JPMorgan Betabuilders CanadaBBCAETF

13F holders, Q4 2025 (December 31)
239holders +32
46new positions
27sold out
3famous investors
$93.00avg. 13F price*

At the end of Q4 2025, 239 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, up 32 from Q3 2025. 46 opened new positions and 27 sold out. The largest holders were JPMorgan Chase & Co. ($6.9B), Municipal Employees' Retirement System of Michigan ($84.6M) and Victory Capital Management Inc. ($47.2M). 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 Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions46$22.8M
Exits27$17.9M

All 13F filers, Q3 2025 → Q4 2025: 807,664 shares bought and 836,502 shares sold, net −28,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 239 holders

JPMorgan Chase & Co. 0.47% Reduce -0.4% 74,270,039 $6.9B
Municipal Employees' Retirement System of Michigan 0.96% Reduce -3.3% 909,454 $84.6M
Victory Capital Management Inc. 0.03% Reduce -15.5% 507,492 $47.2M
Assetmark, Inc. 0.09% Reduce -6.8% 473,166 $44.0M
Envestnet Asset Management Inc. 0.01% Reduce -5.2% 442,396 $41.1M
Mirae Asset Global Investments Co., Ltd. 0.11% Reduce -2.1% 436,957 $40.6M
HighTower Advisors, LLC 0.04% Reduce -0.2% 419,789 $39.0M
RiverFront Investment Group, LLC 0.64% Add +4.0% 414,610 $38.6M
Strategic Investment Management, LLC 16.81% Add +58.5% 356,550 $33.2M
Elm Partners Management LLC 1.25% Add +7.0% 295,147 $27.4M
Ameriprise Financial Inc. 0.00% Add +1978.5% 207,479 $19.3M
LPL Financial LLC 0.00% Add +5.1% 166,671 $15.5M
Raymond James Financial Inc. 0.00% Add +2.0% 153,581 $14.3M
Willis Johnson & Associates, Inc. 0.85% Add +3.7% 148,675 $13.8M
Spinnaker Trust 0.64% Add +0.8% 128,464 $11.9M
Bank of America Corp. 0.00% Add +37.1% 128,202 $11.9M
Atlas Capital Advisors Inc. 1.17% — 112,889 $10.5M
UBS Group AG 0.00% Add +4.9% 107,295 $10.0M
Royal Bank of Canada 0.00% Reduce -1.8% 103,336 $9.6M
Wells Fargo & Company 0.00% Reduce -2.2% 95,313 $8.9M
Corient Private Wealth LP 0.01% Reduce -4.0% 91,183 $8.5M
Morgan Stanley 0.00% Add +6.0% 87,792 $8.2M
Citadel Advisors 0.01% Add +157.9% 87,474 $8.1M
PGIM Custom Harvest LLC 0.12% Add +7.1% 84,362 $7.8M
Rice Partnership, LLC 0.93% New 73,927 $6.9M
Segall Bryant & Hamill, LLC 0.09% Reduce -5.4% 72,274 $6.7M
Keel Point, LLC 0.34% Reduce -5.4% 60,103 $5.6M
Cetera Investment Advisers 0.01% Reduce -14.8% 57,595 $5.4M
Greenwood Capital Associates LLC 0.54% Add +7.8% 53,438 $5.0M
Jane Street Group, LLC 0.01% Reduce -35.3% 47,281 $4.4M
Dorsey & Whitney Trust CO LLC 0.22% No change 45,014 $4.2M
Silphium Asset Management Ltd 1.69% New 42,900 $4.0M
Marex Group Ltd 0.04% New 42,900 $4.0M
Janney Montgomery Scott LLC 0.01% Reduce -0.7% 42,336 $3.9M
Choreo, LLC 0.05% Add +1.5% 39,047 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +126.0% 38,229 $3.6M
Bessemer Group Inc. 0.00% Add +0.4% 31,130 $2.9M
Acima Private Wealth, LLC 0.81% Reduce -2.4% 28,065 $2.6M
Evansbrook LLC 1.72% — 27,569 $2.6M
Northern Trust Corp. 0.00% Add +516.3% 23,624 $2.2M
FMR LLC 0.00% Add +10.6% 23,236 $2.2M
Stifel Financial Corp. 0.00% Reduce -31.9% 22,220 $2.1M
Quantinno Capital Management LP 0.00% Reduce -11.9% 21,008 $2.0M
Bank of Montreal 0.00% Reduce -8.4% 20,412 $1.9M
Hudson Portfolio Management LLC 1.51% Add +7.6% 18,860 $1.8M
Alaska Permanent Capital Management, LLC 0.13% No change 18,284 $1.7M
Sunpointe, LLC 0.55% Add +6.7% 17,939 $1.7M
Creative Planning 0.00% Add +23.0% 16,497 $1.5M
Blair William & Co. 0.00% Add +4.0% 15,930 $1.5M
Caprock Group, LLC 0.03% Reduce -1.6% 15,333 $1.4M
Truist Financial Corp. 0.00% Add +10.4% 14,730 $1.4M
MML Investors Services, LLC 0.00% Add +6.1% 14,135 $1.3M
Thrivent Financial for Lutherans 0.00% New 13,576 $1.3M
Comerica Bank 0.01% Reduce -35.0% 13,457 $1.3M
Syon Capital LLC 0.05% Reduce -0.4% 11,493 $1.1M
Nolet Wealth Management, LLC 0.58% — 11,127 $1.0M
Yoffe Investment Management, LLC 1.27% No change 10,676 $993K
Mariner, LLC 0.00% Add +5.6% 10,614 $987K
TD Waterhouse Canada Inc. 0.01% Reduce -12.2% 10,321 $960K
Quadrant Capital Group LLC 0.03% Reduce -2.5% 10,215 $950K
Cwm, LLC 0.00% Add +0.9% 9,674 $900K
Cerity Partners LLC 0.00% Reduce -2.2% 9,456 $879K
Innealta Capital, LLC 0.45% Add +54.6% 8,903 $828K
Sowell Financial Services LLC 0.03% Reduce -0.5% 8,775 $816K
Pathstone Holdings, LLC 0.00% Add +59.8% 8,460 $787K
Lumbard & Kellner, LLC 0.27% Add +17.4% 8,325 $774K
Avidian Wealth Enterprises, LLC 0.03% Add +0.6% 8,271 $769K
Ballentine Partners, LLC 0.01% No change 8,085 $752K
Argent Trust Co 0.03% Reduce -2.7% 8,006 $745K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 8,006 $745K
Mercer Global Advisors Inc. 0.00% Add +34.3% 7,825 $728K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.7% 7,620 $718K
NewEdge Advisors, LLC 0.00% Add +81.7% 7,698 $716K
Koshinski Asset Management, Inc. 0.04% Reduce -8.3% 7,023 $653K
L.K. Benson & Company, P.C. 0.33% No change 7,000 $651K
Inscription Capital, LLC 0.07% No change 6,959 $647K
OneDigital Investment Advisors LLC 0.01% Reduce -2.2% 6,533 $608K
FineMark National Bank & Trust 0.02% No change 6,305 $586K
Focus Partners Wealth 0.00% New 6,244 $581K
Icon Wealth Advisors, LLC 0.04% Add +3.5% 6,118 $569K
Sapient Capital LLC 0.01% No change 5,963 $558K
Osaic Holdings, Inc. 0.00% Reduce -81.2% 5,930 $552K
Brown Brothers Harriman & Co. 0.00% No change 5,872 $546K
US Bancorp \de 0.00% Add +16.1% 5,835 $543K
Vanguard Group Inc. 0.00% Add +6.2% 5,678 $528K
Private Trust Co. NA 0.05% Reduce -4.5% 5,643 $525K
Richardson Financial Services Inc. 0.16% Reduce -6.6% 5,362 $499K
Alvarez & Marsal Private Wealth Partners, LLC 0.10% — 5,339 $497K
Sanctuary Advisors, LLC 0.00% Reduce -0.9% 5,231 $487K
CVA Family Office, LLC 0.06% No change 5,197 $483K
O'shaughnessy Asset Management, LLC 0.00% Add +2.3% 5,146 $479K
Ieq Capital, LLC 0.00% Reduce -3.7% 5,072 $472K
Cloud Capital Management, LLC 0.22% No change 4,990 $464K
PNC Financial Services Group, Inc. 0.00% Add +9.4% 4,936 $459K
Ocean Park Asset Management, LLC 0.02% New 4,898 $456K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.7% 4,476 $416K
Wealthspire Advisors, LLC 0.00% No change 4,434 $412K
Commonwealth Equity Services, LLC 0.00% Reduce -23.0% 4,381 $407K
Prelude Capital Management, LLC 0.03% New 4,370 $406K
Cresset Asset Management, LLC 0.00% New 4,370 $406K

"% 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 239 holders