Who owns BBJP (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-Q1 13F filings. 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
51 tracked funds added or opened BBJP while 41 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.1% 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 2025-Q4 and 2026-Q1, across 257 tracked filers holding BBJP, 133 increased or opened the position and 119 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 2025-Q4 and 2026-Q1 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 11
- Investure, LLC$227M
- Vestmark Advisory Solutions, Inc.$7M
- Gateway Wealth Partners, LLC$3M
- Advisor OS, LLC$3M
- FIFTH THIRD BANCORP$3M
- LEAVELL INVESTMENT MANAGEMENT, INC.$2M
Full exits 21
- Provida Pension Fund Administrator$75M
- Quadrature Capital Ltd$35M
- Southern Farm Bureau Life Insurance$25M
- Keel Point, LLC$7M
- Alliance Wealth Advisors, LLC /UT$5M
- BANK OF NOVA SCOTIA$5M
Largest adds
- JPMORGAN CHASE & CO$244M
- MORGAN STANLEY$233M
- BANK OF AMERICA CORP /DE/$74M
- ALLIANCEBERNSTEIN L.P.$25M
- UBS Group AG$23M
- LPL Financial LLC$16M
Largest trims
- 3EDGE Asset Management, LP$142M
- FLOW TRADERS U.S. LLC$67M
- Korea Investment CORP$20M
- Cambridge Investment Research Advisors, Inc.$13M
- 1607 Capital Partners, LLC$8M
- Avidian Wealth Enterprises, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 139,222,685 | $9.3B | 85.1% | 2026-Q1 |
| MORGAN STANLEY added | 4,681,992 | $323M | 3.0% | 2026-Q1 |
| Investure, LLC new | 3,287,302 | $227M | 2.1% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 1,507,130 | $104M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,253,896 | $86M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,192,211 | $79M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 722,890 | $50M | 0.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 712,984 | $49M | 0.5% | 2026-Q1 |
| UBS Group AG added | 504,247 | $35M | 0.3% | 2026-Q1 |
| Korea Investment CORP trimmed | 483,450 | $33M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 376,530 | $26M | 0.2% | 2026-Q1 |
| SENTINEL TRUST CO LBA trimmed | 268,300 | $18M | 0.2% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 247,693 | $17M | 0.2% | 2026-Q1 |
| Karpus Management, Inc. added | 230,737 | $16M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 206,532 | $14M | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 201,469 | $14M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 187,771 | $13M | 0.1% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 182,206 | $13M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 158,600 | $11M | 0.1% | 2026-Q1 |
| Birch Hill Investment Advisors LLC added | 155,653 | $11M | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 154,860 | $11M | 0.1% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 154,351 | $11M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 138,431 | $10M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 128,837 | $9M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 110,900 | $8M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 110,212 | $8M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 103,035 | $7M | 0.1% | 2026-Q1 |
| CVA Family Office, LLC added | 101,394 | $7M | 0.1% | 2026-Q1 |
| BigSur Wealth Management LLC trimmed | 97,760 | $7M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 79,787 | $5M | 0.1% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 74,131 | $5M | 0.0% | 2026-Q1 |
| NEW VERNON CAPITAL HOLDINGS II LLC trimmed | 71,563 | $5M | 0.0% | 2026-Q1 |
| Focus Financial Network, Inc. added | 70,246 | $5M | 0.0% | 2026-Q1 |
| Equitable Holdings, Inc. added | 37,732 | $5M | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 68,292 | $5M | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP added | 62,770 | $4M | 0.0% | 2026-Q1 |
| CWM, LLC added | 62,504 | $4M | 0.0% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 60,260 | $4M | 0.0% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 58,211 | $4M | 0.0% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 59,248 | $4M | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 56,775 | $4M | 0.0% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 56,017 | $4M | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 55,989 | $4M | 0.0% | 2026-Q1 |
| Birnam Oak Advisors, LP | 55,000 | $4M | 0.0% | 2026-Q1 |
| CHOREO, LLC added | 53,494 | $4M | 0.0% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ | 51,968 | $4M | 0.0% | 2026-Q1 |
| Creative Planning added | 50,976 | $4M | 0.0% | 2026-Q1 |
| Focus Partners Wealth added | 47,860 | $3M | 0.0% | 2026-Q1 |
| Avestar Capital, LLC added | 45,203 | $3M | 0.0% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC added | 45,024 | $3M | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 44,455 | $3M | 0.0% | 2026-Q1 |
| SYON CAPITAL LLC added | 40,838 | $3M | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC added | 42,297 | $3M | 0.0% | 2026-Q1 |
| Advisor OS, LLC new | 39,026 | $3M | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 37,657 | $3M | 0.0% | 2026-Q1 |
| Cerity Partners LLC trimmed | 35,692 | $2M | 0.0% | 2026-Q1 |
| Nolet Wealth Management, LLC | 35,244 | $2M | 0.0% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. new | 34,755 | $2M | 0.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 32,283 | $2M | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,590 | $2M | 0.0% | 2026-Q1 |
| Interchange Capital Partners, LLC added | 33,783 | $2M | 0.0% | 2026-Q1 |
| FMR LLC added | 27,500 | $2M | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 25,990 | $2M | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC added | 25,837 | $2M | 0.0% | 2026-Q1 |
| Caprock Group, LLC | 24,066 | $2M | 0.0% | 2026-Q1 |
| CERTUITY, LLC added | 23,949 | $2M | 0.0% | 2026-Q1 |
| Wealthfront Advisers LLC added | 22,572 | $2M | 0.0% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 22,005 | $2M | 0.0% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 21,820 | $2M | 0.0% | 2026-Q1 |
| Empowered Funds, LLC new | 20,447 | $1M | 0.0% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 18,989 | $1M | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 17,690 | $1M | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,268 | $1M | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 15,953 | $1M | 0.0% | 2026-Q1 |
| FORTRESS PRIVATE LEDGER, LLC new | 15,607 | $1M | 0.0% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 15,581 | $1M | 0.0% | 2026-Q1 |
| Cetera Investment Advisers added | 15,138 | $1M | 0.0% | 2026-Q1 |
| Provida Pension Fund Administrator added | 1,141,948 | $75M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 1,145,113 | $64M | 0.6% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 536,708 | $35M | 0.3% | 2025-Q4 stale |
| Southern Farm Bureau Life Insurance | 384,185 | $25M | 0.2% | 2025-Q4 stale |
| Permanens Capital L.P. added | 370,860 | $23M | 0.2% | 2025-Q2 stale |
| Keel Point, LLC | 113,270 | $7M | 0.1% | 2025-Q4 stale |
| Alliance Wealth Advisors, LLC /UT trimmed | 78,530 | $5M | 0.0% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 76,543 | $5M | 0.0% | 2025-Q3 stale |
| BANK OF NOVA SCOTIA trimmed | 71,700 | $5M | 0.0% | 2025-Q4 stale |
| Portside Wealth Group, LLC added | 71,271 | $5M | 0.0% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 73,400 | $5M | 0.0% | 2025-Q2 stale |
| CERTIOR FINANCIAL GROUP, LLC added | 56,354 | $4M | 0.0% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC added | 56,000 | $4M | 0.0% | 2025-Q3 stale |
| Evansbrook LLC new | 46,042 | $3M | 0.0% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 39,108 | $3M | 0.0% | 2025-Q4 stale |
| ABC ARBITRAGE SA trimmed | 33,982 | $2M | 0.0% | 2025-Q2 stale |
| COMERICA BANK trimmed | 31,713 | $2M | 0.0% | 2025-Q4 stale |
| Summit Place Financial Advisors, LLC trimmed | 33,580 | $2M | 0.0% | 2025-Q2 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC trimmed | 30,042 | $2M | 0.0% | 2025-Q1 stale |
| Wallace Advisory Group, LLC added | 24,595 | $2M | 0.0% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 22,110 | $1M | 0.0% | 2025-Q4 stale |
| Avos Capital Management, LLC added | 18,908 | $1M | 0.0% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 20,729 | $1M | 0.0% | 2025-Q1 stale |
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.