JPMorgan Betabuilders CanadaBBCAETF
13F holders, Q4 2024 (December 31)201holders +9
23new positions
14sold out
1famous investor
$70.59avg. 13F price*
At the end of Q4 2024, 201 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, up 9 from Q3 2024. 23 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($5.2B), Bank of America Corp. ($118.2M) and Richard Bernstein Advisors LLC ($74.8M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $10.5M |
| Exits | 14 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,008,145 shares bought and 387,058 shares sold, net +1,621,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 201 holders
| JPMorgan Chase & Co. | 0.41% | Add +2.0% | 73,397,229 | $5.2B |
| Bank of America Corp. | 0.01% | Reduce -3.8% | 1,675,160 | $118.2M |
| Richard Bernstein Advisors LLC | 1.69% | Reduce -1.8% | 1,059,168 | $74.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 893,858 | $63.1M |
| Ameriprise Financial Inc. | 0.01% | Add +16.3% | 815,094 | $57.5M |
| Assetmark, Inc. | 0.14% | Add +0.2% | 753,449 | $53.2M |
| RiverFront Investment Group, LLC | 0.88% | Add +8.0% | 550,344 | $38.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.8% | 456,572 | $32.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -3.4% | 457,366 | $32.2M |
| Elm Partners Management LLC | 1.97% | Reduce -12.6% | 408,555 | $28.8M |
| Victory Capital Management Inc. | 0.03% | Add +2.5% | 380,642 | $26.9M |
| Raymond James Financial Inc. | 0.01% | — | 254,632 | $18.0M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 208,901 | $14.7M |
| LPL Financial LLC | 0.00% | Add +7.8% | 169,286 | $11.9M |
| Cetera Investment Advisers | 0.02% | Reduce -2.9% | 122,456 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +7658.9% | 118,788 | $8.4M |
| Corient Private Wealth LP | 0.01% | Reduce -1.6% | 111,663 | $7.6M |
| Willis Johnson & Associates, Inc. | 0.55% | Reduce -22.6% | 101,160 | $7.1M |
| UBS Group AG | 0.00% | Add +14.9% | 96,618 | $6.8M |
| Financial Management Professionals, Inc. | 0.85% | New | 94,836 | $6.7M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -3.6% | 94,081 | $6.6M |
| Atlas Capital Advisors Inc. | 0.73% | Reduce -2.6% | 81,737 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.0% | 79,796 | $5.6M |
| PGIM Custom Harvest LLC | 0.11% | Add +4.2% | 76,869 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -14.0% | 73,561 | $5.2M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Reduce -21.0% | 49,076 | $3.5M |
| Cwm, LLC | 0.01% | Add +32.8% | 45,882 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +34.8% | 45,771 | $3.2M |
| Greenwood Capital Associates LLC | 0.41% | Reduce -4.7% | 44,835 | $3.2M |
| Keel Point, LLC | 0.25% | No change | 43,408 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +4.3% | 41,577 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -0.4% | 38,519 | $2.7M |
| Acima Private Wealth, LLC | 0.70% | Reduce -12.9% | 29,286 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +41.3% | 27,496 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.1% | 26,359 | $1.9M |
| Bank of Montreal | 0.00% | Add +13.8% | 26,740 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.9% | 25,895 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | No change | 24,625 | $1.7M |
| Comerica Bank | 0.01% | Add +2.8% | 23,421 | $1.7M |
| Innealta Capital, LLC | 0.73% | Add +53.0% | 21,255 | $1.5M |
| Spinnaker Trust | 0.09% | Reduce -1.4% | 20,076 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +7.0% | 19,508 | $1.4M |
| Alaska Permanent Capital Management, LLC | 0.11% | No change | 19,270 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -7.5% | 17,016 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 16,879 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -1.5% | 15,424 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -1.5% | 14,822 | $1.0M |
| Sunpointe, LLC | 0.53% | Add +37.2% | 14,802 | $1.0M |
| FMR LLC | 0.00% | Add +15.6% | 14,759 | $1.0M |
| Syon Capital LLC | 0.09% | Add +2.3% | 14,390 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +0.8% | 14,284 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.0% | 11,711 | $857K |
| Yoffe Investment Management, LLC | 1.12% | — | 10,650 | $752K |
| Hudson Portfolio Management LLC | 0.73% | New | 10,600 | $748K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.5% | 10,461 | $738K |
| Sowell Financial Services LLC | 0.04% | New | 10,380 | $733K |
| Argent Trust Co | 0.03% | No change | 10,342 | $730K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.1% | 9,407 | $664K |
| Bessemer Group Inc. | 0.00% | Add +128.7% | 9,197 | $649K |
| Atria Investments, Inc | 0.01% | Reduce -20.6% | 9,082 | $641K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -8.2% | 9,057 | $639K |
| Private Trust Co. NA | 0.07% | Reduce -4.9% | 9,009 | $636K |
| Quadrant Capital Group LLC | 0.04% | Reduce -14.0% | 8,566 | $605K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.5% | 8,387 | $592K |
| Mariner, LLC | 0.00% | Reduce -4.7% | 7,811 | $551K |
| Koshinski Asset Management, Inc. | 0.05% | Add +1.0% | 7,622 | $538K |
| NewEdge Advisors, LLC | 0.00% | Add +5.3% | 7,548 | $533K |
| Citadel Advisors | 0.00% | Reduce -73.6% | 7,490 | $529K |
| Sapient Capital LLC | 0.01% | Add +8.5% | 7,382 | $521K |
| Richardson Financial Services Inc. | 0.37% | Add +0.3% | 7,398 | $520K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +941.0% | 7,256 | $512K |
| L.K. Benson & Company, P.C. | 0.35% | — | 7,000 | $494K |
| Quantinno Capital Management LP | 0.00% | Add +7.6% | 6,991 | $493K |
| Arizona PSPRS Trust | 0.01% | Reduce -87.1% | 6,600 | $466K |
| Savant Capital, LLC | 0.00% | New | 6,440 | $455K |
| FineMark National Bank & Trust | 0.02% | No change | 6,305 | $445K |
| Townsquare Capital LLC | 0.01% | Add +51.0% | 6,289 | $444K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 6,151 | $434K |
| Wealthspire Advisors, LLC | 0.00% | No change | 6,061 | $428K |
| GeoWealth Management, LLC | 0.01% | Reduce -0.8% | 6,039 | $426K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,921 | $418K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 5,709 | $403K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 5,525 | $390K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.7% | 5,491 | $388K |
| Marcum Wealth, LLC | 0.03% | Reduce -2.8% | 5,446 | $384K |
| Qube Research & Technologies Ltd | 0.00% | Add +72.6% | 5,384 | $380K |
| Pathstone Holdings, LLC | 0.00% | New | 5,259 | $371K |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 5,230 | $369K |
| Creative Planning | 0.00% | Add +25.7% | 5,215 | $368K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.9% | 5,112 | $361K |
| CVA Family Office, LLC | 0.06% | No change | 5,070 | $358K |
| Csenge Advisory Group | 0.02% | Add +0.5% | 4,672 | $330K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.0% | 4,608 | $325K |
| Custos Family Office, LLC | 0.11% | Reduce -3.3% | 4,582 | $323K |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 4,547 | $321K |
| Ehrlich Financial Group | 0.22% | Add +8.4% | 4,457 | $315K |
| Wedbush Securities Inc. | 0.01% | Reduce -18.5% | 4,436 | $313K |
| Veltria Advisors Corp. | 0.13% | No change | 4,412 | $311K |
| waypoint wealth counsel | 0.20% | No change | 4,299 | $303K |
| Purkiss Capital Advisors LLC | 0.26% | — | 4,187 | $296K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.7% | 4,129 | $291K |
| Patron Partners, LLC | 0.15% | Reduce -0.3% | 4,036 | $285K |
| Maia Wealth LLC | 0.06% | Reduce -46.7% | 3,774 | $274K |
| Cerity Partners LLC | 0.00% | New | 3,673 | $259K |
| One Wealth Management Investment & Advisory Services, LLC | 0.41% | No change | 3,639 | $257K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.2% | 3,558 | $251K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -25.4% | 3,520 | $248K |
| Evercore Wealth Management, LLC | 0.00% | New | 3,487 | $246K |
| TD Waterhouse Canada Inc. | 0.00% | Add +30.3% | 3,473 | $245K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,464 | $245K |
| Seven Mile Advisory | 0.15% | Reduce -1.7% | 3,364 | $237K |
| Caprock Group, LLC | 0.01% | New | 3,320 | $234K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.5% | 3,293 | $232K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 3,262 | $230K |
| Busey Bank | 0.01% | No change | 3,132 | $221K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +1.1% | 3,065 | $216K |
| Cooksen Wealth, LLC | 0.20% | No change | 3,042 | $215K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.3% | 2,479 | $175K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.6% | 2,464 | $174K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,405 | $174K |
| Citigroup Inc. | 0.00% | Add +19.9% | 2,349 | $166K |
| Crewe Advisors LLC | 0.02% | Reduce -18.7% | 2,100 | $148K |
| Brown Brothers Harriman & Co. | 0.00% | Add +109.0% | 1,898 | $134K |
| EP Wealth Advisors, LLC | 0.00% | Add +16.0% | 1,845 | $130K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,673 | $118K |
| US Bancorp \de | 0.00% | Add +12.4% | 1,671 | $118K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 1,358 | $96K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +139.6% | 1,150 | $81K |
| Blue Trust, Inc. | 0.00% | Add +99.0% | 1,003 | $71K |
| AE Wealth Management LLC | 0.00% | New | 937 | $66K |
| Tortoise Investment Management, LLC | 0.01% | Add +65.7% | 883 | $62K |
| Key Financial Inc | 0.01% | No change | 839 | $59K |
| Larson Financial Group LLC | 0.00% | New | 838 | $59K |
| MAI Capital Management | 0.00% | New | 836 | $59K |
| Allworth Financial LP | 0.00% | Reduce -34.9% | 810 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5658.3% | 691 | $49K |
| Franklin Resources Inc. | 0.00% | No change | 605 | $43K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -89.9% | 557 | $39K |
| FSC Wealth Advisors, LLC | 0.02% | No change | 549 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 495 | $35K |
| Marquette Asset Management, LLC | 0.01% | No change | 492 | $35K |
| GAMMA Investing LLC | 0.00% | No change | 330 | $23K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -31.6% | 295 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 271 | $19K |
| Avior Wealth Management, LLC | 0.00% | Add +172.8% | 251 | $18K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 243 | $17K |
| Spire Wealth Management | 0.00% | No change | 240 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -55.8% | 195 | $14K |
| National Bank of Canada | 0.00% | New | 196 | $14K |
| Aventura Private Wealth, LLC | 0.01% | — | 189 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 188 | $13K |
| Mather Group, Llc. | 0.00% | Reduce -9.1% | 179 | $13K |
| TCTC Holdings, LLC | 0.00% | No change | 168 | $12K |
| Longview Financial Advisors LLC | 0.01% | — | 166 | $12K |
| IFP Advisors, Inc | 0.00% | Add +104.9% | 166 | $12K |
| Private Capital Management LLC | 0.00% | No change | 162 | $11K |
| Archer Investment Corp | 0.00% | No change | 152 | $11K |
| NorthRock Partners, LLC | 0.00% | Add +157.6% | 152 | $11K |
| Abound Wealth Management | 0.00% | No change | 126 | $9K |
| Arax Advisory Partners | 0.00% | Add +396.0% | 124 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.8% | 119 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 107 | $8K |
| Transce3nd, LLC | 0.00% | — | 103 | $7K |
| Chesapeake Asset Management LLC | 0.01% | No change | 102 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -18.5% | 97 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -51.5% | 95 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 91 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 88 | $6K |
| Signaturefd, LLC | 0.00% | No change | 88 | $6K |
| American National Bank & Trust | 0.00% | No change | 85 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 82 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -88.7% | 78 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 68 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +82.9% | 64 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 63 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -5.0% | 57 | $4K |
| Hemington Wealth Management | 0.00% | No change | 62 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 57 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 55 | $4K |
| Coastline Trust Co | 0.00% | New | 40 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 38 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 35 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -10.7% | 25 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $2K |
| Synergy Investment Management, LLC | 0.00% | — | 23 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 23 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 18 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 16 | $1K |
| Oarsman Capital, Inc. | 0.00% | Add +6.7% | 16 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | New | 15 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +350.0% | 18 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 14 | $995 |
| Eukles Asset Management | 0.00% | No change | 12 | $847 |
| Granite FO LLC | 0.00% | No change | 10 | $706 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $636 |
| Chilton Capital Management LLC | 0.00% | New | 9 | $636 |
| New Republic Capital, LLC | 0.00% | New | 8 | $565 |
| Financial Life Planners | 0.00% | — | 5 | $360 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $289 |
| Rothschild Investment LLC | 0.00% | New | 1 | $71 |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.