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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

97 managers (97 13F filers) reported a position in BBAX shares at 2025-03-31, 91,867,757 shares in all. 19 filers opened a position and 26 filers sold out during the quarter.

Managers
97
13F filers
97
New
19
Added
26
Reduced
19
Sold out
26
Shares held by filers
91,867,757

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,315,558$3.91B0.3%+3,971,89313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,264,173$402M0.04%+137,38613F-HRTimelineGroup
Municipal Employees' Retirement System …910,009$44.3M0.56%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson535,792$26.2M0.01%+169,75113F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd340,074$16.5M0.41%+10,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY260,196$12.7M<0.01%+2,58913F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC242,666$11.8M0.29%-2,10613F-HRTimeline
Proquility Private Wealth Partners, LLC167,548$8.15M2.51%+29,57013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,572$4.41M0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG86,274$4.2M<0.01%-5,30413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,159$3.75M<0.01%+75,75113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC60,686$2.95M0.07%+6,15513F-HRTimelineGroup
Keel Point, LLC43,991$2.14M0.17%+30,34413F-HRTimeline
SYON CAPITAL LLC41,226$2.01M0.16%+2,25513F-HRTimeline
CHOREO, LLC35,412$1.72M0.03%+98113F-HRTimeline
LPL Financial LLC31,451$1.53M<0.01%-24,95013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,534$1.44M<0.01%-74113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC28,759$1.4M<0.01%-1,95513F-HRTimeline
OLD NATIONAL BANCORP /IN/24,851$1.21M0.03%new13F-HRTimeline
GWN SECURITIES INC.23,357$1.21M0.07%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.24,717$1.2M0.15%+10,02213F-HRTimeline
Quantinno Capital Management LP20,295$987K0.01%+8,54213F-HRTimeline
COMERICA BANK19,630$955K<0.01%+1,06913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,383$700K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,782$671K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP11,796$574K<0.01%-54613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB10,471$509K0.01%013F-HRTimeline
Circle Wealth Management, LLC9,871$480K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning9,729$473K<0.01%new13F-HRTimelineGroup
Ballentine Partners, LLC8,136$396K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL7,910$385K<0.01%+8313F-HRTimeline
Icon Wealth Advisors, LLC7,170$349K0.03%013F-HRTimeline
Cetera Investment Advisers7,009$341K<0.01%+1,42413F-HRTimeline
Wealthspire Advisors, LLC6,921$337K<0.01%-7913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,773$330K<0.01%-31,61513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,092$296K<0.01%+33113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC5,836$284K0.02%013F-HRTimeline
Douglass Winthrop Advisors, LLC5,618$273K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,499$268K<0.01%+23113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,338$260K<0.01%-1,08513F-HRTimelineGroup
Cloud Capital Management, LLC5,109$248K0.18%13F-HRTimeline
Inscription Capital, LLC4,696$226K0.04%13F-HRTimeline
Robertson Stephens Wealth Management, L…4,510$219K0.01%+213F-HRTimeline
waypoint wealth counsel4,453$217K0.14%-1013F-HRTimeline
HRT FINANCIAL LP4,289$208K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3,998$195K<0.01%+1,53313F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,443$168K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,007$146K<0.01%-5013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,350$115K<0.01%-76213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,273$111K<0.01%-5,14713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,659$80.7K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC1,653$80.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$66.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,339$65.1K0.01%+1,05913F-HRTimeline
HARBOUR INVESTMENTS, INC.859$41.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC686$33K<0.01%-28,46513F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…592$29K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC522$25.4K0.02%013F-HRTimeline
LRI Investments, LLC488$23.7K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.381$18.5K<0.01%013F-HRTimeline
AE Wealth Management LLC322$15.7K<0.01%-67913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP319$15.5K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC274$13.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC264$12.8K<0.01%+21413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$12.2K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC230$11.2K<0.01%013F-HR/ATimeline
Aventura Private Wealth, LLC180$8.76K<0.01%+3413F-HRTimeline
Blue Trust, Inc.173$8.42K<0.01%013F-HRTimeline
MATHER GROUP, LLC.166$8.08K<0.01%-1,05513F-HRTimeline
NorthRock Partners, LLC162$7.86K<0.01%+1113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …145$7K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/139$6.76K<0.01%new13F-HRTimelineGroup
Archer Investment Corp132$6.44K<0.01%013F-HRTimeline
CVA Family Office, LLC128$6.23K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC119$5.79K<0.01%013F-HRTimeline
Arax Advisory Partners116$5.65K<0.01%+113F-HRTimeline
Transce3nd, LLC97$4.72K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC89$4.38K<0.01%013F-HRTimeline
CoreCap Advisors, LLC65$3.16K<0.01%+1813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC52$2.53K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48$2.34K<0.01%new13F-HR/ATimelineGroup
Darwin Wealth Management, LLC48$2.34K<0.01%013F-HRTimeline
Bogart Wealth, LLC44$2.14K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc39$1.9K<0.01%013F-HRTimeline
MAI Capital Management32$1.56K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC27$1.32K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC25$1.22K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.23$1.12K<0.01%-9113F-HRTimeline
Covestor Ltd28$1K<0.01%-613F-HRTimeline
Glen Eagle Advisors, LLC18$876<0.01%013F-HRTimeline
Eukles Asset Management14$681<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$681<0.01%013F-HRTimeline
Granite FO LLC12$584<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$487<0.01%-68313F-HRTimelineGroup
Medallion Wealth Advisors, LLC9$438<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$292<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.