Institutional Ownership J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 87.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,342
shares
|
$620,679
0.0% of portfolio
|
Q4 2024
Reduced 25.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10,471
shares
|
$526,586
0.01% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,136
shares
|
$409,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
7,910
shares
|
$397,793
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,296
shares
|
$366,915
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,170
shares
|
$360,579
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,009
shares
|
$352,482
0.0% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,921
shares
|
$348,057
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,423
shares
|
$323,012
0.0% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
5,836
shares
|
$293,492
0.02% of portfolio
|
Q4 2024
Reduced 66.73%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
5,800
shares
|
$291,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,761
shares
|
$289,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,499
shares
|
$276,544
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$262,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
5,109
shares
|
$256,931
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,696
shares
|
$236,161
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,510
shares
|
$226,807
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,453
shares
|
$223,941
0.14% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,898
shares
|
$196,030
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,443
shares
|
$173,148
0.0% of portfolio
|
Q4 2024
Added 4048.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,112
shares
|
$156,502
0.0% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,007
shares
|
$151,222
0.0% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,273
shares
|
$114,309
0.0% of portfolio
|
Q1 2025
Added 32.69%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,659
shares
|
$83,431
0.0% of portfolio
|
Q4 2024
Added 89.38%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,653
shares
|
$83,129
0.01% of portfolio
|
Q3 2024
New holding
|