Who Owns JPMorgan Betabuilders AsiaP)acific exJapan ET (BBAX)? -- Institutional Holders (2026-06-30)
67 institutions reported holding $31.1M of JPMorgan Betabuilders AsiaP)acific exJapan ET (BBAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIMON QUICK ADVISORS, LLC ($10.3M), Financial Management Professionals, Inc. ($9.3M), CHOREO, LLC ($2.2M), Badgley Phelps Wealth Managers, LLC ($1.2M), Robertson Stephens Wealth Management, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SIMON QUICK ADVISORS, LLC | $10.3M | 172,441 | Added |
| 2 | Financial Management Professionals, Inc. | $9.3M | 155,296 | New |
| 3 | CHOREO, LLC | $2.2M | 36,531 | Trimmed |
| 4 | Badgley Phelps Wealth Managers, LLC | $1.2M | 20,653 | Trimmed |
| 5 | Robertson Stephens Wealth Management, LLC | $1.1M | 19,108 | Added |
| 6 | CERTUITY, LLC | $828,122 | 13,832 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $699,396 | 11,682 | Added |
| 8 | SUMMITRY LLC | $689,583 | 11,518 | New |
| 9 | Nolet Wealth Management, LLC | $636,888 | 10,638 | Hold |
| 10 | Ballentine Partners, LLC | $505,003 | 8,435 | Added |
| 11 | GREENWOOD GEARHART INC | $501,411 | 8,375 | New |
| 12 | STEPHENS INC /AR/ | $465,549 | 7,776 | Hold |
| 13 | FSM Wealth Advisors, LLC | $274,684 | 4,588 | Hold |
| 14 | Morton Capital Management LLC/CA | $240,858 | 4,023 | Added |
| 15 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $237,624 | 3,969 | New |
| 16 | TRUIST FINANCIAL CORP | $235,736 | 3,937 | Added |
| 17 | BAYBAN | $222,836 | 3,722 | Hold |
| 18 | waypoint wealth counsel | $210,204 | 3,511 | Trimmed |
| 19 | EXCHANGE TRADED CONCEPTS, LLC | $175,120 | 2,925 | New |
| 20 | Arlington Trust Co LLC | $164,343 | 2,745 | Added |
| 21 | WHITTIER TRUST CO | $105,288 | 1,738 | New |
| 22 | Crewe Advisors LLC | $98,966 | 1,653 | Hold |
| 23 | ARMSTRONG ADVISORY GROUP, INC | $81,783 | 1,366 | Hold |
| 24 | PRIVATE TRUST CO NA | $63,402 | 1,059 | Hold |
| 25 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $52,985 | 885 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30