JPMorgan Betabuilders CanadaBBCAETF

13F holders, Q3 2025 (September 30)
207holders −3
25new positions
25sold out
3famous investors
$87.23avg. 13F price*

At the end of Q3 2025, 207 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, down 3 from Q2 2025. 25 opened new positions and 25 sold out. The largest holders were JPMorgan Chase & Co. ($6.5B), Municipal Employees' Retirement System of Michigan ($82.0M) and Victory Capital Management Inc. ($52.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions25$29.0M
Exits25$9.6M

All 13F filers, Q2 2025 → Q3 2025: 608,939 shares bought and 2,464,995 shares sold, net −1,856,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 207 holders

JPMorgan Chase & Co. 0.42% Reduce -2.1% 74,584,868 $6.5B
Municipal Employees' Retirement System of Michigan 0.95% No change 940,556 $82.0M
Victory Capital Management Inc. 0.03% Reduce -12.7% 600,291 $52.4M
Assetmark, Inc. 0.09% Reduce -4.1% 507,656 $44.3M
Envestnet Asset Management Inc. 0.01% Add +0.3% 466,781 $40.7M
Mirae Asset Global Investments Co., Ltd. 0.12% Reduce -8.2% 446,406 $38.9M
HighTower Advisors, LLC 0.04% Add +7.9% 420,531 $36.7M
RiverFront Investment Group, LLC 0.61% Add +4.5% 398,585 $34.6M
Elm Partners Management LLC 1.21% Add +5.3% 275,880 $24.1M
Strategic Investment Management, LLC 10.61% New 224,940 $19.6M
LPL Financial LLC 0.00% Add +4.8% 158,528 $13.8M
Raymond James Financial Inc. 0.00% Add +3.0% 150,580 $13.1M
Willis Johnson & Associates, Inc. 0.78% Add +6.9% 143,417 $12.5M
Spinnaker Trust 0.62% Add +0.9% 127,452 $11.1M
Royal Bank of Canada 0.00% Add +0.3% 105,206 $9.2M
UBS Group AG 0.00% Add +3.9% 102,327 $8.9M
Wells Fargo & Company 0.00% Reduce -6.3% 97,435 $8.5M
Corient Private Wealth LP 0.01% Reduce -3.7% 95,028 $8.3M
Bank of America Corp. 0.00% Add +4.6% 93,503 $8.2M
Morgan Stanley 0.00% Add +29.9% 82,826 $7.2M
Flow Traders U.S. LLC 0.29% Add +129.0% 80,870 $7.1M
PGIM Custom Harvest LLC 0.10% Add +1.2% 78,768 $6.9M
Segall Bryant & Hamill, LLC 0.09% Reduce -6.1% 76,367 $6.7M
Jane Street Group, LLC 0.01% Add +651.0% 73,068 $6.4M
Cetera Investment Advisers 0.01% Add +1.4% 67,572 $5.9M
Keel Point, LLC 0.34% Reduce -14.3% 63,560 $5.5M
Greenwood Capital Associates LLC 0.50% Add +6.4% 49,575 $4.3M
Dorsey & Whitney Trust CO LLC 0.21% Add +3.6% 45,014 $3.9M
Janney Montgomery Scott LLC 0.01% Add +1.2% 42,637 $3.7M
Choreo, LLC 0.04% Reduce -0.5% 38,484 $3.4M
Old Mission Capital LLC 0.12% New 38,398 $3.3M
Citadel Advisors 0.00% Reduce -58.9% 33,922 $3.0M
Stifel Financial Corp. 0.00% Add +7.5% 32,613 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -26.8% 31,581 $2.7M
Bessemer Group Inc. 0.00% Reduce -0.1% 31,015 $2.7M
Acima Private Wealth, LLC 0.79% Add +2.3% 28,743 $2.5M
Quantinno Capital Management LP 0.01% Reduce -3.1% 23,854 $2.1M
GTS Securities LLC 0.07% New 22,363 $2.0M
Bank of Montreal 0.00% Reduce -6.5% 22,273 $1.9M
FMR LLC 0.00% Add +15.2% 21,013 $1.8M
Comerica Bank 0.01% Reduce -1.8% 20,708 $1.8M
Alaska Permanent Capital Management, LLC 0.12% Reduce -0.3% 18,284 $1.6M
Hudson Portfolio Management LLC 1.36% Add +32.8% 17,535 $1.5M
Fig Financial Advisory Services Inc. 0.96% New 17,530 $1.5M
D. E. Shaw & Co. 0.00% Reduce -31.1% 17,142 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -5.3% 16,919 $1.5M
Sunpointe, LLC 0.53% Add +6.8% 16,813 $1.5M
Quadrature Capital Ltd 0.02% Add +347.4% 15,740 $1.4M
Blair William & Co. 0.00% Add +0.1% 15,314 $1.3M
Caprock Group, LLC 0.03% — 15,585 $1.3M
Creative Planning 0.00% Add +12.4% 13,413 $1.2M
Truist Financial Corp. 0.00% Reduce -3.4% 13,339 $1.2M
MML Investors Services, LLC 0.00% Add +7.2% 13,327 $1.2M
Syon Capital LLC 0.05% Add +3.1% 11,535 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +132.3% 11,752 $994K
Yoffe Investment Management, LLC 1.21% Add +0.1% 10,676 $931K
Quadrant Capital Group LLC 0.03% Add +22.3% 10,472 $913K
Mariner, LLC 0.00% Add +3.3% 10,049 $877K
Ameriprise Financial Inc. 0.00% Reduce -94.6% 9,982 $873K
Cerity Partners LLC 0.00% Add +21.7% 9,670 $844K
Cwm, LLC 0.00% Reduce -1.6% 9,587 $836K
Sowell Financial Services LLC 0.03% Add +0.1% 8,823 $770K
Argent Trust Co 0.03% Reduce -2.4% 8,228 $718K
Avidian Wealth Enterprises, LLC 0.03% Add +0.5% 8,219 $717K
Ballentine Partners, LLC 0.01% No change 8,085 $705K
Koshinski Asset Management, Inc. 0.05% No change 7,659 $668K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.4% 7,566 $665K
Lumbard & Kellner, LLC 0.23% No change 7,091 $619K
L.K. Benson & Company, P.C. 0.33% No change 7,000 $611K
Inscription Capital, LLC 0.07% No change 6,959 $607K
OneDigital Investment Advisors LLC 0.01% Add +2.7% 6,677 $582K
FineMark National Bank & Trust 0.02% Reduce -1.2% 6,305 $550K
Sapient Capital LLC 0.01% Reduce -9.4% 5,963 $518K
Icon Wealth Advisors, LLC 0.04% Add +0.7% 5,911 $516K
Private Trust Co. NA 0.05% Reduce -28.6% 5,907 $515K
Brown Brothers Harriman & Co. 0.00% Add +3.2% 5,872 $512K
Mercer Global Advisors Inc. 0.00% Add +49.8% 5,827 $508K
Innealta Capital, LLC 0.25% Add +0.4% 5,760 $502K
Richardson Financial Services Inc. 0.31% Add +0.4% 5,741 $501K
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 5,692 $497K
Vanguard Group Inc. 0.00% Reduce -2.4% 5,346 $466K
Pathstone Holdings, LLC 0.00% Add +11.7% 5,293 $462K
Sanctuary Advisors, LLC 0.00% Add +21.8% 5,278 $460K
Ieq Capital, LLC 0.00% Reduce -2.1% 5,265 $459K
CVA Family Office, LLC 0.06% No change 5,197 $453K
NorthCoast Asset Management LLC 0.00% Add +0.1% 5,139 $448K
O'shaughnessy Asset Management, LLC 0.00% Add +5.3% 5,033 $439K
US Bancorp \de 0.00% Reduce -5.2% 5,026 $438K
Cloud Capital Management, LLC 0.23% No change 4,990 $435K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.1% 4,697 $410K
PNC Financial Services Group, Inc. 0.00% Add +3.8% 4,513 $394K
Wealthspire Advisors, LLC 0.00% Reduce -26.8% 4,434 $387K
Ullmann Wealth Partners Group, LLC 0.04% No change 4,325 $377K
NewEdge Advisors, LLC 0.00% Reduce -2.8% 4,236 $370K
Curi Capital, LLC 0.01% No change 4,026 $351K
Northern Trust Corp. 0.00% Reduce -7.5% 3,833 $334K
Gotham Asset Management 0.00% No change 3,810 $332K
Morton Capital Management LLC 0.05% New 3,729 $325K
One Wealth Management Investment & Advisory Services, LLC 0.37% No change 3,639 $317K
National Bank of Canada 0.00% Add +1741.8% 3,610 $315K

"% 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 207 holders