JPMorgan Betabuilders UsdBBCBETF
13F holders, Q1 2025 (March 31)26holders +2
2new positions
1sold out
1famous investor
$45.42avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding JPMorgan Betabuilders Usd Inc. (BBCB) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Jmac Enterprises LLC ($3.5M), LPL Financial LLC ($3.0M) and Trivium Point Advisory, LLC ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Betabuilders Usd Inc.
- CUSIP
- 46641Q449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $35K |
| Exits | 1 | $217K |
All 13F filers, Q4 2024 → Q1 2025: 34,846 shares bought and 39,613 shares sold, net −4,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Jmac Enterprises LLC | 0.82% | Add +7.4% | 76,276 | $3.5M |
| LPL Financial LLC | 0.00% | Add +14.0% | 65,685 | $3.0M |
| Trivium Point Advisory, LLC | 0.28% | Reduce -1.7% | 49,356 | $2.2M |
| Freedom Investment Management, Inc. | 0.16% | Reduce -2.3% | 41,159 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -36.4% | 38,001 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 34,881 | $1.6M |
| Morgan Stanley | 0.00% | Add +15.8% | 33,709 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.7% | 30,154 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +26.3% | 27,636 | $1.3M |
| Blue Oak Capital, LLC | 0.59% | Add +10.3% | 23,416 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -30.3% | 22,142 | $1.0M |
| Graypoint LLC | 0.06% | Reduce -0.1% | 20,807 | $945K |
| Lion Street Advisors, LLC | 0.19% | Add +1.3% | 13,096 | $595K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.6% | 9,832 | $447K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.4% | 8,299 | $377K |
| Bank of America Corp. | 0.00% | Add +67.1% | 5,845 | $265K |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 5,213 | $237K |
| FWL Investment Management, LLC | 0.03% | Add +156.2% | 1,568 | $71K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.6% | 944 | $43K |
| AdvisorNet Financial, Inc | 0.00% | Add +102.0% | 794 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +218.2% | 630 | $29K |
| Osaic Holdings, Inc. | 0.00% | New | 413 | $19K |
| Royal Bank of Canada | 0.00% | New | 351 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 20 | $908 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 16 | $727 |
| Harbour Investments, Inc. | 0.00% | No change | 2 | $91 |
"% of holder's portfolio" is BBCB's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Inc. the manager owns.