Who owns BBJP
Which tracked institutional funds hold BBJP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBJP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
55 tracked funds added or opened BBJP while 28 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BBJP’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BBJP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 251 tracked filers holding BBJP, 123 increased or opened the position and 115 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BBJP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Cerity Partners OCIO LLC$176M
- Pennsylvania State University$73M
- Savant Capital, LLC$6M
- Quartz Partners, LLC$2M
- GREENWOOD GEARHART LLC$1M
- Noble Wealth Partners LLC$1M
Full exits 15
- Provida Pension Fund Administrator$126M
- HighTower Advisors, LLC$50M
- SENTINEL TRUST CO LBA$18M
- GTS SECURITIES LLC$14M
- FLOW TRADERS U.S. LLC$11M
- BESSEMER GROUP INC$8M
Largest adds
- JPMORGAN CHASE & CO$1.0B
- BANK OF AMERICA CORP /DE/$50M
- MORGAN STANLEY$33M
- Investure, LLC$21M
- UBS Group AG$13M
- Mirae Asset Global Investments Co., Ltd.$10M
Largest trims
- 1607 Capital Partners, LLC$27M
- ALLIANCEBERNSTEIN L.P.$9M
- Korea Investment CORP$7M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4M
- GOLDMAN SACHS GROUP INC$3M
- ROYAL BANK OF CANADA$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 137,197,754 | $10.3B | 86.3% | 2026-Q2 |
| MORGAN STANLEY added | 4,727,826 | $356M | 3.0% | 2026-Q2 |
| Investure, LLC | 3,287,302 | $248M | 2.1% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 2,335,864 | $176M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,807,528 | $136M | 1.1% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 1,016,000 | $77M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,004,358 | $69M | 0.6% | 2026-Q2 |
| Pennsylvania State University new | 963,675 | $73M | 0.6% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 788,684 | $59M | 0.5% | 2026-Q2 |
| UBS Group AG added | 638,236 | $48M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 460,698 | $35M | 0.3% | 2026-Q2 |
| Korea Investment CORP trimmed | 347,682 | $26M | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC added | 208,007 | $16M | 0.1% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 204,173 | $15M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 203,682 | $15M | 0.1% | 2026-Q2 |
| Birch Hill Investment Advisors LLC added | 200,297 | $15M | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 183,086 | $14M | 0.1% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 177,270 | $13M | 0.1% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 164,332 | $12M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 156,941 | $12M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 143,513 | $11M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 133,715 | $10M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 120,529 | $9M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 109,527 | $8M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 102,893 | $8M | 0.1% | 2026-Q2 |
| CVA Family Office, LLC trimmed | 101,134 | $8M | 0.1% | 2026-Q2 |
| BigSur Wealth Management LLC trimmed | 96,920 | $7M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 80,226 | $6M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 78,722 | $6M | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 78,126 | $6M | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 74,917 | $6M | 0.0% | 2026-Q2 |
| New Vernon Capital Holdings II LLC | 71,563 | $5M | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 68,222 | $5M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 65,944 | $5M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 62,948 | $5M | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 61,204 | $5M | 0.0% | 2026-Q2 |
| Birnam Oak Advisors, LP added | 60,343 | $5M | 0.0% | 2026-Q2 |
| Mount Lucas Management LP added | 56,363 | $4M | 0.0% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 52,305 | $4M | 0.0% | 2026-Q2 |
| CHOREO, LLC trimmed | 52,078 | $4M | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 49,849 | $4M | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 49,641 | $4M | 0.0% | 2026-Q2 |
| Evansbrook LLC | 46,042 | $3M | 0.0% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 44,811 | $3M | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 43,219 | $3M | 0.0% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 43,085 | $3M | 0.0% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 40,705 | $3M | 0.0% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 39,752 | $3M | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 37,233 | $3M | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 36,081 | $3M | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 35,909 | $3M | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 35,883 | $3M | 0.0% | 2026-Q2 |
| Nolet Wealth Management, LLC trimmed | 35,233 | $3M | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 34,814 | $3M | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC added | 32,661 | $2M | 0.0% | 2026-Q2 |
| FMR LLC added | 32,364 | $2M | 0.0% | 2026-Q2 |
| Interchange Capital Partners, LLC trimmed | 31,435 | $2M | 0.0% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 29,810 | $2M | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC added | 25,974 | $2M | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 25,629 | $2M | 0.0% | 2026-Q2 |
| Caprock Group, LLC added | 24,978 | $2M | 0.0% | 2026-Q2 |
| Quartz Partners, LLC new | 23,006 | $2M | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 22,819 | $2M | 0.0% | 2026-Q2 |
| CERTUITY, LLC trimmed | 22,433 | $2M | 0.0% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 21,062 | $2M | 0.0% | 2026-Q2 |
| Empowered Funds, LLC added | 20,908 | $2M | 0.0% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 20,189 | $2M | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 19,766 | $1M | 0.0% | 2026-Q2 |
| GREENWOOD GEARHART LLC new | 19,469 | $1M | 0.0% | 2026-Q2 |
| Ballentine Partners, LLC added | 19,338 | $1M | 0.0% | 2026-Q2 |
| Noble Wealth Partners LLC new | 18,745 | $1M | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 17,489 | $1M | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 17,063 | $1M | 0.0% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC | 15,503 | $1M | 0.0% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC trimmed | 14,846 | $1M | 0.0% | 2026-Q2 |
| FORTRESS PRIVATE LEDGER, LLC trimmed | 14,264 | $1M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,261 | $1M | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 13,498 | $1M | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 13,059 | $983K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 12,797 | $964K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 12,486 | $940K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 12,069 | $909K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 12,056 | $909K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 11,975 | $902K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 11,919 | $898K | 0.0% | 2026-Q2 |
| Legacy Wealth Advisors, LLC | 11,889 | $895K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 11,751 | $885K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 11,726 | $883K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 11,573 | $872K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 11,391 | $858K | 0.0% | 2026-Q2 |
| Patten Group, Inc. added | 10,631 | $801K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 10,414 | $784K | 0.0% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 10,372 | $781K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 10,059 | $768K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 9,933 | $748K | 0.0% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 9,896 | $745K | 0.0% | 2026-Q2 |
| SUMMITRY LLC new | 9,880 | $744K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 9,804 | $738K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 9,675 | $729K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 9,522 | $717K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.