JPMORGAN BETABUILDERS DEVELO (BBAX) Institutional Shareholders
JPMORGAN BETABUILDERS DEVELO (BBAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $704.79M in BBAX holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of BBAX tracked by InsiderSet, reporting ownership valued at approximately $561.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $600.96M, representing an estimated gain of +7.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed BBAX value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Janus Henderson Group Plc, Morgan Stanley, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS DEVELO (BBAX).
This page ranks the largest institutional BBAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
149
Total Reported Value
$704.79M
Largest Holder
Bank Of America Corp
Largest Position
$561.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
185
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.04% | 9,437,203 | $561,088,905 | $600,961,087 | +$39,872,182 | +7.11% | |
| Janus Henderson Group Plc | 0.01% | 445,283 | $26,474,301 | $28,355,621 | +$1,881,320 | +7.11% | |
| Morgan Stanley | 0.00% | 364,447 | $21,668,307 | $23,207,985 | +$1,539,678 | +7.11% | |
| Atlas Capital Advisors Inc. | 1.26% | 185,469 | $11,027,059 | $11,810,666 | +$783,607 | +7.11% | |
| Simon Quick Advisors, Llc | 0.42% | 172,441 | $10,324,043 | $10,981,043 | +$657,000 | +6.36% | |
| Financial Management Professionals, Inc. | 0.88% | 155,296 | $9,297,572 | $9,889,249 | +$591,677 | +6.36% | |
| Lpl Financial Llc | 0.00% | 95,947 | $5,704,551 | $6,109,905 | +$405,354 | +7.11% | |
| Ubs Group Ag | 0.00% | 91,616 | $5,447,029 | $5,834,107 | +$387,078 | +7.11% | |
| Wells Fargo & Company/Mn | 0.00% | 72,544 | $4,313,106 | $4,619,602 | +$306,496 | +7.11% | |
| Pgim Custom Harvest Llc | 0.07% | 70,196 | $4,173,455 | $4,470,081 | +$296,626 | +7.11% | |
| Jane Street Group, Llc | 0.00% | 66,092 | $3,929,500 | $4,208,739 | +$279,239 | +7.11% | |
| Syon Capital Llc | 0.14% | 47,391 | $2,817,625 | $3,017,859 | +$200,234 | +7.11% | |
| Citadel Advisors Llc | 0.00% | 45,782 | $2,721,969 | $2,915,398 | +$193,429 | +7.11% | |
| Choreo, Llc | 0.03% | 36,547 | $2,172,902 | $2,327,313 | +$154,411 | +7.11% | |
| Quantinno Capital Management Lp | 0.00% | 35,699 | $2,122,522 | $2,273,312 | +$150,790 | +7.10% | |
| Cwm, Llc | 0.01% | 34,615 | $2,058,008 | $2,204,283 | +$146,275 | +7.11% | |
| Rockefeller Capital Management L.P. | 0.00% | 33,881 | $2,014,407 | $2,157,542 | +$143,135 | +7.11% | |
| Northern Trust Corp | 0.00% | 26,634 | $1,583,524 | $1,696,053 | +$112,529 | +7.11% | |
| Onedigital Investment Advisors Llc | 0.01% | 23,265 | $1,383,250 | $1,481,515 | +$98,265 | +7.10% | |
| Mml Investors Services, Llc | 0.00% | 21,144 | $1,257,104 | $1,346,450 | +$89,346 | +7.11% | |
| Badgley Phelps Wealth Managers, Llc | 0.02% | 20,653 | $1,236,496 | $1,315,183 | +$78,687 | +6.36% | |
| Beacon Pointe Advisors, Llc | 0.01% | 19,683 | $1,170,278 | $1,253,413 | +$83,135 | +7.10% | |
| Creative Planning | 0.00% | 19,654 | $1,168,529 | $1,251,567 | +$83,038 | +7.11% | |
| Robertson Stephens Wealth Management, Llc | 0.03% | 19,108 | $1,143,976 | $1,216,797 | +$72,821 | +6.37% | |
| Fifth Third Bancorp | 0.00% | 16,836 | $1,000,984 | $1,072,116 | +$71,132 | +7.11% | |
| Corient Private Wealth Llc | 0.00% | 16,489 | $851,714 | $1,050,020 | +$198,306 | +23.28% | |
| Certuity, Llc | 0.04% | 13,832 | $828,122 | $880,822 | +$52,700 | +6.36% | |
| Circle Wealth Management, Llc | 0.01% | 12,882 | $765,899 | $820,326 | +$54,427 | +7.11% | |
| Summitry Llc | 0.02% | 11,518 | $689,583 | $733,466 | +$43,883 | +6.36% | |
| Fmr Llc | 0.00% | 10,879 | $646,822 | $692,775 | +$45,953 | +7.10% | |
| Blair William & Co/Il | 0.00% | 10,776 | $640,662 | $686,216 | +$45,554 | +7.11% | |
| Nolet Wealth Management, Llc | 0.35% | 10,638 | $636,888 | $677,428 | +$40,540 | +6.37% | |
| Envestnet Asset Management Inc | 0.00% | 10,236 | $608,558 | $651,828 | +$43,270 | +7.11% | |
| Cresset Asset Management, Llc | 0.00% | 8,844 | $525,820 | $563,186 | +$37,366 | +7.11% | |
| Ballentine Partners, Llc | 0.01% | 8,435 | $505,003 | $537,141 | +$32,138 | +6.36% | |
| Greenwood Gearhart Llc | 0.02% | 8,375 | $501,411 | $533,320 | +$31,909 | +6.36% | |
| Dorsey & Whitney Trust Co Llc | 0.03% | 8,193 | $487,115 | $521,730 | +$34,615 | +7.11% | |
| Raymond James Financial Inc | 0.00% | 7,880 | $468,493 | $501,798 | +$33,305 | +7.11% | |
| Stephens Inc | 0.01% | 7,776 | $465,549 | $495,176 | +$29,627 | +6.36% | |
| Icon Wealth Advisors, Llc | 0.03% | 7,363 | $445,170 | $468,876 | +$23,706 | +5.33% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 6,599 | $392,362 | $420,224 | +$27,862 | +7.10% | |
| Brown Brothers Harriman & Co | 0.00% | 6,548 | $389,312 | $416,977 | +$27,665 | +7.11% | |
| Us Bancorp \De\ | 0.00% | 6,539 | $388,776 | $416,404 | +$27,628 | +7.11% | |
| Cetera Investment Advisers | 0.00% | 6,390 | $379,898 | $406,915 | +$27,017 | +7.11% | |
| Pathstone Holdings, Llc | 0.00% | 6,048 | $359,591 | $385,137 | +$25,546 | +7.10% | |
| Legacy Wealth Advisors, Llc | 0.16% | 5,240 | $311,545 | $333,683 | +$22,138 | +7.11% | |
| Cerity Partners Llc | 0.00% | 4,889 | $290,675 | $311,332 | +$20,657 | +7.11% | |
| Ieq Capital, Llc | 0.00% | 4,834 | $287,418 | $307,829 | +$20,411 | +7.10% | |
| Fsm Wealth Advisors, Llc | 0.03% | 4,588 | $274,684 | $292,164 | +$17,480 | +6.36% | |
| Waverly Advisors, Llc | 0.00% | 4,546 | $270,282 | $289,489 | +$19,207 | +7.11% |
Frequently asked questions about BBAX
Who owns the most BBAX stock?
The largest holders of BBAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN BETABUILDERS DEVELO (BBAX).
Is BBAX widely held by superinvestors?
Many widely followed stocks like BBAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBAX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.