JPMorgan Betabuilders CanadaBBCAETF
13F holders, Q1 2026 (March 31)241holders +2
36new positions
30sold out
2famous investors
$91.89avg. 13F price*
At the end of Q1 2026, 241 institutions reported holding JPMorgan Betabuilders Canada (BBCA) in their 13F filings, up 2 from Q4 2025. 36 opened new positions and 30 sold out. The largest holders were JPMorgan Chase & Co. ($6.9B), Municipal Employees' Retirement System of Michigan ($60.2M) and Assetmark, Inc. ($44.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Betabuilders Canada
- CUSIP
- 46641Q225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $39.6M |
| Exits | 30 | $27.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,345,472 shares bought and 1,037,877 shares sold, net +307,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| JPMorgan Chase & Co. | 0.47% | Add +0.7% | 74,812,398 | $6.9B |
| Municipal Employees' Retirement System of Michigan | 0.68% | Reduce -29.7% | 639,622 | $60.2M |
| Assetmark, Inc. | 0.09% | Reduce -1.1% | 467,906 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 466,947 | $43.9M |
| RiverFront Investment Group, LLC | 0.65% | Add +8.5% | 449,734 | $42.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.3% | 410,274 | $38.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -7.0% | 406,137 | $38.2M |
| Victory Capital Management Inc. | 0.02% | Reduce -31.3% | 348,718 | $32.8M |
| Strategic Investment Management, LLC | 13.09% | Reduce -6.5% | 333,320 | $31.4M |
| Elm Partners Management LLC | 1.27% | Add +8.7% | 320,704 | $29.4M |
| UBS Group AG | 0.00% | Add +68.3% | 180,520 | $17.0M |
| Flow Traders U.S. LLC | 0.53% | New | 176,677 | $16.6M |
| LPL Financial LLC | 0.00% | Add +3.2% | 171,995 | $16.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 159,290 | $15.0M |
| Willis Johnson & Associates, Inc. | 0.86% | Add +5.5% | 156,777 | $14.7M |
| Spinnaker Trust | 0.68% | Add +1.3% | 130,077 | $12.2M |
| Morgan Stanley | 0.00% | Add +38.0% | 121,138 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.9% | 118,420 | $11.1M |
| Atlas Capital Advisors Inc. | 1.19% | Reduce -1.8% | 110,848 | $10.4M |
| BOCHK Asset Management Ltd | 2.15% | New | 110,670 | $10.4M |
| Bank of America Corp. | 0.00% | Reduce -14.5% | 109,564 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 103,697 | $9.8M |
| PGIM Custom Harvest LLC | 0.13% | Add +7.1% | 90,354 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 89,061 | $8.4M |
| Rice Partnership, LLC | 1.06% | Add +11.2% | 82,196 | $7.7M |
| Greenwood Capital Associates LLC | 0.61% | Add +9.4% | 58,465 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +1.0% | 58,179 | $5.5M |
| Silphium Asset Management Ltd | 2.07% | Add +35.2% | 58,000 | $5.5M |
| Marex Group Ltd | 0.06% | Add +34.5% | 57,700 | $5.4M |
| Dorsey & Whitney Trust CO LLC | 0.23% | Reduce -0.7% | 44,706 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 42,635 | $4.0M |
| Choreo, LLC | 0.04% | Reduce -0.3% | 38,915 | $3.7M |
| Focus Partners Wealth | 0.00% | Add +6.5% | 6,648 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.6% | 29,212 | $2.7M |
| Cwm, LLC | 0.01% | Add +196.3% | 28,660 | $2.7M |
| FMR LLC | 0.00% | Add +22.5% | 28,467 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | New | 28,213 | $2.7M |
| Acima Private Wealth, LLC | 0.83% | Reduce -0.0% | 28,055 | $2.6M |
| Evansbrook LLC | 1.73% | No change | 27,569 | $2.6M |
| Bessemer Group Inc. | 0.00% | Reduce -13.3% | 26,994 | $2.5M |
| Creative Planning | 0.00% | Add +55.2% | 25,606 | $2.4M |
| Quantinno Capital Management LP | 0.00% | Add +12.1% | 23,551 | $2.2M |
| HRT Financial LP | 0.01% | New | 22,928 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -9.8% | 20,032 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 19,855 | $1.9M |
| Hudson Portfolio Management LLC | 1.56% | Add +4.3% | 19,662 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +194.9% | 19,266 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +135.6% | 18,862 | $1.8M |
| Alaska Permanent Capital Management, LLC | 0.12% | Add +0.6% | 18,396 | $1.7M |
| Sunpointe, LLC | 0.56% | Add +2.0% | 18,307 | $1.7M |
| Blair William & Co. | 0.00% | Add +10.7% | 17,639 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +17882.7% | 17,623 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -80.0% | 18,236 | $1.6M |
| Caprock Group, LLC | 0.04% | No change | 15,333 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +9.7% | 14,889 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 14,719 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -9.3% | 12,817 | $1.2M |
| Syon Capital LLC | 0.06% | Add +8.1% | 12,419 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +333.3% | 11,841 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 11,170 | $1.1M |
| Nolet Wealth Management, LLC | 0.60% | No change | 11,127 | $1.0M |
| Certuity, LLC | 0.07% | New | 10,869 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +146.3% | 10,763 | $1.0M |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.3% | 10,557 | $999K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 10,599 | $997K |
| Yoffe Investment Management, LLC | 1.27% | Reduce -1.3% | 10,540 | $991K |
| Quadrant Capital Group LLC | 0.03% | No change | 10,215 | $961K |
| Cerity Partners LLC | 0.00% | Reduce -1.8% | 9,286 | $873K |
| Sowell Financial Services LLC | 0.03% | Add +1.1% | 8,875 | $835K |
| Lumbard & Kellner, LLC | 0.27% | Add +1.0% | 8,409 | $791K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.3% | 8,270 | $778K |
| Ballentine Partners, LLC | 0.01% | No change | 8,085 | $760K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -2.5% | 8,065 | $759K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.1% | 7,739 | $728K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 7,043 | $662K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.2% | 7,008 | $659K |
| L.K. Benson & Company, P.C. | 0.22% | No change | 7,000 | $658K |
| Inscription Capital, LLC | 0.07% | No change | 6,959 | $655K |
| Northern Trust Corp. | 0.00% | Reduce -71.1% | 6,818 | $641K |
| Stephens Inc. | 0.01% | Add +172.8% | 6,567 | $618K |
| Renaissance Technologies | 0.00% | New | 6,400 | $602K |
| Commerce Bank | 0.00% | New | 6,305 | $593K |
| Innealta Capital, LLC | 0.37% | Reduce -29.8% | 6,249 | $588K |
| Scotia Capital Inc. | 0.00% | New | 6,249 | $588K |
| HSBC Holdings PLC | 0.00% | New | 6,056 | $570K |
| Ocean Park Asset Management, LLC | 0.03% | Add +23.2% | 6,035 | $568K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,872 | $552K |
| Private Trust Co. NA | 0.05% | Add +3.6% | 5,846 | $550K |
| Ieq Capital, LLC | 0.00% | Add +14.6% | 5,812 | $547K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 5,783 | $545K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -13.0% | 5,323 | $520K |
| CVA Family Office, LLC | 0.05% | Add +1.9% | 5,294 | $498K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.6% | 5,282 | $497K |
| Richardson Financial Services Inc. | 0.31% | Reduce -2.7% | 5,218 | $491K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.0% | 5,104 | $480K |
| &partners | 0.00% | Add +20.4% | 5,055 | $475K |
| Cloud Capital Management, LLC | 0.20% | No change | 4,990 | $469K |
| Sigma Planning Corp | 0.01% | New | 4,985 | $469K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.0% | 4,972 | $468K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.1% | 4,719 | $448K |
| Legacy Wealth Advisors, LLC | 0.22% | Add +104.1% | 4,499 | $423K |
| Vanguard National Trust Co | 0.03% | — | 4,487 | $422K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.8% | 4,452 | $419K |
| Wealthspire Advisors, LLC | 0.00% | No change | 4,434 | $417K |
| NewEdge Advisors, LLC | 0.00% | Reduce -43.4% | 4,356 | $410K |
| Waverly Advisors, LLC | 0.00% | Add +149.1% | 4,336 | $408K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 4,325 | $407K |
| Sapient Capital LLC | 0.01% | Reduce -27.6% | 4,314 | $406K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.0% | 4,219 | $397K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.4% | 4,100 | $386K |
| Angeles Wealth Management, LLC | 0.02% | No change | 3,986 | $375K |
| Beacon Advisors Holdings, LLC | 0.20% | Reduce -1.9% | 3,889 | $366K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.3% | 3,864 | $363K |
| Gotham Asset Management | 0.00% | No change | 3,810 | $358K |
| Seven Mile Advisory | 0.26% | New | 3,799 | $357K |
| GTS Securities LLC | 0.01% | New | 3,768 | $354K |
| National Bank of Canada | 0.00% | No change | 3,682 | $346K |
| Morton Capital Management LLC | 0.05% | Reduce -1.9% | 3,659 | $344K |
| One Wealth Management Investment & Advisory Services, LLC | 0.41% | No change | 3,639 | $342K |
| Maia Wealth LLC | 0.06% | Add +40.7% | 3,595 | $338K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 3,594 | $338K |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 3,416 | $321K |
| QRG Capital Management, Inc. | 0.00% | Add +41.5% | 3,298 | $310K |
| waypoint wealth counsel | 0.16% | No change | 3,191 | $300K |
| Busey Bank | 0.01% | No change | 3,132 | $295K |
| US Bancorp \de | 0.00% | Reduce -47.3% | 3,076 | $289K |
| Savant Capital, LLC | 0.00% | Reduce -15.3% | 3,033 | $285K |
| Fiduciary Wealth Partners, LLC | 0.18% | New | 2,997 | $282K |
| Advisors Capital Management, LLC | 0.00% | Reduce -5.5% | 2,910 | $274K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 2,725 | $271K |
| Balefire, LLC | 0.05% | Reduce -0.9% | 2,761 | $260K |
| Sunrise Financial Services, LLC | 0.18% | New | 2,680 | $252K |
| Cooksen Wealth, LLC | 0.18% | No change | 2,647 | $249K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.7% | 2,644 | $249K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,644 | $249K |
| Waterloo Capital, L.P. | 0.02% | No change | 2,618 | $246K |
| Ironwood Investment Counsel, LLC | 0.03% | Add +18.7% | 2,565 | $241K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.3% | 2,559 | $241K |
| Miller Global Investments, LLC | 0.22% | Reduce -3.3% | 2,549 | $240K |
| HB Wealth Management, LLC | 0.00% | Add +17.4% | 2,533 | $238K |
| Cedarwood Wealth LLC | 0.24% | No change | 2,513 | $236K |
| Simon Quick Advisors, LLC | 0.01% | Add +5.0% | 2,474 | $233K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.2% | 2,449 | $230K |
| Beverly Hills Private Wealth, LLC | 0.04% | Add +1.3% | 2,390 | $225K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 2,385 | $224K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.3% | 2,386 | $224K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 2,369 | $223K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,363 | $222K |
| Evoke Wealth, LLC | 0.00% | No change | 2,272 | $214K |
| Crewe Advisors LLC | 0.02% | No change | 2,100 | $198K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,861 | $175K |
| Smartleaf Asset Management LLC | 0.01% | Add +63.3% | 1,840 | $169K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -5.8% | 1,576 | $148K |
| Clearstead Advisors, LLC | 0.00% | Add +10.1% | 1,437 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,358 | $128K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,331 | $125K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,300 | $122K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,060 | $100K |
| Vanguard Advisers Inc. | 0.00% | — | 939 | $88K |
| Allworth Financial LP | 0.00% | Add +12.1% | 880 | $83K |
| Trust Co. of Toledo NA | 0.01% | Add +6950.0% | 846 | $80K |
| AE Wealth Management LLC | 0.00% | Reduce -10.4% | 833 | $78K |
| Destiny Wealth Partners, LLC | 0.01% | New | 827 | $78K |
| Arlington Trust Co LLC | 0.01% | New | 799 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 707 | $67K |
| Blue Trust, Inc. | 0.00% | Reduce -1.3% | 662 | $62K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 628 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -53.1% | 597 | $56K |
| Advisory Services Network, LLC | 0.00% | New | 585 | $55K |
| MAI Capital Management | 0.00% | Reduce -4.2% | 566 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 565 | $53K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -10.2% | 555 | $52K |
| Franklin Resources Inc. | 0.00% | Add +374.1% | 512 | $48K |
| AdvisorNet Financial, Inc | 0.00% | No change | 495 | $47K |
| GAMMA Investing LLC | 0.00% | Add +47.3% | 486 | $46K |
| Bayban | 0.04% | No change | 459 | $43K |
| Jones Financial Companies LLLP | 0.00% | Add +2500.0% | 442 | $41K |
| International Assets Investment Management, LLC | 0.00% | Reduce -15.7% | 429 | $41K |
| Chesapeake Asset Management LLC | 0.03% | No change | 407 | $38K |
| TD Private Client Wealth LLC | 0.00% | Add +14.4% | 406 | $38K |
| Capital Investment Counsel, Inc | 0.00% | No change | 345 | $32K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 335 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +36.9% | 323 | $30K |
| Wellington Grp LLC | 0.01% | Add +4.9% | 302 | $28K |
| Avalon Trust Co | 0.00% | No change | 290 | $27K |
| Hantz Financial Services, Inc. | 0.00% | Add +27.3% | 289 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +28.0% | 224 | $21K |
| Spire Wealth Management | 0.00% | No change | 205 | $19K |
| Mather Group, Llc. | 0.00% | New | 202 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.5% | 188 | $18K |
| Lanark Financial, Inc. | 0.00% | Add +1330.8% | 186 | $17K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -8.1% | 181 | $17K |
| NFSG Corp | 0.00% | Add +23.3% | 180 | $17K |
| Longview Financial Advisors LLC | 0.01% | No change | 166 | $16K |
| Archer Investment Corp | 0.00% | No change | 152 | $14K |
| Albion Financial Group | 0.00% | No change | 152 | $14K |
| Arax Advisory Partners | 0.00% | Add +18.9% | 151 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.0% | 141 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -29.1% | 141 | $13K |
| Rossby Financial, LCC | 0.00% | New | 130 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.8% | 123 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.6% | 127 | $12K |
| Abound Wealth Management | 0.00% | No change | 126 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 118 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Add +29.6% | 114 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 110 | $10K |
| Breakwater Investment Management | 0.00% | No change | 102 | $10K |
| IFP Advisors, Inc | 0.00% | Add +21.0% | 98 | $9K |
| AlphaCore Capital LLC | 0.00% | No change | 95 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 91 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 79 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 78 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 65 | $6K |
| Kingdom Financial Group LLC. | 0.00% | Add +1.6% | 65 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 56 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 55 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 55 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 53 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 50 | $5K |
| Wilkerson Advisory Group LLC | 0.00% | New | 45 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -53.6% | 45 | $4K |
| Inspire Investing, LLC | 0.00% | No change | 41 | $4K |
| Riverview Trust Co | 0.00% | New | 35 | $3K |
| Cardiff Park Advisors, LLC | 0.00% | New | 34 | $3K |
| SouthState Bank Corp | 0.00% | No change | 32 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $2K |
| Activest Wealth Management | 0.00% | No change | 24 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 23 | $2K |
| Strive Financial Group ,LLC | 0.00% | No change | 26 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 18 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -20.0% | 12 | $1K |
| Eukles Asset Management | 0.00% | No change | 12 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -57.7% | 11 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 11 | $1K |
| Granite FO LLC | 0.00% | No change | 10 | $941 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $847 |
| Rothschild Investment LLC | 0.00% | New | 4 | $376 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -94.1% | 1 | $94 |
"% of holder's portfolio" is BBCA's weight in each manager's 13F, not the share of JPMorgan Betabuilders Canada the manager owns.