JPMorgan Betabuilders CanadaBBCAETF

13F holders, Q2 2025 (June 30)
210holders +29
46new positions
17sold out
4famous investors
$80.70avg. 13F price*

At the end of Q2 2025, 210 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, up 29 from Q1 2025. 46 opened new positions and 17 sold out. The largest holders were JPMorgan Chase & Co. ($6.2B), Municipal Employees' Retirement System of Michigan ($75.9M) and Victory Capital Management Inc. ($55.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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

0100200300 Q1 2024: 166Q1 2024Q2 2024: 173Q2 2024Q3 2024: 192Q3 2024Q4 2024: 201Q4 2024Q1 2025: 181Q1 2025Q2 2025: 210Q2 2025Q3 2025: 207Q3 2025Q4 2025: 239Q4 2025Q1 2026: 241Q1 2026Q2 2026: 257Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$115.0M
Exits17$17.9M

All 13F filers, Q1 2025 → Q2 2025: 2,211,874 shares bought and 1,973,147 shares sold, net +238,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 210 holders

JPMorgan Chase & Co. 0.42% Reduce -0.2% 76,226,040 $6.2B
Municipal Employees' Retirement System of Michigan 0.91% New 940,556 $75.9M
Victory Capital Management Inc. 0.04% Add +326.2% 687,190 $55.5M
Assetmark, Inc. 0.10% Reduce -28.9% 529,331 $42.7M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +12.9% 486,115 $39.2M
Envestnet Asset Management Inc. 0.01% Reduce -38.1% 465,339 $37.6M
HighTower Advisors, LLC 0.04% Reduce -14.5% 389,704 $31.4M
RiverFront Investment Group, LLC 0.60% Reduce -36.8% 381,257 $30.8M
Elm Partners Management LLC 1.23% Reduce -4.7% 261,996 $21.1M
Ameriprise Financial Inc. 0.00% Add +8.3% 184,617 $14.9M
Tradewinds Capital Management, LLC 3.19% New 157,067 $12.7M
LPL Financial LLC 0.00% Reduce -14.5% 151,322 $12.2M
Raymond James Financial Inc. 0.00% Reduce -70.7% 146,272 $11.8M
Willis Johnson & Associates, Inc. 0.74% Add +28.6% 134,189 $10.8M
Spinnaker Trust 0.61% Add +0.7% 126,313 $10.2M
Summit Financial, LLC 0.22% New 117,998 $9.5M
Royal Bank of Canada 0.00% Reduce -34.0% 104,862 $8.5M
Wells Fargo & Company 0.00% Reduce -47.4% 104,043 $8.4M
Corient Private Wealth LP 0.01% Add +2.4% 98,658 $8.0M
UBS Group AG 0.00% Add +3.1% 98,483 $7.9M
Atlas Capital Advisors Inc. 0.89% Add +3.4% 90,518 $7.3M
Bank of America Corp. 0.00% Reduce -32.9% 89,353 $7.2M
Citadel Advisors 0.01% Add +1245.2% 82,595 $6.7M
Segall Bryant & Hamill, LLC 0.09% Reduce -2.8% 81,304 $6.6M
PGIM Custom Harvest LLC 0.13% Add +5.1% 77,856 $6.3M
Keel Point, LLC 0.40% No change 74,140 $6.0M
Cetera Investment Advisers 0.01% Reduce -29.1% 66,647 $5.4M
Morgan Stanley 0.00% Add +1.2% 63,749 $5.1M
Susquehanna International Group, LLP 0.01% New 48,770 $3.9M
Greenwood Capital Associates LLC 0.47% Add +2.3% 46,578 $3.8M
Dorsey & Whitney Trust CO LLC 0.19% Reduce -0.3% 43,448 $3.5M
Janney Montgomery Scott LLC 0.01% Reduce -45.0% 42,123 $3.4M
Osaic Holdings, Inc. 0.01% Add +296.9% 43,144 $3.1M
Choreo, LLC 0.04% Add +5.4% 38,680 $3.1M
Flow Traders U.S. LLC 0.11% New 35,311 $2.9M
Bessemer Group Inc. 0.00% Reduce -0.5% 31,051 $2.5M
Stifel Financial Corp. 0.00% Reduce -19.1% 30,335 $2.4M
Acima Private Wealth, LLC 0.77% Reduce -1.5% 28,104 $2.3M
D. E. Shaw & Co. 0.00% New 24,873 $2.0M
Quantinno Capital Management LP 0.01% Add +183.6% 24,613 $2.0M
Bank of Montreal 0.00% Reduce -5.3% 23,811 $1.9M
Renaissance Technologies 0.00% New 22,700 $1.8M
Comerica Bank 0.01% Reduce -8.3% 21,083 $1.7M
Alaska Permanent Capital Management, LLC 0.11% Reduce -0.9% 18,336 $1.5M
FMR LLC 0.00% Add +5.0% 18,241 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -22.5% 17,875 $1.4M
HRT Financial LP 0.01% New 16,633 $1.3M
Sunpointe, LLC 0.50% Add +6.0% 15,749 $1.3M
Blair William & Co. 0.00% Add +0.1% 15,303 $1.2M
Truist Financial Corp. 0.00% Reduce -30.6% 13,807 $1.1M
Hudson Portfolio Management LLC 1.00% Reduce -1.1% 13,208 $1.1M
MML Investors Services, LLC 0.00% Add +9.4% 12,430 $1.0M
Creative Planning 0.00% Reduce -8.0% 11,928 $963K
Syon Capital LLC 0.06% Reduce -13.7% 11,188 $903K
Yoffe Investment Management, LLC 1.18% Add +0.1% 10,666 $861K
Cwm, LLC 0.00% Reduce -75.2% 9,746 $786K
Jane Street Group, LLC 0.00% New 9,729 $785K
Mariner, LLC 0.00% Add +2.6% 9,726 $785K
Wilmington Savings Fund Society, FSB 0.01% Reduce -1.8% 9,057 $731K
Sowell Financial Services LLC 0.03% Reduce -16.0% 8,818 $712K
Quadrant Capital Group LLC 0.02% No change 8,566 $691K
Argent Trust Co 0.03% Reduce -7.3% 8,433 $681K
Private Trust Co. NA 0.06% Reduce -5.5% 8,269 $667K
Avidian Wealth Enterprises, LLC 0.03% Reduce -1.8% 8,180 $660K
Ballentine Partners, LLC 0.01% Reduce -21.3% 8,085 $652K
Cerity Partners LLC 0.00% Add +47.4% 7,948 $641K
Koshinski Asset Management, Inc. 0.05% Add +0.5% 7,659 $618K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.8% 7,180 $585K
Lumbard & Kellner, LLC 0.25% New 7,091 $572K
L.K. Benson & Company, P.C. 0.35% No change 7,000 $565K
Inscription Capital, LLC 0.08% No change 6,959 $562K
Sapient Capital LLC 0.01% No change 6,582 $531K
OneDigital Investment Advisors LLC 0.01% Reduce -68.5% 6,499 $524K
FineMark National Bank & Trust 0.02% Add +1.2% 6,381 $515K
Wealthspire Advisors, LLC 0.00% No change 6,061 $489K
Commonwealth Equity Services, LLC 0.00% Reduce -8.3% 5,925 $478K
Icon Wealth Advisors, LLC 0.03% Add +2.9% 5,872 $474K
Innealta Capital, LLC 0.24% Reduce -57.7% 5,735 $463K
Richardson Financial Services Inc. 0.31% Reduce -21.2% 5,719 $462K
Brown Brothers Harriman & Co. 0.00% Add +199.7% 5,688 $459K
Vanguard Group Inc. 0.00% Reduce -12.3% 5,478 $442K
Ieq Capital, LLC 0.00% New 5,378 $434K
US Bancorp \de 0.00% Add +208.6% 5,299 $428K
CVA Family Office, LLC 0.06% No change 5,197 $419K
NorthCoast Asset Management LLC 0.00% Reduce -20.4% 5,136 $414K
TD Waterhouse Canada Inc. 0.00% Add +34.3% 5,060 $408K
Cloud Capital Management, LLC 0.25% Reduce -21.1% 4,990 $405K
Maia Wealth LLC 0.07% Add +20.5% 4,839 $391K
O'shaughnessy Asset Management, LLC 0.00% Add +36.3% 4,781 $386K
Pathstone Holdings, LLC 0.00% Reduce -23.6% 4,737 $382K
Northwestern Mutual Wealth Management Co. 0.00% Add +57.9% 4,601 $371K
NewEdge Advisors, LLC 0.00% Reduce -0.4% 4,358 $352K
PNC Financial Services Group, Inc. 0.00% Add +10.5% 4,347 $351K
Sanctuary Advisors, LLC 0.00% Reduce -30.0% 4,335 $350K
Ullmann Wealth Partners Group, LLC 0.04% No change 4,325 $349K
waypoint wealth counsel 0.17% No change 4,168 $336K
Northern Trust Corp. 0.00% Reduce -6.2% 4,144 $334K
Curi Capital, LLC 0.01% New 4,026 $325K
Custos Family Office, LLC 0.10% Reduce -9.1% 3,951 $319K
Mercer Global Advisors Inc. 0.00% Reduce -12.1% 3,889 $314K

"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.

Show all 210 holders