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 120 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
61
shares
|
$3,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
51
shares
|
$2,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
49
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47
shares
|
$2,627
0.0% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
45
shares
|
$2,515
0.0% of portfolio
|
Q3 2025
Added 40.63%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
44
shares
|
$2,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
36
shares
|
$2,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
36
shares
|
$2,012
0.0% of portfolio
|
Q3 2025
Reduced 81.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
25
shares
|
$1,397
0.0% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18
shares
|
$1,006
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
18
shares
|
$1,006
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$782
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
14
shares
|
$782
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
12
shares
|
$670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
11
shares
|
$614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10
shares
|
$559
0.0% of portfolio
|
Q1 2025
Reduced 98.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$559
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|