JPMorgan Betabuilders CanadaBBCAETF
13F holders, Q1 2024 (March 31)166holders
2famous investors
$66.81avg. 13F price*
At the end of Q1 2024, 166 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($5.4B), Bank of America Corp. ($62.3M) and Envestnet Asset Management Inc. ($59.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Betabuilders Canada
- CUSIP
- 46641Q225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $7.9M |
| Exits | 16 | $8.6M |
Ownership 166 holders
| JPMorgan Chase & Co. | 0.48% | Add +2.5% | 80,164,588 | $5.4B |
| Bank of America Corp. | 0.01% | Reduce -4.3% | 932,965 | $62.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.5% | 887,029 | $59.3M |
| Assetmark, Inc. | 0.17% | Add +5.3% | 762,096 | $50.9M |
| Richard Bernstein Advisors LLC | 0.83% | Reduce -4.0% | 579,569 | $38.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.3% | 519,587 | $34.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.6% | 473,236 | $31.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +220.7% | 433,420 | $29.0M |
| RiverFront Investment Group, LLC | 0.81% | Add +10.7% | 429,760 | $28.7M |
| Royal Bank of Canada | 0.01% | Add +44.1% | 312,296 | $20.9M |
| Elm Partners Management LLC | 1.45% | Add +21.6% | 274,459 | $18.3M |
| Raymond James & Associates | 0.01% | Add +1.3% | 241,158 | $16.1M |
| Corient Private Wealth LP | 0.02% | Reduce -1.9% | 131,891 | $8.8M |
| Cetera Investment Advisers | 0.02% | Add +23.1% | 122,751 | $8.2M |
| Willis Johnson & Associates, Inc. | 0.66% | Add +6.9% | 114,053 | $7.6M |
| Morgan Stanley | 0.00% | Add +1.6% | 99,236 | $6.6M |
| UBS Group AG | 0.00% | Add +0.7% | 94,583 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.6% | 86,954 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 82,739 | $5.5M |
| Innealta Capital, LLC | 1.88% | No change | 66,641 | $4.5M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Add +1.8% | 60,805 | $4.1M |
| PGIM Custom Harvest LLC | 0.09% | Add +3.7% | 53,431 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -58.0% | 51,794 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 50,626 | $3.4M |
| Atlas Capital Advisors Inc. | 0.50% | Add +15.1% | 47,562 | $3.2M |
| BlackRock Inc. | 0.00% | Reduce -32.5% | 45,838 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -0.2% | 43,957 | $2.9M |
| Keel Point, LLC | 0.30% | No change | 43,408 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 27,194 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | Add +33.6% | 25,743 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | New | 25,072 | $1.7M |
| Comerica Bank | 0.01% | Reduce -49.5% | 21,526 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -37.7% | 21,394 | $1.4M |
| Spinnaker Trust | 0.09% | Reduce -1.0% | 20,972 | $1.4M |
| Bank of Montreal | 0.00% | Add +131.6% | 19,652 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +11.5% | 18,745 | $1.3M |
| Alaska Permanent Capital Management, LLC | 0.10% | Add +3.6% | 18,693 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +33.5% | 17,161 | $1.1M |
| Blair William & Co. | 0.00% | Add +2.8% | 14,526 | $970K |
| HB Wealth Management, LLC | 0.01% | Add +0.3% | 14,152 | $946K |
| Syon Capital LLC | 0.08% | Reduce -24.8% | 13,345 | $892K |
| FMR LLC | 0.00% | Add +30.0% | 11,417 | $763K |
| Sapient Capital LLC | 0.02% | Reduce -12.0% | 11,249 | $752K |
| Northern Trust Corp. | 0.00% | New | 11,185 | $747K |
| Argent Trust Co | 0.03% | Reduce -1.9% | 10,566 | $706K |
| Private Trust Co. NA | 0.07% | Reduce -11.8% | 9,854 | $658K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -95.0% | 8,329 | $556K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -8.1% | 7,749 | $518K |
| D. E. Shaw & Co. | 0.00% | Add +42.9% | 7,470 | $499K |
| CVA Family Office, LLC | 0.09% | No change | 7,420 | $496K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.8% | 7,238 | $484K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -4.1% | 7,177 | $480K |
| Richardson Financial Services Inc. | 0.34% | Reduce -7.7% | 7,116 | $475K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.5% | 7,039 | $470K |
| Inscription Capital, LLC | 0.08% | No change | 6,959 | $465K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.6% | 6,796 | $454K |
| Qube Research & Technologies Ltd | 0.00% | Add +65.8% | 6,535 | $437K |
| FineMark National Bank & Trust | 0.02% | No change | 6,305 | $421K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 6,302 | $421K |
| Source Financial Advisors LLC | 0.13% | Reduce -42.9% | 6,242 | $417K |
| GeoWealth Management, LLC | 0.02% | Reduce -42.9% | 6,242 | $417K |
| Mariner, LLC | 0.00% | Add +3.4% | 6,020 | $402K |
| Raymond James Trust N.A. | 0.01% | Add +4.0% | 5,993 | $400K |
| Sunpointe, LLC | 0.44% | Add +23.6% | 5,881 | $393K |
| Marcum Wealth, LLC | 0.04% | Add +10.1% | 5,851 | $391K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 5,666 | $379K |
| Sather Financial Group Inc | 0.03% | New | 5,634 | $376K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 5,525 | $369K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 5,495 | $367K |
| Operose Advisors LLC | 0.12% | New | 5,374 | $359K |
| Citadel Advisors | 0.00% | Reduce -11.4% | 5,320 | $355K |
| Wedbush Securities Inc. | 0.01% | Add +4.4% | 5,315 | $355K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 5,287 | $353K |
| Quadrant Capital Group LLC | 0.03% | No change | 5,254 | $351K |
| US Bancorp \de | 0.00% | Add +126.8% | 5,203 | $348K |
| Wells Fargo & Company | 0.00% | Reduce -43.4% | 5,145 | $344K |
| Custos Family Office, LLC | 0.17% | Reduce -6.2% | 5,053 | $338K |
| Csenge Advisory Group | 0.02% | Reduce -0.6% | 4,895 | $327K |
| Creative Planning | 0.00% | Add +1.8% | 4,493 | $300K |
| Townsquare Capital LLC | 0.00% | Add +1.1% | 4,355 | $291K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.7% | 4,176 | $279K |
| Bessemer Group Inc. | 0.00% | Add +23800.0% | 4,063 | $271K |
| Seven Mile Advisory | 0.20% | Reduce -0.9% | 4,013 | $268K |
| Cooksen Wealth, LLC | 0.26% | No change | 3,728 | $249K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +5.2% | 3,683 | $246K |
| Curi Capital, LLC | 0.01% | No change | 3,540 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.0% | 3,370 | $225K |
| One Wealth Management Investment & Advisory Services, LLC | 0.09% | No change | 3,346 | $224K |
| Vanguard Group Inc. | 0.00% | New | 3,258 | $218K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 3,258 | $218K |
| Cadence Bank | 0.02% | Reduce -10.9% | 3,147 | $210K |
| Busey Bank | 0.01% | No change | 3,132 | $209K |
| Allworth Financial LP | 0.00% | Add +1947.1% | 3,132 | $209K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 3,033 | $203K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,004 | $201K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,764 | $184K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,359 | $177K |
| Citigroup Inc. | 0.00% | Add +7172.4% | 2,109 | $141K |
| Ancora Advisors LLC | 0.00% | Add +12.9% | 1,709 | $114K |
| TD Private Client Wealth LLC | 0.00% | Add +100.4% | 1,541 | $103K |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.