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
Csenge Advisory Group 0.02% Reduce -3.2% 3,939 $310K
Gotham Asset Management 0.00% No change 3,810 $307K
One Wealth Management Investment & Advisory Services, LLC 0.38% No change 3,639 $294K
HB Wealth Management, LLC 0.00% New 3,597 $290K
Bank of New York Mellon Corp 0.00% New 3,576 $289K
Quadrature Capital Ltd 0.00% New 3,518 $284K
Evercore Wealth Management, LLC 0.00% No change 3,487 $281K
Seven Mile Advisory 0.16% No change 3,364 $271K
Balefire, LLC 0.06% New 3,165 $255K
Busey Bank 0.01% No change 3,132 $253K
Savant Capital, LLC 0.00% Reduce -45.9% 3,118 $252K
Cooksen Wealth, LLC 0.20% Reduce -18.4% 3,042 $245K
Laffer Tengler Investments, Inc. 0.05% New 3,027 $244K
GeoWealth Management, LLC 0.01% Reduce -46.8% 2,989 $241K
Wedbush Securities Inc. 0.01% Reduce -40.2% 2,771 $224K
Waterloo Capital, L.P. 0.02% New 2,668 $215K
Westwood Holdings Group Inc. 0.00% New 2,599 $210K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.4% 2,538 $205K
Choate Investment Advisors 0.00% New 2,506 $202K
Crewe Advisors LLC 0.02% No change 2,100 $169K
Qube Research & Technologies Ltd 0.00% New 2,061 $166K
Citigroup Inc. 0.00% No change 1,960 $158K
Clearstead Advisors, LLC 0.00% Reduce -7.0% 1,832 $148K
BlackRock, Inc. 0.00% New 1,766 $143K
EP Wealth Advisors, LLC 0.00% New 1,373 $111K
Armstrong Advisory Group, Inc. 0.01% No change 1,358 $110K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +160.0% 1,300 $105K
Strategic Wealth Partners, Ltd. 0.01% — 1,260 $102K
Tortoise Investment Management, LLC 0.01% No change 883 $71K
Key Financial Inc 0.01% No change 839 $68K
Ssa Swiss Advisors AG 0.03% No change 776 $64K
Steward Partners Investment Advisory, LLC 0.00% Reduce -57.0% 784 $63K
Allworth Financial LP 0.00% Add +25.6% 702 $57K
Blue Trust, Inc. 0.00% New 662 $53K
CIBC Private Wealth Group LLC 0.00% New 653 $53K
Richard Bernstein Advisors LLC 0.00% Reduce -62.5% 622 $50K
Avalon Trust Co 0.00% New 580 $47K
TD Private Client Wealth LLC 0.00% Reduce -65.6% 576 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 565 $46K
MAI Capital Management 0.00% Reduce -40.9% 551 $44K
AdvisorNet Financial, Inc 0.00% Add +9.3% 541 $44K
Marquette Asset Management, LLC 0.01% No change 492 $40K
Trust Co. of Vermont 0.00% New 465 $38K
Chesapeake Asset Management LLC 0.03% Add +684.3% 400 $32K
Fifth Third Bancorp 0.00% New 396 $32K
GAMMA Investing LLC 0.00% No change 390 $31K
Glenmede Investment Management, LP 0.00% — 340 $27K
Cullen/Frost Bankers, Inc. 0.00% Add +321.9% 308 $25K
AE Wealth Management LLC 0.00% Reduce -17.4% 284 $23K
Ancora Advisors LLC 0.00% No change 271 $22K
Russell Investments Group, Ltd. 0.00% No change 248 $20K
Aventura Private Wealth, LLC 0.01% No change 229 $18K
Capital Investment Advisory Services, LLC 0.00% Reduce -27.3% 224 $18K
Spire Wealth Management 0.00% Reduce -14.6% 205 $17K
Delos Wealth Advisors, LLC 0.01% New 199 $16K
National Bank of Canada 0.00% No change 196 $16K
Caldwell Trust Co 0.00% New 196 $16K
Bartlett & Co. Wealth Management LLC 0.00% No change 188 $15K
Total Investment Management Inc. 0.00% New 170 $14K
TCTC Holdings, LLC 0.00% No change 168 $14K
Longview Financial Advisors LLC 0.01% No change 166 $13K
SouthState Bank Corp 0.00% No change 162 $13K
Archer Investment Corp 0.00% No change 152 $12K
Albion Financial Group 0.00% New 152 $12K
AlphaCore Capital LLC 0.00% Add +138.2% 131 $11K
Abound Wealth Management 0.00% No change 126 $10K
Arax Advisory Partners 0.00% Add +0.8% 126 $10K
Cornerstone Planning Group LLC 0.00% No change 120 $10K
Transce3nd, LLC 0.00% No change 103 $8K
Morris Financial Concepts, Inc. 0.00% No change 91 $7K
Legacy Investment Solutions, LLC 0.00% — 88 $7K
Legacy Wealth Managment, LLC 0.00% Add +486.7% 88 $7K
American National Bank & Trust 0.00% No change 85 $7K
Center for Financial Planning, Inc. 0.00% New 81 $7K
IFP Advisors, Inc 0.00% No change 81 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 77 $6K
Ameritas Advisory Services, LLC 0.00% New 72 $6K
Plante Moran Financial Advisors, LLC 0.00% New 70 $6K
Global Retirement Partners, LLC 0.00% — 70 $6K
Ridgewood Investments LLC 0.00% No change 68 $5K
Harbour Investments, Inc. 0.00% No change 57 $5K
Pacifica Partners Inc. 0.00% New 56 $4K
Asset Dedication, LLC 0.00% No change 55 $4K
Signaturefd, LLC 0.00% Reduce -37.9% 41 $3K
CoreCap Advisors, LLC 0.00% Reduce -48.0% 40 $3K
Darwin Wealth Management, LLC 0.00% No change 38 $3K
Sound Income Strategies, LLC 0.00% Reduce -61.9% 37 $3K
Bogart Wealth, LLC 0.00% No change 33 $3K
Jones Financial Companies LLLP 0.00% Reduce -27.5% 29 $2K
Glen Eagle Advisors, LLC 0.00% No change 25 $2K
Transamerica Financial Advisors, LLC 0.00% No change 25 $2K
Fortis Group Advisors, LLC 0.00% No change 23 $2K
Geneos Wealth Management Inc. 0.00% No change 20 $2K
McIlrath & Eck, LLC 0.00% No change 18 $1K
Smartleaf Asset Management LLC 0.00% New 18 $1K
Principal Securities, Inc. 0.00% New 17 $1K
Medallion Wealth Advisors, LLC 0.00% No change 14 $1K
NFSG Corp 0.00% New 13 $1K
Lanark Financial, Inc. 0.00% New 13 $1K
Eukles Asset Management 0.00% No change 12 $968
Iron Horse Wealth Management, LLC 0.00% New 12 $968
Trust Co. of Toledo NA 0.00% New 12 $968
EverSource Wealth Advisors, LLC 0.00% No change 12 $968
Granite FO LLC 0.00% No change 10 $807
Orion Capital Management LLC 0.00% New 10 $807
Aptus Capital Advisors, LLC 0.00% Reduce -66.7% 9 $732
DHJJ Financial Advisors, Ltd. 0.00% No change 9 $727
New Republic Capital, LLC 0.00% No change 8 $646
Frazier Financial Advisors, LLC 0.00% New 7 $568
Farther Finance Advisors, LLC 0.00% Reduce -91.7% 5 $404

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