JPMorgan Betabuilders CanadaBBCAETF
13F holders, Q2 2024 (June 30)173holders +7
26new positions
24sold out
1famous investor
$64.97avg. 13F price*
At the end of Q2 2024, 173 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, up 7 from Q1 2024. 26 opened new positions and 24 sold out. The largest holders were JPMorgan Chase & Co. ($5.3B), Envestnet Asset Management Inc. ($57.8M) and Bank of America Corp. ($57.3M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Betabuilders Canada
- CUSIP
- 46641Q225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $15.5M |
| Exits | 24 | $8.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,890,529 shares bought and 557,259 shares sold, net +1,333,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| JPMorgan Chase & Co. | 0.46% | Add +1.9% | 81,674,936 | $5.3B |
| Envestnet Asset Management Inc. | 0.02% | Add +0.2% | 888,906 | $57.8M |
| Bank of America Corp. | 0.01% | Reduce -5.5% | 882,004 | $57.3M |
| Assetmark, Inc. | 0.15% | Add +0.3% | 764,215 | $49.7M |
| Richard Bernstein Advisors LLC | 0.80% | Reduce -4.1% | 555,867 | $36.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.8% | 468,401 | $30.4M |
| RiverFront Investment Group, LLC | 0.81% | Add +9.0% | 468,547 | $30.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.2% | 462,898 | $30.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -3.5% | 418,090 | $27.2M |
| Elm Partners Management LLC | 1.46% | Add +6.4% | 291,962 | $19.0M |
| Raymond James & Associates | 0.01% | Add +2.7% | 247,621 | $16.1M |
| Royal Bank of Canada | 0.00% | Reduce -42.0% | 181,270 | $11.8M |
| Corient Private Wealth LP | 0.01% | Reduce -5.0% | 125,353 | $8.1M |
| Willis Johnson & Associates, Inc. | 0.65% | Add +7.7% | 122,864 | $8.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.6% | 119,597 | $7.8M |
| UBS Group AG | 0.00% | Reduce -6.0% | 88,876 | $5.8M |
| LPL Financial LLC | 0.00% | Add +5.1% | 86,963 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.8% | 82,751 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -24.2% | 75,234 | $4.9M |
| PGIM Custom Harvest LLC | 0.11% | Add +39.9% | 74,770 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.31% | Add +14.1% | 69,378 | $4.5M |
| Jane Street Group, LLC | 0.00% | New | 66,678 | $4.3M |
| Atlas Capital Advisors Inc. | 0.50% | Add +23.1% | 58,532 | $3.8M |
| Greenwood Capital Associates LLC | 0.41% | New | 47,642 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.4% | 45,874 | $3.0M |
| Keel Point, LLC | 0.26% | No change | 43,408 | $2.9M |
| Kingsview Wealth Management, LLC | 0.07% | New | 42,826 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -16.6% | 36,672 | $2.4M |
| Choreo, LLC | 0.04% | New | 33,817 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 26,614 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | No change | 25,743 | $1.7M |
| Comerica Bank | 0.01% | Add +11.0% | 23,894 | $1.6M |
| Innealta Capital, LLC | 0.46% | Reduce -68.2% | 21,185 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -2.4% | 20,881 | $1.4M |
| Spinnaker Trust | 0.09% | Reduce -1.8% | 20,603 | $1.3M |
| Bank of Montreal | 0.00% | Add +2.7% | 20,177 | $1.3M |
| Alaska Permanent Capital Management, LLC | 0.10% | No change | 18,693 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.2% | 17,241 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.0% | 16,128 | $1.0M |
| Blair William & Co. | 0.00% | Add +7.9% | 15,677 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 14,246 | $926K |
| Sanctuary Advisors, LLC | 0.01% | — | 13,708 | $899K |
| Syon Capital LLC | 0.08% | Add +2.6% | 13,687 | $889K |
| Quadrant Capital Group LLC | 0.06% | Add +132.3% | 12,204 | $793K |
| FMR LLC | 0.00% | Add +5.8% | 12,082 | $785K |
| Bank of New York Mellon Corp | 0.00% | Reduce -35.9% | 11,007 | $715K |
| Sapient Capital LLC | 0.01% | Reduce -4.6% | 10,736 | $698K |
| Argent Trust Co | 0.03% | Add +0.1% | 10,579 | $687K |
| Private Trust Co. NA | 0.07% | Add +2.8% | 10,128 | $658K |
| Atria Investments, Inc | 0.01% | New | 9,156 | $595K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.6% | 8,381 | $545K |
| Marshall Wace, LLP | 0.00% | New | 8,365 | $543K |
| Koshinski Asset Management, Inc. | 0.05% | New | 8,031 | $528K |
| Mariner, LLC | 0.00% | Add +24.7% | 7,505 | $488K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 7,486 | $486K |
| Richardson Financial Services Inc. | 0.34% | Add +3.6% | 7,372 | $479K |
| HRT Financial LP | 0.00% | New | 7,171 | $465K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -1.3% | 7,081 | $460K |
| Inscription Capital, LLC | 0.07% | No change | 6,959 | $452K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.1% | 6,890 | $448K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 6,674 | $434K |
| Sunpointe, LLC | 0.28% | Add +11.7% | 6,568 | $427K |
| Source Financial Advisors LLC | 0.13% | Add +1.4% | 6,330 | $411K |
| GeoWealth Management, LLC | 0.02% | Add +1.4% | 6,330 | $411K |
| FineMark National Bank & Trust | 0.02% | No change | 6,305 | $410K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -19.9% | 6,208 | $403K |
| Raymond James Trust N.A. | 0.01% | No change | 5,993 | $389K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 5,722 | $372K |
| Marcum Wealth, LLC | 0.04% | Reduce -3.3% | 5,659 | $368K |
| Sather Financial Group Inc | 0.03% | No change | 5,634 | $366K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 5,525 | $359K |
| Operose Advisors LLC | 0.12% | No change | 5,374 | $349K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 5,336 | $347K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 5,535 | $344K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 5,254 | $341K |
| Custos Family Office, LLC | 0.13% | Add +0.5% | 5,078 | $330K |
| CVA Family Office, LLC | 0.06% | Reduce -31.7% | 5,070 | $329K |
| Csenge Advisory Group | 0.02% | Reduce -2.7% | 4,765 | $310K |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 4,761 | $309K |
| Creative Planning | 0.00% | Reduce -0.8% | 4,457 | $290K |
| Northern Trust Corp. | 0.00% | Reduce -60.3% | 4,436 | $288K |
| Townsquare Capital LLC | 0.00% | Add +1.8% | 4,433 | $288K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,176 | $271K |
| Bessemer Group Inc. | 0.00% | Reduce -1.0% | 4,021 | $261K |
| Seven Mile Advisory | 0.19% | No change | 4,013 | $261K |
| Quantinno Capital Management LP | 0.00% | New | 3,701 | $240K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -0.6% | 3,661 | $238K |
| Vanguard Group Inc. | 0.00% | Add +10.5% | 3,600 | $234K |
| Curi Capital, LLC | 0.01% | No change | 3,540 | $230K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.0% | 3,503 | $228K |
| Glenmede Trust Co. NA | 0.00% | New | 3,464 | $225K |
| D. E. Shaw & Co. | 0.00% | Reduce -54.6% | 3,392 | $220K |
| One Wealth Management Investment & Advisory Services, LLC | 0.09% | No change | 3,346 | $217K |
| Maia Wealth LLC | 0.06% | — | 3,182 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 3,151 | $205K |
| Busey Bank | 0.01% | No change | 3,132 | $203K |
| TD Waterhouse Canada Inc. | 0.00% | Add +99.6% | 2,713 | $176K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.2% | 2,702 | $176K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +212.6% | 2,054 | $133K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 2,039 | $132K |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.