JPMorgan Betabuilders DeveloBBAXETF
13F holders, Q1 2026 (March 31)151holders +13
39new positions
24sold out
1famous investor
$58.17avg. 13F price*
At the end of Q1 2026, 151 institutions reported holding JPMorgan Betabuilders Develo (BBAX) in their 13F filings, up 13 from Q4 2025. 39 opened new positions and 24 sold out. The largest holders were JPMorgan Chase & Co. ($5.0B), Bank of America Corp. ($561.1M) and Janus Henderson Group PLC ($26.5M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $10.2M |
| Exits | 24 | $4.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,874,317 shares bought and 350,426 shares sold, net +2,523,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| JPMorgan Chase & Co. | 0.34% | Add +2.0% | 85,430,252 | $5.0B |
| Bank of America Corp. | 0.04% | Add +9.7% | 9,437,203 | $561.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.2% | 445,283 | $26.5M |
| AIA Group Ltd | 0.32% | Reduce -1.7% | 365,914 | $21.8M |
| Morgan Stanley | 0.00% | Add +8.6% | 364,447 | $21.7M |
| Municipal Employees' Retirement System of Michigan | 0.20% | No change | 298,785 | $17.8M |
| Atlas Capital Advisors Inc. | 1.26% | Add +5.1% | 185,469 | $11.0M |
| Simon Quick Advisors, LLC | 0.47% | Reduce -0.8% | 172,247 | $10.2M |
| LPL Financial LLC | 0.00% | Add +40.8% | 95,947 | $5.7M |
| UBS Group AG | 0.00% | Add +14.5% | 91,616 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 72,544 | $4.3M |
| PGIM Custom Harvest LLC | 0.07% | Add +2.5% | 70,196 | $4.2M |
| Jane Street Group, LLC | 0.00% | Reduce -10.1% | 66,092 | $3.9M |
| Syon Capital LLC | 0.14% | Add +5.5% | 47,391 | $2.8M |
| Citadel Advisors | 0.00% | New | 45,782 | $2.7M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -84.3% | 39,078 | $2.3M |
| Choreo, LLC | 0.03% | Add +0.6% | 36,547 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +40.7% | 35,699 | $2.1M |
| Cwm, LLC | 0.01% | Add +196.0% | 34,615 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.4% | 33,881 | $2.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 26,634 | $1.6M |
| Old National Bancorp | 0.02% | No change | 24,851 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +175.1% | 23,265 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -14.8% | 21,144 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 19,683 | $1.2M |
| Creative Planning | 0.00% | Add +133.8% | 19,654 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.2% | 19,105 | $1.1M |
| Fifth Third Bancorp | 0.00% | New | 16,836 | $1.0M |
| Certuity, LLC | 0.06% | New | 14,765 | $878K |
| Corient Private Wealth LP | 0.00% | Add +17.0% | 16,489 | $852K |
| Circle Wealth Management, LLC | 0.01% | Add +22.2% | 12,882 | $766K |
| FMR LLC | 0.00% | Add +74.9% | 10,879 | $647K |
| Blair William & Co. | 0.00% | Add +1.7% | 10,776 | $641K |
| Nolet Wealth Management, LLC | 0.36% | No change | 10,638 | $632K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,236 | $609K |
| Cresset Asset Management, LLC | 0.00% | New | 8,844 | $526K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,193 | $487K |
| Raymond James Financial Inc. | 0.00% | Add +9.5% | 7,880 | $468K |
| Stephens Inc. | 0.01% | New | 7,776 | $462K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.0% | 7,363 | $445K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 7,484 | $445K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.7% | 6,599 | $392K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,548 | $389K |
| US Bancorp \de | 0.00% | Reduce -33.7% | 6,539 | $389K |
| Ballentine Partners, LLC | 0.01% | No change | 6,434 | $383K |
| Cetera Investment Advisers | 0.00% | Reduce -15.2% | 6,390 | $380K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.8% | 6,048 | $360K |
| Legacy Wealth Advisors, LLC | 0.16% | New | 5,240 | $312K |
| Cloud Capital Management, LLC | 0.13% | No change | 5,109 | $303K |
| Cerity Partners LLC | 0.00% | Reduce -16.3% | 4,889 | $291K |
| Ieq Capital, LLC | 0.00% | Add +18.4% | 4,834 | $287K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 4,588 | $273K |
| Waverly Advisors, LLC | 0.00% | Add +214.8% | 4,546 | $270K |
| Mariner, LLC | 0.00% | Add +3.3% | 4,390 | $261K |
| Seven Mile Advisory | 0.18% | New | 4,201 | $250K |
| HRT Financial LP | 0.00% | New | 3,984 | $236K |
| Morton Capital Management LLC | 0.03% | Add +3.8% | 3,920 | $233K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 3,850 | $229K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,794 | $226K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +351.1% | 3,789 | $225K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,738 | $222K |
| Bayban | 0.19% | No change | 3,722 | $221K |
| waypoint wealth counsel | 0.11% | No change | 3,571 | $212K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,538 | $210K |
| Focus Partners Wealth | 0.00% | New | 3,474 | $207K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 3,401 | $202K |
| Inscription Capital, LLC | 0.02% | New | 3,398 | $202K |
| Osaic Holdings, Inc. | 0.00% | Add +18.5% | 2,904 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.1% | 2,704 | $161K |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 2,649 | $157K |
| Crewe Advisors LLC | 0.01% | No change | 1,653 | $98K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,366 | $81K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,284 | $76K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.9% | 1,122 | $67K |
| Private Trust Co. NA | 0.01% | No change | 1,059 | $63K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 885 | $53K |
| Trust Co. of Toledo NA | 0.00% | New | 856 | $51K |
| Arlington Trust Co LLC | 0.00% | New | 833 | $50K |
| International Assets Investment Management, LLC | 0.00% | Reduce -3.5% | 679 | $41K |
| BlackRock, Inc. | 0.00% | Reduce -17.1% | 671 | $40K |
| AE Wealth Management LLC | 0.00% | Reduce -16.6% | 670 | $40K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 592 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +846.8% | 587 | $34K |
| NewEdge Advisors, LLC | 0.00% | Add +109.6% | 526 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 490 | $29K |
| Franklin Resources Inc. | 0.00% | Add +302.5% | 483 | $29K |
| Wellington Grp LLC | 0.01% | No change | 385 | $23K |
| Advisory Services Network, LLC | 0.00% | New | 371 | $22K |
| Signaturefd, LLC | 0.00% | Add +3.4% | 363 | $22K |
| Avalon Trust Co | 0.00% | No change | 345 | $21K |
| Bank of Montreal | 0.00% | New | 322 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 295 | $18K |
| Mather Group, Llc. | 0.00% | New | 269 | $16K |
| Spire Wealth Management | 0.00% | No change | 251 | $15K |
| Assetmark, Inc. | 0.00% | Add +20.8% | 232 | $14K |
| Allworth Financial LP | 0.00% | Add +275.0% | 225 | $13K |
| Lanark Financial, Inc. | 0.00% | Add +1083.3% | 213 | $13K |
| NFSG Corp | 0.00% | Add +23.3% | 201 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -2.0% | 193 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +433.3% | 192 | $11K |
"% of holder's portfolio" is BBAX's weight in each manager's 13F, not the share of JPMorgan Betabuilders Develo the manager owns.