JPMorgan Betabuilders CanadaBBCAETF
13F holders, Q3 2024 (September 30)192holders +19
40new positions
21sold out
2famous investors
$72.29avg. 13F price*
At the end of Q3 2024, 192 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, up 19 from Q2 2024. 40 opened new positions and 21 sold out. The largest holders were JPMorgan Chase & Co. ($5.2B), Bank of America Corp. ($125.9M) and Richard Bernstein Advisors LLC ($78.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Betabuilders Canada
- CUSIP
- 46641Q225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $69.1M |
| Exits | 21 | $9.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,106,592 shares bought and 9,949,943 shares sold, net −6,843,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| JPMorgan Chase & Co. | 0.42% | Reduce -11.9% | 71,949,829 | $5.2B |
| Bank of America Corp. | 0.01% | Add +97.4% | 1,741,020 | $125.9M |
| Richard Bernstein Advisors LLC | 1.67% | Add +94.1% | 1,078,959 | $78.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.7% | 895,189 | $64.7M |
| Assetmark, Inc. | 0.16% | Reduce -1.6% | 751,609 | $54.3M |
| Ameriprise Financial Inc. | 0.01% | Add +49.7% | 701,177 | $50.7M |
| RiverFront Investment Group, LLC | 0.87% | Add +8.8% | 509,537 | $36.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Add +13.2% | 473,419 | $34.2M |
| Elm Partners Management LLC | 2.42% | Add +60.2% | 467,618 | $33.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.6% | 460,321 | $33.3M |
| Victory Capital Management Inc. | 0.03% | New | 371,240 | $26.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | New | 279,124 | $20.2M |
| Raymond James & Associates | 0.01% | Reduce -0.2% | 247,030 | $17.9M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 186,669 | $13.5M |
| LPL Financial LLC | 0.01% | Add +80.6% | 157,045 | $11.4M |
| Willis Johnson & Associates, Inc. | 0.72% | Add +6.4% | 130,750 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +5.5% | 126,157 | $9.1M |
| Corient Private Wealth LP | 0.01% | Reduce -9.4% | 113,535 | $8.2M |
| Segall Bryant & Hamill, LLC | 0.10% | New | 97,569 | $7.1M |
| Morgan Stanley | 0.00% | Add +13.7% | 85,571 | $6.2M |
| UBS Group AG | 0.00% | Reduce -5.4% | 84,106 | $6.1M |
| Atlas Capital Advisors Inc. | 0.93% | Add +43.4% | 83,943 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.6% | 82,251 | $5.9M |
| PGIM Custom Harvest LLC | 0.11% | Reduce -1.3% | 73,774 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.24% | Reduce -10.4% | 62,152 | $4.5M |
| Arizona PSPRS Trust | 0.15% | New | 51,200 | $3.7M |
| Greenwood Capital Associates LLC | 0.44% | Reduce -1.2% | 47,053 | $3.4M |
| Keel Point, LLC | 0.26% | No change | 43,408 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.1% | 39,877 | $2.9M |
| Choreo, LLC | 0.04% | Add +14.4% | 38,691 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -5.8% | 34,564 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +27.6% | 33,963 | $2.5M |
| Acima Private Wealth, LLC | 0.81% | Add +5210.7% | 33,617 | $2.4M |
| Citadel Advisors | 0.00% | New | 28,373 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +84.7% | 25,319 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +47.4% | 25,409 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | Reduce -4.3% | 24,625 | $1.8M |
| Bank of Montreal | 0.00% | Add +16.4% | 23,493 | $1.7M |
| Comerica Bank | 0.01% | Reduce -4.7% | 22,775 | $1.6M |
| Spinnaker Trust | 0.09% | Reduce -1.2% | 20,358 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +20.7% | 19,466 | $1.4M |
| Alaska Permanent Capital Management, LLC | 0.11% | Add +3.1% | 19,270 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +221.5% | 18,395 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -12.6% | 18,241 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 17,750 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +53.9% | 16,934 | $1.2M |
| GTS Securities LLC | 0.02% | New | 16,232 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.1% | 15,664 | $1.1M |
| Transcend Capital Advisors, LLC | 0.07% | Add +112.6% | 15,053 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.5% | 14,170 | $1.0M |
| Syon Capital LLC | 0.09% | Add +2.8% | 14,071 | $1.0M |
| Innealta Capital, LLC | 0.41% | Reduce -34.4% | 13,896 | $1.0M |
| FMR LLC | 0.00% | Add +5.7% | 12,766 | $923K |
| Thrivent Financial for Lutherans | 0.00% | New | 11,824 | $855K |
| Atria Investments, Inc | 0.01% | Add +25.0% | 11,444 | $827K |
| Sunpointe, LLC | 0.64% | Add +64.3% | 10,791 | $780K |
| Argent Trust Co | 0.03% | Reduce -2.2% | 10,342 | $748K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +33.8% | 10,019 | $724K |
| Quadrant Capital Group LLC | 0.05% | Reduce -18.4% | 9,956 | $720K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 9,865 | $713K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,827 | $710K |
| Private Trust Co. NA | 0.07% | Reduce -6.5% | 9,471 | $685K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.6% | 8,428 | $609K |
| Mariner, LLC | 0.00% | Add +9.3% | 8,200 | $593K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -6.0% | 7,547 | $546K |
| NewEdge Advisors, LLC | 0.00% | Add +71.6% | 7,166 | $518K |
| Maia Wealth LLC | 0.13% | Add +122.4% | 7,078 | $511K |
| Renaissance Technologies | 0.00% | New | 7,000 | $506K |
| Inscription Capital, LLC | 0.07% | No change | 6,959 | $503K |
| Sapient Capital LLC | 0.01% | Reduce -36.6% | 6,805 | $492K |
| Richardson Financial Services Inc. | 0.30% | No change | 7,372 | $479K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 6,517 | $471K |
| Quantinno Capital Management LP | 0.01% | Add +75.5% | 6,496 | $470K |
| Source Financial Advisors LLC | 0.14% | Add +2.2% | 6,467 | $468K |
| Raymond James Trust N.A. | 0.01% | Add +7.9% | 6,465 | $467K |
| FineMark National Bank & Trust | 0.02% | No change | 6,305 | $456K |
| GeoWealth Management, LLC | 0.02% | Reduce -3.8% | 6,088 | $440K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.4% | 6,061 | $438K |
| Icon Wealth Advisors, LLC | 0.03% | New | 5,709 | $413K |
| Marcum Wealth, LLC | 0.04% | Reduce -1.0% | 5,600 | $405K |
| Northern Trust Corp. | 0.00% | Add +24.9% | 5,539 | $400K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 5,525 | $399K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +288.7% | 5,512 | $398K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -20.9% | 5,451 | $394K |
| Wedbush Securities Inc. | 0.01% | Add +3.5% | 5,440 | $393K |
| CVA Family Office, LLC | 0.06% | No change | 5,070 | $367K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.5% | 4,731 | $343K |
| Custos Family Office, LLC | 0.12% | Reduce -6.7% | 4,736 | $342K |
| Interchange Capital Partners, LLC | 0.12% | New | 4,721 | $341K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -12.0% | 4,696 | $339K |
| Csenge Advisory Group | 0.02% | Reduce -2.5% | 4,647 | $337K |
| Vanguard Group Inc. | 0.00% | Add +26.6% | 4,557 | $329K |
| Veltria Advisors Corp. | 0.13% | New | 4,412 | $319K |
| Ieq Capital, LLC | 0.00% | New | 4,355 | $315K |
| waypoint wealth counsel | 0.21% | New | 4,299 | $311K |
| Townsquare Capital LLC | 0.00% | Reduce -6.0% | 4,166 | $301K |
| Creative Planning | 0.00% | Reduce -6.9% | 4,149 | $300K |
| Alpha Financial Partners LLC | 0.21% | New | 4,111 | $297K |
| Ehrlich Financial Group | 0.21% | New | 4,111 | $297K |
| Patron Partners, LLC | 0.16% | New | 4,050 | $293K |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.