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
Ameritas Advisory Services, LLC 0.02% New 4,351 $405K
&partners 0.00% New 4,198 $390K
AQR Capital Management 0.00% New 4,109 $382K
Ullmann Wealth Partners Group, LLC 0.04% No change 4,325 $377K
Angeles Wealth Management, LLC 0.02% New 3,986 $371K
Beacon Advisors Holdings, LLC 0.19% — 3,963 $369K
Gotham Asset Management 0.00% No change 3,810 $354K
Morton Capital Management LLC 0.05% No change 3,729 $347K
National Bank of Canada 0.00% Add +2.0% 3,682 $342K
One Wealth Management Investment & Advisory Services, LLC 0.37% No change 3,639 $338K
Brown Advisory Inc. 0.00% Add +0.4% 3,606 $335K
FSM Wealth Advisors, LLC 0.05% No change 3,594 $334K
Savant Capital, LLC 0.00% Add +17.3% 3,580 $333K
waypoint wealth counsel 0.11% Reduce -0.9% 3,191 $297K
Busey Bank 0.01% No change 3,132 $291K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 3,095 $288K
Advisors Capital Management, LLC 0.00% Reduce -1.4% 3,078 $286K
Bank of New York Mellon Corp 0.00% Reduce -17.6% 2,895 $269K
Evernest Financial Advisors, LLC 0.06% New 2,725 $264K
Balefire, LLC 0.05% Reduce -5.1% 2,786 $259K
BlackRock, Inc. 0.00% Add +56.9% 2,733 $254K
Quadrature Capital Ltd 0.00% Reduce -82.9% 2,692 $250K
Wealthfront Advisers LLC 0.00% Reduce -1.4% 2,668 $248K
Kestra Advisory Services, LLC 0.00% New 2,660 $247K
Cooksen Wealth, LLC 0.18% Reduce -13.0% 2,647 $246K
Miller Global Investments, LLC 0.22% — 2,637 $245K
Waterloo Capital, L.P. 0.02% Reduce -1.9% 2,618 $243K
Maia Wealth LLC 0.04% Reduce -23.0% 2,555 $243K
Cedarwood Wealth LLC 0.27% — 2,513 $241K
Wedbush Securities Inc. 0.01% Reduce -5.8% 2,441 $227K
Stephens Inc. 0.00% New 2,407 $224K
First Citizens Bank & Trust Co. 0.00% No change 2,385 $222K
Brandywine Oak Private Wealth LLC 0.02% No change 2,369 $220K
Westwood Holdings Group Inc. 0.00% Reduce -9.1% 2,363 $220K
Beverly Hills Private Wealth, LLC 0.04% Add +0.7% 2,360 $219K
Simon Quick Advisors, LLC 0.01% New 2,355 $219K
QRG Capital Management, Inc. 0.00% New 2,331 $217K
Evoke Wealth, LLC 0.00% New 2,272 $211K
Legacy Wealth Advisors, LLC 0.14% — 2,204 $205K
Ironwood Investment Counsel, LLC 0.03% New 2,161 $201K
HB Wealth Management, LLC 0.00% New 2,158 $201K
Crewe Advisors LLC 0.02% No change 2,100 $195K
Choate Investment Advisors 0.00% New 1,887 $175K
Waverly Advisors, LLC 0.00% New 1,741 $162K
Strategic Wealth Partners, Ltd. 0.01% Add +41.7% 1,673 $156K
Armstrong Advisory Group, Inc. 0.01% No change 1,358 $126K
Clearstead Advisors, LLC 0.00% Reduce -28.8% 1,305 $121K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,300 $121K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.6% 1,272 $118K
CIBC Private Wealth Group LLC 0.00% Add +51.7% 1,230 $114K
Smartleaf Asset Management LLC 0.00% Add +6161.1% 1,127 $106K
AE Wealth Management LLC 0.00% Add +62.9% 930 $87K
Allworth Financial LP 0.00% Add +4.4% 785 $73K
Farther Finance Advisors, LLC 0.00% Add +44.7% 706 $66K
Blue Trust, Inc. 0.00% Add +1.4% 671 $62K
Bokf, NA 0.00% New 638 $59K
Richard Bernstein Advisors LLC 0.00% No change 618 $58K
MAI Capital Management 0.00% Add +15.2% 591 $55K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 565 $53K
Trust Co. of Vermont 0.00% No change 553 $51K
International Assets Investment Management, LLC 0.00% New 509 $47K
AdvisorNet Financial, Inc 0.00% Reduce -9.7% 495 $46K
Marquette Asset Management, LLC 0.01% No change 492 $46K
Bayban 0.04% — 459 $43K
Eastern Bank 0.00% New 421 $39K
Chesapeake Asset Management LLC 0.03% Add +1.8% 407 $38K
SageView Advisory Group, LLC 0.00% New 380 $35K
TD Private Client Wealth LLC 0.00% Reduce -2.2% 355 $33K
Signaturefd, LLC 0.00% New 348 $32K
Capital Investment Counsel, Inc 0.00% New 345 $32K
Atlantic Union Bankshares Corp 0.00% New 335 $31K
GAMMA Investing LLC 0.00% No change 330 $31K
Avalon Trust Co 0.00% Reduce -50.0% 290 $27K
Wellington Grp LLC 0.01% — 288 $27K
Russell Investments Group, Ltd. 0.00% Reduce -59.0% 238 $22K
Cullen/Frost Bankers, Inc. 0.00% Add +124.8% 236 $22K
Hantz Financial Services, Inc. 0.00% No change 227 $21K
TCTC Holdings, LLC 0.00% No change 220 $20K
MassMutual Private Wealth & Trust, FSB 0.00% No change 214 $20K
Spire Wealth Management 0.00% No change 205 $19K
Delos Wealth Advisors, LLC 0.01% No change 199 $19K
Aventura Private Wealth, LLC 0.01% Reduce -14.0% 197 $18K
Quarry LP 0.00% New 190 $18K
Capital Investment Advisory Services, LLC 0.00% Reduce -15.6% 189 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 188 $17K
Harbour Investments, Inc. 0.00% Add +207.0% 175 $16K
Longview Financial Advisors LLC 0.01% No change 166 $15K
Archer Investment Corp 0.00% No change 152 $14K
Albion Financial Group 0.00% No change 152 $14K
NFSG Corp 0.00% Add +1023.1% 146 $14K
Geneos Wealth Management Inc. 0.00% New 136 $13K
Arax Advisory Partners 0.00% New 127 $12K
Cornerstone Planning Group LLC 0.00% Add +0.8% 122 $12K
Abound Wealth Management 0.00% No change 126 $12K
Valley Wealth Managers, Inc. 0.00% New 122 $11K
Parkside Financial Bank & Trust 0.00% New 118 $11K
Larson Financial Group LLC 0.00% New 110 $10K
Franklin Resources Inc. 0.00% New 108 $10K
Plante Moran Financial Advisors, LLC 0.00% New 107 $10K
Breakwater Investment Management 0.00% No change 102 $9K
Fifth Third Bancorp 0.00% Reduce -75.7% 98 $9K
CoreCap Advisors, LLC 0.00% Add +36.6% 97 $9K
AlphaCore Capital LLC 0.00% Reduce -27.5% 95 $9K
Morris Financial Concepts, Inc. 0.00% No change 91 $8K
Legacy Wealth Managment, LLC 0.00% No change 88 $8K
IFP Advisors, Inc 0.00% No change 81 $8K
Center for Financial Planning, Inc. 0.00% No change 79 $7K
Laurel Wealth Advisors LLC 0.00% New 72 $7K
Global Retirement Partners, LLC 0.00% Add +3.0% 69 $6K
Kingdom Financial Group LLC. 0.00% New 64 $6K
Cape Investment Advisory, Inc. 0.00% New 60 $6K
Keating Financial Advisory Services, Inc. 0.00% — 56 $5K
Asset Dedication, LLC 0.00% Reduce -23.6% 55 $5K
HHM Wealth Advisors, LLC 0.00% No change 52 $5K
Ancora Advisors LLC 0.00% New 47 $4K
Inspire Investing, LLC 0.00% New 41 $4K
Bogart Wealth, LLC 0.00% No change 33 $3K
SouthState Bank Corp 0.00% Reduce -80.3% 32 $3K
Strive Financial Group ,LLC 0.00% — 26 $2K
Transamerica Financial Advisors, LLC 0.00% Add +8.3% 26 $2K
Glen Eagle Advisors, LLC 0.00% No change 25 $2K
Activest Wealth Management 0.00% Reduce -95.0% 24 $2K
United Community Bank 0.00% No change 23 $2K
Fortis Group Advisors, LLC 0.00% No change 23 $2K
McIlrath & Eck, LLC 0.00% No change 18 $2K
Global Wealth Strategies & Associates 0.00% Add +70.0% 17 $2K
Jones Financial Companies LLLP 0.00% Reduce -92.9% 17 $2K
McGuire Capital Advisors Inc. 0.00% — 15 $1K
Medallion Wealth Advisors, LLC 0.00% No change 14 $1K
Lanark Financial, Inc. 0.00% No change 13 $1K
Flagship Harbor Advisors, LLC 0.00% New 13 $1K
Eukles Asset Management 0.00% No change 12 $1K
Trust Co. of Toledo NA 0.00% No change 12 $1K
EverSource Wealth Advisors, LLC 0.00% No change 12 $1K
Granite FO LLC 0.00% No change 10 $930
Orion Capital Management LLC 0.00% No change 10 $930
Aptus Capital Advisors, LLC 0.00% New 10 $930
DHJJ Financial Advisors, Ltd. 0.00% No change 9 $837
Ares Financial Consulting, LLC 0.00% — 2 $144

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