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JPMorgan Betabuilders Develo (BBAX)

CUSIP: 46641Q233 | NYSE | 386 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Financial Management Professionals, Inc.160,411
0.9% of portfolio›$9.9M
Simon Quick Advisors, LLC145,940
0.3% of portfolio›$9.0M
Choreo, LLC36,254
0.0% of portfolio›$2.2M
Badgley Phelps Wealth Managers, LLC20,528
0.0% of portfolio›$1.3M
Certuity, LLC13,832
0.0% of portfolio›$853.4K
Creative Planning11,020
0.0% of portfolio›$679.9K
Nolet Wealth Management, LLC10,638
0.4% of portfolio›$656.4K
Sagespring Wealth Partners, LLC9,523
0.0% of portfolio›$587.6K
Greenwood Gearhart LLC8,375
0.0% of portfolio›$516.7K
FSM Wealth Advisors, LLC4,588
0.0% of portfolio›$279.1K
Morton Capital Management LLC4,250
0.0% of portfolio›$262.2K
Truist Financial Corp4,172
0.0% of portfolio›$257.4K
Curated Wealth Partners LLC3,934
0.0% of portfolio›$242.7K
waypoint wealth counsel3,511
0.1% of portfolio›$216.6K
Y-Intercept (Hong Kong) Ltd3,379
0.0% of portfolio›$208.5K
Wealth Enhancement Advisory Services, LLC3,306
0.0% of portfolio›$201.1K
Exchange Traded Concepts, LLC2,925
0.0% of portfolio›$180.5K
Arlington Trust Co LLC2,745
0.0% of portfolio›$169.4K
Armstrong Advisory Group, Inc1,366
0.0% of portfolio›$84.3K
Creative Financial Designs Inc1,068
0.0% of portfolio›$65.9K
Private Trust Co NA1,059
0.0% of portfolio›$65.3K
Redwood Park Advisors LLC985
0.0% of portfolio›$60.8K
Trust Co of Toledo NA856
0.0% of portfolio›$52.8K
Beacon Investment Advisory Services, Inc.841
0.0% of portfolio›$51.9K
Mather Group, Llc.691
0.0% of portfolio›$42.6K
Farther Finance Advisors, LLC602
0.0% of portfolio›$37.1K
Farmers & Merchants Trust Co of Chambersburg PA592
0.0% of portfolio›$37
Golden State Wealth Management, LLC531
0.0% of portfolio›$32.8K
Assetmark, Inc515
0.0% of portfolio›$31.8K
CX Institutional498
0.0% of portfolio›$31
Private Wealth Management Group, LLC465
0.0% of portfolio›$28.7K
Parallel Advisors, LLC417
0.0% of portfolio›$25.7K
Compass Financial Management LLC376
0.0% of portfolio›$23.2K
Signaturefd, LLC363
0.0% of portfolio›$22.4K
Eastern Bank321
0.0% of portfolio›$19.8K
Ares Financial Consulting, LLC317
0.0% of portfolio›$19.5K
Kingdom Financial Group Llc.279
0.0% of portfolio›$17.2K
Spire Wealth Management251
0.0% of portfolio›$15.5K
Wilmington Savings Fund Society, FSB241
0.0% of portfolio›$14.9K
Provenance Wealth Advisors, LLC236
0.0% of portfolio›$14.6K
Plante Moran Financial Advisors, LLC223
0.0% of portfolio›$13.8K
Blue Trust, Inc.192
0.0% of portfolio›$11.8K
Turtle Creek Wealth Advisors, LLC177
0.0% of portfolio›$10.9K
Nfsg Corp145
0.0% of portfolio›$8.9K
Gamma Investing LLC144
0.0% of portfolio›$8.9K
Larson Financial Group LLC124
0.0% of portfolio›$7.7K
Strengthening Families & Communities, LLC124
0.0% of portfolio›$7.7K
Laurel Wealth Advisors LLC119
0.0% of portfolio›$7.3K
Asset Dedication, LLC118
0.0% of portfolio›$7.3K
Angeles Wealth Management, LLC116
0.0% of portfolio›$7.2K
Harbor Investment Advisory, LLC110
0.0% of portfolio›$6.8K
Root Financial Partners, LLC110
0.0% of portfolio›$6.8K
Archer Investment Corp106
0.0% of portfolio›$6.6K
Breakwater Investment Management92
0.0% of portfolio›$5.7K
CoreCap Advisors, LLC86
0.0% of portfolio›$5.3K
Covestor Ltd53
0.0% of portfolio›$3
Inspire Investing, LLC43
0.0% of portfolio›$2.7K
IFP Advisors, Inc37
0.0% of portfolio›$2.3K
Oakworth Capital, Inc.25
0.0% of portfolio›$1.5K
Team Financial Group, LLC25
0.0% of portfolio›$1.5K
Princeton Global Asset Management LLC24
0.0% of portfolio›$1.5K
Foresight Capital Management Advisors, Inc.22
0.0% of portfolio›$1.4K
Affinity Wealth LLC15
0.0% of portfolio›$930
Eukles Asset Management14
0.0% of portfolio›$864
Granite FO LLC12
0.0% of portfolio›$740
EverSource Wealth Advisors, LLC9
0.0% of portfolio›$555
StyleTurnoverLocationFiled
Financial Management Professionals, Inc.
160,411$9.9M0.9%ETFMediumAustin, TX2026-10-23
Simon Quick Advisors, LLC
145,940$9.0M0.3%ETFLowMorristown, NJ2026-10-26
Choreo, LLC
36,254$2.2M0.0%IndexLowRockford, IL2026-10-28
Badgley Phelps Wealth Managers, LLC
20,528$1.3M0.0%GrowthVery LowSeattle, WA2026-10-22
Certuity, LLC
13,832$853.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Creative Planning
11,020$679.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Nolet Wealth Management, LLC
10,638$656.4K0.4%ETFMediumFort Worth, TX2026-10-15
Sagespring Wealth Partners, LLC
9,523$587.6K0.0%ETFLowFranklin, TN2026-10-22
Greenwood Gearhart LLC
8,375$516.7K0.0%ETFLowFayetteville, AR2026-11-02
FSM Wealth Advisors, LLC
4,588$279.1K0.0%ETFLowCleveland, OH2026-10-27
Morton Capital Management LLC
4,250$262.2K0.0%ETFVery LowCalabasas, CA2026-10-23
Truist Financial Corp
4,172$257.4K0.0%CoreLowCharlotte, NC2026-10-30
Curated Wealth Partners LLC
3,934$242.7K0.0%GARPLowEl Segundo, CA2026-10-15
waypoint wealth counsel
3,511$216.6K0.1%CoreLowAtlanta, GA2026-10-22
Y-Intercept (Hong Kong) Ltd
3,379$208.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Wealth Enhancement Advisory Services, LLC
3,306$201.1K0.0%CoreLowPlymouth, MN2026-10-13
Exchange Traded Concepts, LLC
2,925$180.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Arlington Trust Co LLC
2,745$169.4K0.0%ETFMediumBirmingham, AL2026-10-20
Armstrong Advisory Group, Inc
1,366$84.3K0.0%ETFHighNeedham, MA2026-10-09
Creative Financial Designs Inc
1,068$65.9K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
1,059$65.3K0.0%CoreLowCleveland, OH2026-10-20
Redwood Park Advisors LLC
985$60.8K0.0%ETFVery LowRedwood City, CA2026-11-02
Trust Co of Toledo NA
856$52.8K0.0%GrowthVery LowHolland, OH2026-10-16
Beacon Investment Advisory Services, Inc.
841$51.9K0.0%GrowthLowMorristown, NJ2026-10-13
Mather Group, Llc.
691$42.6K0.0%ETFMediumChicago, IL2026-10-14
Farther Finance Advisors, LLC
602$37.1K0.0%IndexLowSan Francisco, CA2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
592$370.0%GARPLowChambersburg, PA2026-10-14
Golden State Wealth Management, LLC
531$32.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
515$31.8K0.0%ETFLowConcord, CA2026-10-21
CX Institutional
498$310.0%CoreMediumAuburn, IN2026-10-02
Private Wealth Management Group, LLC
465$28.7K0.0%ETFLowPrinceton, NJ2026-10-19
Parallel Advisors, LLC
417$25.7K0.0%IndexLowSan Francisco, CA2026-11-03
Compass Financial Management LLC
376$23.2K0.0%CoreN/ATampa, FL2026-10-30
Signaturefd, LLC
363$22.4K0.0%IndexLowAtlanta, GA2026-10-23
Eastern Bank
321$19.8K0.0%GrowthMediumBoston, MA2026-10-05
Ares Financial Consulting, LLC
317$19.5K0.0%CoreLowCalabasas, CA2026-10-19
Kingdom Financial Group Llc.
279$17.2K0.0%ETFMediumPeoria, AZ2026-11-04
Spire Wealth Management
251$15.5K0.0%GrowthMediumMclean, VA2026-10-30
Wilmington Savings Fund Society, FSB
241$14.9K0.0%CoreLowWilmington, DE2026-10-23
Provenance Wealth Advisors, LLC
236$14.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Plante Moran Financial Advisors, LLC
223$13.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Blue Trust, Inc.
192$11.8K0.0%ETFLowBrentwood, TN2026-10-15
Turtle Creek Wealth Advisors, LLC
177$10.9K0.0%GrowthLowDallas, TX2026-10-15
Nfsg Corp
145$8.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Gamma Investing LLC
144$8.9K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
124$7.7K0.0%GrowthLowSt Louis, MO2026-11-05
Strengthening Families & Communities, LLC
124$7.7K0.0%CoreMediumBoston, MA2026-10-21
Laurel Wealth Advisors LLC
119$7.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Asset Dedication, LLC
118$7.3K0.0%ETFLowSan Francisco, CA2026-11-03
Angeles Wealth Management, LLC
116$7.2K0.0%ETFLowSanta Monica, CA2026-10-26
Harbor Investment Advisory, LLC
110$6.8K0.0%GrowthLowLutherville, MD2026-10-13
Root Financial Partners, LLC
110$6.8K0.0%ETFMediumEncinitas, CA2026-10-21
Archer Investment Corp
106$6.6K0.0%CoreMediumCarmel, IN2026-11-05
Breakwater Investment Management
92$5.7K0.0%ETFLowSeattle, WA2026-10-20
CoreCap Advisors, LLC
86$5.3K0.0%ETFMediumSouthfield, MI2026-10-08
Covestor Ltd
53$30.0%ValueHighLondon, United Kingdom2026-10-30
Inspire Investing, LLC
43$2.7K0.0%GARPHighMeridian, ID2026-10-22
IFP Advisors, Inc
37$2.3K0.0%GrowthLowTampa, FL2026-10-16
Oakworth Capital, Inc.
25$1.5K0.0%ETFLowBirmingham, AL2026-10-26
Team Financial Group, LLC
25$1.5K0.0%ETFLowTemecula, CA2026-10-30
Princeton Global Asset Management LLC
24$1.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Foresight Capital Management Advisors, Inc.
22$1.4K0.0%CoreMediumSaline, MI2026-10-27
Affinity Wealth LLC
15$9300.0%ETFHighCanton, OH2026-11-03
Eukles Asset Management
14$8640.0%CoreLowCincinnati, OH2026-11-04
Granite FO LLC
12$7400.0%GARPVery LowGilford, NH2026-10-14
EverSource Wealth Advisors, LLC
9$5550.0%CoreMediumBirmingham, AL2026-11-04