US Bancorp \de 0.00% Add +8.1% 9,860 $555K
OneDigital Investment Advisors LLC 0.00% Add +7.5% 8,457 $476K
Creative Planning 0.00% Add +14.8% 8,407 $473K
Dorsey & Whitney Trust CO LLC 0.02% No change 8,193 $461K
Cetera Investment Advisers 0.00% Add +2.7% 7,539 $424K
Icon Wealth Advisors, LLC 0.03% Add +0.0% 7,361 $414K
Raymond James Financial Inc. 0.00% Add +3.4% 7,195 $405K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% — 7,012 $395K
Brown Brothers Harriman & Co. 0.00% No change 6,548 $369K
Ballentine Partners, LLC 0.01% No change 6,434 $362K
Pathstone Holdings, LLC 0.00% New 6,284 $354K
FMR LLC 0.00% Add +35.6% 6,221 $350K
Cerity Partners LLC 0.00% Reduce -33.4% 5,844 $329K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.0% 5,515 $310K
Cloud Capital Management, LLC 0.14% No change 5,109 $287K
FSM Wealth Advisors, LLC 0.04% No change 4,588 $258K
Mariner, LLC 0.00% Add +15.9% 4,252 $239K
PNC Financial Services Group, Inc. 0.00% Add +12.2% 4,229 $238K
Ameriprise Financial Inc. 0.00% Add +10.0% 4,139 $233K
Ieq Capital, LLC 0.00% Reduce -6.3% 4,082 $230K
Truist Financial Corp. 0.00% New 3,904 $220K
Stifel Financial Corp. 0.00% Reduce -47.2% 3,798 $214K
Morton Capital Management LLC 0.03% No change 3,775 $213K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,654 $210K
Bayban 0.19% — 3,722 $210K
waypoint wealth counsel 0.07% No change 3,571 $201K
Kestra Advisory Services, LLC 0.00% New 3,023 $170K
Royal Bank of Canada 0.00% Add +5.8% 2,698 $152K
Osaic Holdings, Inc. 0.00% Reduce -9.1% 2,451 $138K
Exchange Traded Concepts, LLC 0.00% Add +1.1% 2,440 $137K
Crewe Advisors LLC 0.01% No change 1,653 $93K
Waverly Advisors, LLC 0.00% New 1,444 $81K
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 +7.1% 1,040 $59K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 840 $47K
BlackRock, Inc. 0.00% Add +230.2% 809 $46K
AE Wealth Management LLC 0.00% Add +31.0% 803 $45K
CIBC Private Wealth Group LLC 0.00% Add +650.0% 735 $41K
Bokf, NA 0.00% New 731 $41K
International Assets Investment Management, LLC 0.00% New 704 $40K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 592 $33K
Farther Finance Advisors, LLC 0.00% Add +4.0% 488 $27K
Wellington Grp LLC 0.01% — 385 $22K
Eastern Bank 0.00% New 385 $22K
Signaturefd, LLC 0.00% New 351 $20K
Avalon Trust Co 0.00% Reduce -50.0% 345 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 295 $17K
Orion Capital Management LLC 0.01% No change 274 $15K
Spire Wealth Management 0.00% No change 251 $14K
NewEdge Advisors, LLC 0.00% Reduce -18.8% 251 $14K
Maseco LLP 0.00% New 216 $12K
Blue Trust, Inc. 0.00% Add +13.9% 197 $11K
Assetmark, Inc. 0.00% Reduce -2.0% 192 $11K
Delos Wealth Advisors, LLC 0.01% No change 191 $11K
Harbour Investments, Inc. 0.00% New 174 $10K
Atlantic Union Bankshares Corp 0.00% New 168 $9K
NFSG Corp 0.00% Add +805.6% 163 $9K
Parkside Financial Bank & Trust 0.00% New 156 $9K
Albion Financial Group 0.00% No change 144 $8K
Aventura Private Wealth, LLC 0.00% Reduce -21.1% 142 $8K
Geneos Wealth Management Inc. 0.00% New 138 $8K
Archer Investment Corp 0.00% No change 132 $7K
CVA Family Office, LLC 0.00% No change 128 $7K
Larson Financial Group LLC 0.00% New 125 $7K
Valley Wealth Managers, Inc. 0.00% New 123 $7K
Franklin Resources Inc. 0.00% New 120 $7K
Arax Advisory Partners 0.00% New 120 $7K
Laurel Wealth Advisors LLC 0.00% New 119 $7K
MAI Capital Management 0.00% Add +162.2% 118 $7K

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

Show all 138 holders