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 |
| Cooksen Wealth, LLC | 0.25% | Add +22.6% | 3,728 | $249K |
| Seven Mile Advisory | 0.16% | No change | 3,364 | $241K |
| Caprock Group, LLC | 0.01% | No change | 3,320 | $238K |
| QRG Capital Management, Inc. | 0.00% | New | 3,144 | $225K |
| Busey Bank | 0.01% | No change | 3,132 | $224K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.3% | 2,914 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -69.9% | 2,832 | $203K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,405 | $172K |
| Crewe Advisors LLC | 0.02% | No change | 2,100 | $150K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.5% | 1,971 | $141K |
| Citigroup Inc. | 0.00% | Reduce -16.6% | 1,960 | $140K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,898 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.9% | 1,821 | $130K |
| US Bancorp \de | 0.00% | Add +2.8% | 1,717 | $123K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,673 | $120K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -99.8% | 1,658 | $119K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,358 | $96K |
| MAI Capital Management | 0.00% | Add +11.6% | 933 | $67K |
| Tortoise Investment Management, LLC | 0.01% | No change | 883 | $63K |
| Key Financial Inc | 0.01% | No change | 839 | $60K |
| Ssa Swiss Advisors AG | 0.03% | — | 776 | $56K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 645 | $46K |
| LRI Investments, LLC | 0.00% | New | 595 | $43K |
| Allworth Financial LP | 0.00% | Reduce -31.0% | 559 | $41K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 549 | $39K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -56.5% | 500 | $36K |
| AdvisorNet Financial, Inc | 0.00% | No change | 495 | $35K |
| Marquette Asset Management, LLC | 0.01% | No change | 492 | $35K |
| GAMMA Investing LLC | 0.00% | Add +18.2% | 390 | $28K |
| AE Wealth Management LLC | 0.00% | Reduce -63.3% | 344 | $25K |
| Glenmede Trust Co. NA | 0.00% | Reduce -90.2% | 340 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 308 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 271 | $19K |
| Tompkins Financial Corp. | 0.00% | New | 270 | $19K |
| Russell Investments Group, Ltd. | 0.00% | New | 248 | $18K |
| Spire Wealth Management | 0.00% | No change | 240 | $17K |
| Aventura Private Wealth, LLC | 0.01% | Add +21.2% | 229 | $16K |
| National Bank of Canada | 0.00% | No change | 196 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 188 | $13K |
| TCTC Holdings, LLC | 0.00% | No change | 168 | $12K |
| Longview Financial Advisors LLC | 0.01% | No change | 166 | $12K |
| SouthState Bank Corp | 0.00% | New | 162 | $12K |
| Mather Group, Llc. | 0.00% | Reduce -10.6% | 160 | $11K |
| NorthRock Partners, LLC | 0.00% | Add +5.3% | 160 | $11K |
| Archer Investment Corp | 0.00% | No change | 152 | $11K |
| Abound Wealth Management | 0.00% | No change | 126 | $9K |
| Arax Advisory Partners | 0.00% | Add +0.8% | 125 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.8% | 120 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 107 | $8K |
| Transce3nd, LLC | 0.00% | No change | 103 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 97 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 91 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 88 | $6K |
| American National Bank & Trust | 0.00% | No change | 85 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -51.2% | 81 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +20.3% | 77 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -86.9% | 73 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 68 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -25.0% | 66 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 60 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 57 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 55 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 55 | $4K |
| Coldstream Capital Management Inc. | 0.00% | New | 51 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Reduce -50.0% | 51 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 38 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 33 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 25 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 27 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 23 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -75.6% | 20 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 18 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 15 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Eukles Asset Management | 0.00% | No change | 12 | $859 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -98.3% | 12 | $859 |
| Granite FO LLC | 0.00% | No change | 10 | $716 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $645 |
| New Republic Capital, LLC | 0.00% | No change | 8 | $572 |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.