JPMorgan Betabuilders CanadaBBCAETF
13F holders, Q1 2025 (March 31)181holders −20
18new positions
37sold out
2famous investors
$71.56avg. 13F price*
At the end of Q1 2025, 181 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, down 20 from Q4 2024. 18 opened new positions and 37 sold out. The largest holders were JPMorgan Chase & Co. ($5.5B), Envestnet Asset Management Inc. ($53.8M) and Assetmark, Inc. ($53.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.5M |
| Exits | 37 | $7.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,729,216 shares bought and 4,139,696 shares sold, net −410,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| JPMorgan Chase & Co. | 0.42% | Add +4.1% | 76,406,547 | $5.5B |
| Envestnet Asset Management Inc. | 0.02% | Reduce -15.9% | 751,543 | $53.8M |
| Assetmark, Inc. | 0.15% | Reduce -1.2% | 744,075 | $53.2M |
| RiverFront Investment Group, LLC | 0.96% | Add +9.6% | 603,226 | $43.2M |
| Raymond James Financial Inc. | 0.01% | Add +95.8% | 498,633 | $35.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.2% | 455,578 | $32.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -5.8% | 430,677 | $30.7M |
| Elm Partners Management LLC | 1.27% | Reduce -32.7% | 274,790 | $19.7M |
| Wells Fargo & Company | 0.00% | Add +66.4% | 197,645 | $14.1M |
| LPL Financial LLC | 0.00% | Add +4.5% | 176,916 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -79.1% | 170,450 | $12.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -57.6% | 161,224 | $11.5M |
| Royal Bank of Canada | 0.00% | Reduce -23.9% | 158,886 | $11.4M |
| Bank of America Corp. | 0.00% | Reduce -92.0% | 133,162 | $9.5M |
| Spinnaker Trust | 0.59% | Add +524.8% | 125,428 | $9.0M |
| Financial Management Professionals, Inc. | 0.96% | Add +11.1% | 105,320 | $7.5M |
| Willis Johnson & Associates, Inc. | 0.57% | Add +3.1% | 104,307 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -13.8% | 96,314 | $6.9M |
| UBS Group AG | 0.00% | Reduce -1.1% | 95,527 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -23.2% | 94,013 | $6.7M |
| GTS Securities LLC | 0.28% | New | 88,973 | $6.4M |
| Atlas Capital Advisors Inc. | 0.78% | Add +7.1% | 87,508 | $6.3M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -11.1% | 83,673 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.0% | 76,583 | $5.5M |
| Keel Point, LLC | 0.41% | Add +70.8% | 74,140 | $5.3M |
| PGIM Custom Harvest LLC | 0.13% | Reduce -3.6% | 74,078 | $5.3M |
| Morgan Stanley | 0.00% | Reduce -14.4% | 62,998 | $4.5M |
| Greenwood Capital Associates LLC | 0.44% | Add +1.6% | 45,533 | $3.3M |
| Dorsey & Whitney Trust CO LLC | 0.18% | Reduce -11.2% | 43,572 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -14.2% | 39,359 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -18.1% | 37,482 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -4.8% | 36,686 | $2.6M |
| Bessemer Group Inc. | 0.00% | Add +239.2% | 31,195 | $2.2M |
| Acima Private Wealth, LLC | 0.73% | Reduce -2.6% | 28,524 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -5.9% | 25,154 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.9% | 23,059 | $1.7M |
| Comerica Bank | 0.01% | Reduce -1.8% | 23,004 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -24.9% | 20,638 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +2.0% | 19,904 | $1.4M |
| Alaska Permanent Capital Management, LLC | 0.11% | Reduce -3.9% | 18,510 | $1.3M |
| FMR LLC | 0.00% | Add +17.7% | 17,375 | $1.2M |
| GWN Securities Inc. | 0.07% | New | 15,906 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.9% | 15,292 | $1.1M |
| Sunpointe, LLC | 0.57% | Add +0.4% | 14,859 | $1.1M |
| Innealta Capital, LLC | 0.53% | Reduce -36.2% | 13,552 | $970K |
| Hudson Portfolio Management LLC | 0.92% | Add +26.0% | 13,358 | $956K |
| Syon Capital LLC | 0.08% | Reduce -9.9% | 12,962 | $928K |
| Creative Planning | 0.00% | Add +148.5% | 12,961 | $928K |
| Thrivent Financial for Lutherans | 0.00% | No change | 11,711 | $857K |
| MML Investors Services, LLC | 0.00% | Reduce -33.3% | 11,357 | $813K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.9% | 10,869 | $779K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.6% | 10,843 | $776K |
| Yoffe Investment Management, LLC | 1.12% | Add +0.1% | 10,655 | $763K |
| Sowell Financial Services LLC | 0.03% | Add +1.1% | 10,492 | $751K |
| Ballentine Partners, LLC | 0.01% | New | 10,273 | $735K |
| Mariner, LLC | 0.00% | Add +21.4% | 9,481 | $678K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +1.8% | 9,220 | $660K |
| Argent Trust Co | 0.03% | Reduce -12.1% | 9,094 | $651K |
| Private Trust Co. NA | 0.06% | Reduce -2.8% | 8,753 | $626K |
| Quantinno Capital Management LP | 0.00% | Add +24.1% | 8,678 | $621K |
| Quadrant Capital Group LLC | 0.02% | No change | 8,566 | $613K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.7% | 8,330 | $596K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 7,622 | $545K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 7,502 | $537K |
| Richardson Financial Services Inc. | 0.40% | Reduce -1.9% | 7,260 | $520K |
| L.K. Benson & Company, P.C. | 0.35% | No change | 7,000 | $501K |
| Sapient Capital LLC | 0.01% | Reduce -10.8% | 6,582 | $471K |
| Inscription Capital, LLC | 0.08% | — | 6,959 | $465K |
| NorthCoast Asset Management LLC | 0.00% | Add +9.0% | 6,456 | $462K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 6,461 | $462K |
| Cloud Capital Management, LLC | 0.32% | — | 6,326 | $452K |
| FineMark National Bank & Trust | 0.02% | No change | 6,305 | $451K |
| Vanguard Group Inc. | 0.00% | Add +37.3% | 6,245 | $447K |
| Pathstone Holdings, LLC | 0.00% | Add +17.9% | 6,201 | $444K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -76.5% | 6,192 | $443K |
| Townsquare Capital LLC | 0.00% | Reduce -1.8% | 6,179 | $442K |
| Citadel Advisors | 0.00% | Reduce -18.0% | 6,140 | $439K |
| Wealthspire Advisors, LLC | 0.00% | No change | 6,061 | $434K |
| Savant Capital, LLC | 0.00% | Reduce -10.5% | 5,766 | $413K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 5,709 | $409K |
| GeoWealth Management, LLC | 0.02% | Reduce -6.9% | 5,620 | $402K |
| Cerity Partners LLC | 0.00% | Add +46.9% | 5,394 | $386K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.4% | 5,360 | $384K |
| Marcum Wealth, LLC | 0.03% | Reduce -4.1% | 5,225 | $374K |
| CVA Family Office, LLC | 0.06% | Add +2.5% | 5,197 | $372K |
| Wedbush Securities Inc. | 0.01% | Add +4.5% | 4,634 | $332K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.1% | 4,424 | $317K |
| Northern Trust Corp. | 0.00% | Reduce -15.5% | 4,417 | $316K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.0% | 4,374 | $313K |
| Custos Family Office, LLC | 0.11% | Reduce -5.1% | 4,347 | $311K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -21.7% | 4,325 | $309K |
| waypoint wealth counsel | 0.19% | Reduce -3.0% | 4,168 | $298K |
| Csenge Advisory Group | 0.02% | Reduce -12.9% | 4,070 | $293K |
| Maia Wealth LLC | 0.06% | Add +6.4% | 4,017 | $285K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.6% | 3,933 | $281K |
| Gotham Asset Management | 0.00% | New | 3,810 | $273K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.5% | 3,769 | $272K |
| One Wealth Management Investment & Advisory Services, LLC | 0.43% | No change | 3,639 | $260K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.5% | 3,507 | $251K |
| Evercore Wealth Management, LLC | 0.00% | No change | 3,487 | $250K |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.