Purchases and Sales Made in Q2 2025 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN BETABUILDERS DEVELO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37+ 0.31% |
$1.58K - $2.02K
|
11.8K
$661K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$1.28K - $1.64K
|
30
$1.68K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18New |
$768 - $984
|
18
$1.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
17New |
$726 - $929
|
17
$950
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$256 - $328
|
6
$335
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 5.62% |
$213 - $273
|
94
$5.25K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3New |
$128 - $164
|
3
$168
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$128 - $164
|
4.51K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 50.0% |
$128 - $164
|
9
$503
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.86% |
$42.7 - $54.7
|
117
$6.54K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$42.7 - $54.7
|
11.8K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 14.29% |
$171 - $219
|
24
$1.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.08% |
$256 - $328
|
7.9K
$442K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8- 4.94% |
$342 - $437
|
154
$8.61K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 3.42% |
$470 - $601
|
311
$17.4K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13- 4.92% |
$555 - $710
|
251
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 66.67% |
$768 - $984
|
9
$503
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-40- 83.33% |
$1.71K - $2.19K
|
8
$447
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 76.92% |
$2.13K - $2.73K
|
15
$839
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-92- 5.99% |
$3.93K - $5.03K
|
1.44K
$80.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 67.63% |
$4.01K - $5.14K
|
45
$2.52K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-280- 20.91% |
$12K - $15.3K
|
1.06K
$59.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-365- 1.03% |
$15.6K - $19.9K
|
35K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-448- 0.74% |
$19.1K - $24.5K
|
60.2K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-573- 2.92% |
$24.5K - $31.3K
|
19.1K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-617- 5.89% |
$26.3K - $33.7K
|
9.85K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-799- 13.12% |
$34.1K - $43.7K
|
5.29K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.7K- 20.92% |
$72.7K - $93K
|
6.43K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.52K- 25.94% |
$108K - $138K
|
7.21K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.36K- 97.59% |
$143K - $184K
|
83
$4.64K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4K- 9.1% |
$171K - $219K
|
40K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.14K- 10.05% |
$177K - $226K
|
37.1K
$2.07M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.58K- 62.66% |
$196K - $251K
|
2.73K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.21K- 9.35% |
$308K - $394K
|
69.9K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.3K- 57.7% |
$354K - $454K
|
6.08K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.35K- 10.84% |
$399K - $511K
|
76.9K
$4.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.2K- 37.75% |
$476K - $609K
|
18.4K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-40.3K- 7.53% |
$1.72M - $2.2M
|
495K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-327K- 3.96% |
$14M - $17.9M
|
7.94M
$444M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-611K- 67.17% |
$26.1M - $33.4M
|
299K
$16.7M
|
|