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

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions39$10.2M
Exits24$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
Delos Wealth Advisors, LLC 0.01% No change 191 $11K
Turtle Creek Wealth Advisors, LLC 0.00% New 177 $11K
Harbour Investments, Inc. 0.00% No change 174 $10K
Atlantic Union Bankshares Corp 0.00% No change 168 $10K
Smartleaf Asset Management LLC 0.00% Add +160.3% 164 $10K
Parkside Financial Bank & Trust 0.00% No change 156 $9K
Clearstead Advisors, LLC 0.00% New 152 $9K
Albion Financial Group 0.00% No change 144 $9K
GAMMA Investing LLC 0.00% New 144 $9K
Aventura Private Wealth, LLC 0.00% No change 142 $8K
Arax Advisory Partners 0.00% Add +14.2% 137 $8K
Archer Investment Corp 0.00% No change 132 $8K
CVA Family Office, LLC 0.00% No change 128 $8K
Sound Income Strategies, LLC 0.00% New 125 $8K
Larson Financial Group LLC 0.00% Reduce -0.8% 124 $7K
Angeles Wealth Management, LLC 0.00% No change 116 $7K
Legacy Wealth Managment, LLC 0.00% Add +50.0% 111 $7K
Hantz Financial Services, Inc. 0.00% Add +4.0% 104 $6K
Steward Partners Investment Advisory, LLC 0.00% Add +20.5% 100 $6K
Breakwater Investment Management 0.00% No change 92 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 80 $5K
Lloyd Advisory Services, LLC. 0.00% New 74 $4K
Kingdom Financial Group LLC. 0.00% Add +1.4% 74 $4K
HHM Wealth Advisors, LLC 0.00% No change 73 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 61 $4K
MAI Capital Management 0.00% Reduce -51.7% 57 $3K
Greykasell Wealth Strategies, Inc. 0.00% New 56 $3K
Riverview Trust Co 0.00% New 56 $3K
Covestor Ltd 0.00% Reduce -8.2% 56 $3K
Wilkerson Advisory Group LLC 0.00% New 50 $3K
Inspire Investing, LLC 0.00% No change 43 $3K
AdvisorNet Financial, Inc 0.00% No change 39 $2K
Ancora Advisors LLC 0.00% No change 35 $2K
Activest Wealth Management 0.00% No change 32 $2K
Qube Research & Technologies Ltd 0.00% New 29 $2K
CoreCap Advisors, LLC 0.00% Reduce -70.5% 26 $2K
McIlrath & Eck, LLC 0.00% No change 25 $1K
Vanguard National Trust Co 0.00% — 25 $1K
IFP Advisors, Inc 0.00% New 24 $1K
McGuire Capital Advisors Inc. 0.00% Reduce -14.3% 18 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $1K
Rialto Wealth Management, LLC 0.00% New 17 $1K
Eukles Asset Management 0.00% No change 14 $832
Fortis Group Advisors, LLC 0.00% No change 14 $832
Granite FO LLC 0.00% No change 12 $713
EverSource Wealth Advisors, LLC 0.00% No change 10 $595
Medallion Wealth Advisors, LLC 0.00% No change 9 $535
Rothschild Investment LLC 0.00% New 6 $357
Bartlett & Co. Wealth Management LLC 0.00% New 4 $244
Global Wealth Strategies & Associates 0.00% Reduce -89.5% 2 $119
Russell Investments Group, Ltd. 0.00% No change 1 $59

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