JPMorgan Betabuilders JapanBBJPETF

13F holders, Q1 2024 (March 31)
246holders
1famous investor
$58.55avg. 13F price*

At the end of Q1 2024, 246 institutions reported holding JPMorgan Betabuilders Japan (BBJP) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($7.7B), Bank of America Corp. ($211.0M) and Provida Pension Fund Administrator ($168.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPMorgan Betabuilders Japan
CUSIP
46641Q217
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 246Q1 2024Q2 2024: 244Q2 2024Q3 2024: 208Q3 2024Q4 2024: 207Q4 2024Q1 2025: 209Q1 2025Q2 2025: 226Q2 2025Q3 2025: 241Q3 2025Q4 2025: 269Q4 2025Q1 2026: 264Q1 2026Q2 2026: 259Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions55$195.4M
Exits25$43.6M

Ownership 246 holders

JPMorgan Chase & Co. 0.69% Add +3.3% 131,415,060 $7.7B
Bank of America Corp. 0.02% Reduce -25.0% 3,602,949 $211.0M
Provida Pension Fund Administrator 4.19% Add +34.4% 2,881,870 $168.7M
Morgan Stanley 0.01% Add +1.2% 1,794,689 $105.1M
Perella Weinberg Partners Capital Management LP 9.01% Reduce -33.7% 1,527,404 $89.4M
Richard Bernstein Advisors LLC 1.72% Reduce -39.8% 1,369,997 $80.2M
Bank of Nova Scotia 0.15% Add +31.5% 1,256,579 $73.6M
Allspring Global Investments Holdings, LLC 0.11% New 1,234,144 $72.3M
3EDGE Asset Management, LP 5.19% Add +4758.0% 1,137,168 $66.6M
Mirae Asset Global Investments Co., Ltd. 0.14% Reduce -5.6% 1,108,480 $64.9M
Envestnet Asset Management Inc. 0.02% Reduce -10.2% 841,393 $49.3M
Korea Investment CORP 0.12% No change 814,200 $47.7M
AIA Group Ltd 1.40% Add +6.1% 733,995 $43.0M
LPL Financial LLC 0.02% Add +2.9% 560,302 $32.8M
Alliancebernstein L.P. 0.01% New 555,742 $32.5M
Royal Bank of Canada 0.01% Reduce -10.0% 479,755 $28.1M
HighTower Advisors, LLC 0.04% Add +19.3% 458,308 $26.9M
Southern Farm Bureau Life Insurance 3.72% New 384,185 $22.5M
Principal Securities, Inc. 0.64% Add +4.3% 348,628 $20.4M
Sentinel Trust Co. Lba 2.43% Add +1.3% 321,500 $18.8M
1607 Capital Partners, LLC 1.50% Reduce -2.0% 313,650 $18.4M
Bank of New York Mellon Corp 0.00% Reduce -6.0% 240,436 $14.1M
Sage Advisory Services, Ltd.Co. 3.31% Reduce -10.8% 206,784 $12.1M
Eldridge Investment Advisors, Inc. 3.11% Add +12.4% 206,580 $12.1M
Comerica Bank 0.05% Reduce -24.3% 197,346 $11.6M
Karpus Management, Inc. 0.32% Reduce -11.2% 191,611 $11.2M
Avidian Wealth Enterprises, LLC 0.58% Reduce -13.8% 186,455 $10.9M
Vestmark Advisory Solutions, Inc. 0.46% Add +18.4% 181,239 $10.6M
Townsquare Capital LLC 0.15% New 169,768 $9.9M
Jacobi Capital Management LLC 0.90% Reduce -0.1% 165,772 $9.7M
New York State Common Retirement Fund 0.01% Reduce -3.1% 133,474 $7.8M
Wellington Management Group LLP 0.00% Reduce -3.1% 133,474 $7.8M
Leo Wealth, LLC 0.78% Add +9.2% 130,985 $7.6M
Spinnaker Trust 0.49% Add +2.2% 129,999 $7.6M
Old Mission Capital LLC 0.17% New 120,483 $7.1M
Peak Financial Advisors LLC 3.85% Add +1.1% 107,917 $6.3M
Cwm, LLC 0.03% Reduce -13.2% 104,125 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +216.8% 102,792 $6.0M
New Vernon Capital Holdings II LLC 3.03% No change 99,955 $5.9M
UBS Group AG 0.00% Reduce -14.9% 97,519 $5.7M
Madison Asset Management, LLC 0.06% Reduce -13.3% 89,267 $5.2M
Baird Financial Group, Inc. 0.01% Add +29.6% 85,798 $5.0M
PGIM Custom Harvest LLC 0.12% Reduce -21.1% 85,586 $5.0M
BigSur Wealth Management LLC 1.55% New 84,605 $5.0M
Innealta Capital, LLC 2.05% New 82,709 $4.8M
Orion Porfolio Solutions, LLC 0.05% New 73,652 $4.3M
Orion Portfolio Solutions, LLC 0.05% New 73,652 $4.3M
Birch Hill Investment Advisors LLC 0.21% New 73,325 $4.3M
Wells Fargo & Company 0.00% Reduce -6.7% 71,971 $4.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.8% 63,169 $3.7M
Flow Traders U.S. LLC 0.20% New 63,005 $3.7M
Credit Suisse AG/ 0.00% New 60,160 $3.5M
Mount Lucas Management LP 1.15% Reduce -7.2% 58,854 $3.4M
Cetera Investment Advisers 0.01% Add +46.9% 52,220 $3.1M
Clear Harbor Asset Management, LLC 0.26% Add +6.9% 50,179 $2.9M
Corient Private Wealth LP 0.01% Add +6.4% 48,895 $2.9M
FDx Advisors, Inc. 0.38% Reduce -46.7% 42,586 $2.5M
Interchange Capital Partners, LLC 1.65% Reduce -3.4% 41,714 $2.4M
Lake Street Advisors Group, LLC 0.11% Add +0.8% 40,415 $2.4M
GYL Financial Synergies, LLC 0.19% Add +2.7% 40,318 $2.4M
Susquehanna International Group, LLP 0.00% New 37,454 $2.2M
Keel Point, LLC 0.22% Reduce -0.0% 36,538 $2.1M
Good Life Advisors, LLC 0.19% Add +9.2% 36,280 $2.1M
Acima Private Wealth, LLC 0.76% Add +24.7% 35,094 $2.1M
Blair William & Co. 0.01% Add +2.2% 34,994 $2.0M
Summit Place Financial Advisors, LLC 1.19% Add +16.7% 34,825 $2.0M
AMG National Trust Bank 0.06% Reduce -69.6% 34,452 $2.0M
Beck Capital Management, LLC 0.57% New 34,155 $2.0M
Dorsey & Whitney Trust CO LLC 0.13% Add +3.8% 32,041 $1.9M
Alliance Wealth Advisors, LLC 0.55% New 31,657 $1.9M
Portside Wealth Group, LLC 0.34% New 31,342 $1.8M
CVA Family Office, LLC 0.32% Add +53.9% 30,483 $1.8M
Lazard Asset Management LLC 0.00% Reduce -1.2% 30,238 $1.8M
Prosperity Consulting Group, LLC 0.22% New 29,678 $1.7M
Focus Financial Network, Inc. 0.08% — 29,814 $1.6M
New York Life Investment Management LLC 0.02% New 27,851 $1.6M
Louisbourg Investments Inc. 0.41% Add +25.0% 25,000 $1.5M
MML Investors Services, LLC 0.01% Reduce -17.5% 23,047 $1.3M
Citadel Advisors 0.00% Reduce -11.4% 22,732 $1.3M
Atria Investments, Inc 0.02% Reduce -24.6% 22,474 $1.3M
Neuberger Berman Group LLC 0.00% Add +1.1% 22,293 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -21.3% 21,744 $1.3M
Arete Wealth Advisors, LLC 0.11% New 21,131 $1.2M
Zurich Insurance Group Ltd 0.01% No change 21,165 $1.2M
Perigon Wealth Management, LLC 0.03% Add +75.8% 19,613 $1.1M
Atria Wealth Solutions, Inc. 0.01% Add +29.0% 19,220 $1.1M
Private Advisor Group, LLC 0.01% Add +5.4% 18,724 $1.1M
Prospera Financial Services Inc 0.03% Add +11.4% 18,459 $1.1M
Transcend Capital Advisors, LLC 0.09% Reduce -42.0% 18,245 $1.1M
Robertson Stephens Wealth Management, LLC 0.06% Add +38.0% 17,579 $1.0M
Rockefeller Capital Management L.P. 0.00% Add +10.3% 17,490 $1.0M
Baker Tilly Wealth Management, LLC 0.17% New 16,157 $946K
Equitable Holdings, Inc. 0.01% Reduce -10.8% 15,388 $901K
Stifel Financial Corp. 0.00% Reduce -42.2% 14,846 $869K
Raymond James Financial Services Advisors, Inc. 0.00% Add +229.7% 14,429 $845K
Wealth Enhancement Advisory Services, LLC 0.00% New 14,052 $823K
Brighton Jones LLC 0.03% Add +2.4% 13,216 $774K
Ameriprise Financial Inc. 0.00% Add +12.6% 12,968 $759K
Raymond James & Associates 0.00% Add +1.0% 12,832 $751K
Gateway Wealth Partners, LLC 0.27% Add +17.0% 12,767 $747K
Sapient Capital LLC 0.02% Reduce -26.9% 12,748 $746K
Retirement Planning Group, LLC 0.06% Reduce -0.0% 12,339 $722K
Rothschild Wealth LLC 0.25% — 12,147 $711K
Icon Wealth Advisors, LLC 0.07% No change 12,070 $707K
Wealthfront Advisers LLC 0.00% Add +82.7% 11,969 $701K
FMR LLC 0.00% Add +24.9% 11,773 $689K
Truist Financial Corp. 0.00% Add +10.1% 11,682 $684K
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 11,522 $675K
Kestra Private Wealth Services, LLC 0.02% New 11,446 $670K
Wealthspire Advisors, LLC 0.01% Reduce -4.4% 11,395 $667K
Mercer Global Advisors Inc. 0.00% New 10,988 $643K
US Bancorp \de 0.00% Add +105.9% 10,233 $599K
Northern Trust Corp. 0.00% New 9,833 $576K
Inscription Capital, LLC 0.09% No change 9,711 $569K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -61.3% 9,294 $544K
Levy Wealth Management Group, LLC 0.15% No change 10,216 $537K
Operose Advisors LLC 0.18% New 9,141 $535K
Financial Network Wealth Advisors LLC 0.52% New 8,846 $518K
Gilbert & Cook, Inc. 0.07% Reduce -11.3% 8,788 $515K
AlphaCentric Advisors LLC 0.31% Reduce -8.4% 8,747 $512K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 8,725 $511K
Commonwealth Equity Services, LLC 0.00% Add +4.3% 8,372 $490K
Geneos Wealth Management Inc. 0.02% Add +14676.4% 8,127 $476K
Bank of Montreal 0.00% Reduce -2.0% 8,053 $473K
Strategic Blueprint, LLC 0.03% New 7,826 $458K
Custos Family Office, LLC 0.24% Reduce -8.2% 7,820 $458K
Harbour Investments, Inc. 0.02% Add +24.3% 7,732 $453K
OneDigital Investment Advisors LLC 0.01% Add +7.3% 7,577 $444K
Sather Financial Group Inc 0.03% New 7,071 $414K
Diversify Advisory Services, LLC 0.02% — 7,178 $414K
Horizon Family Wealth, Inc. 0.32% Add +3.9% 7,006 $410K
Raymond James Trust N.A. 0.01% Reduce -0.2% 6,795 $398K
Middleton & Co. Inc. 0.04% New 6,632 $388K
Argent Trust Co 0.02% No change 6,614 $387K
Bessemer Group Inc. 0.00% Add +8626.7% 6,545 $383K
FirstPurpose Wealth LLC 0.14% New 6,550 $373K
Blue Edge Capital, LLC 0.06% Add +28.9% 6,053 $354K
One Wealth Management Investment & Advisory Services, LLC 0.14% Add +2.6% 5,971 $350K
Cresset Asset Management, LLC 0.00% Add +2.0% 5,925 $347K
Patron Partners, LLC 0.21% Reduce -36.6% 5,921 $347K
HBW Advisory Services LLC 0.06% No change 6,555 $344K
Dakota Wealth Management 0.01% Reduce -0.3% 5,635 $330K
Private Trust Co. NA 0.04% Add +20.4% 5,592 $327K
Kestra Advisory Services, LLC 0.00% New 5,545 $325K
Ehrlich Financial Group 0.27% Reduce -30.6% 5,524 $323K
Wintrust Investments LLC 0.03% Reduce -1.9% 5,441 $319K
NewEdge Advisors, LLC 0.00% Reduce -61.5% 5,428 $318K
Abel Hall, LLC 0.24% No change 5,425 $318K
Cooksen Wealth, LLC 0.33% Reduce -12.0% 5,398 $316K
Swmg, LLC 0.14% Reduce -11.5% 5,368 $314K
Financial Advocates Investment Management 0.02% New 6,053 $305K
One Wealth Map LLC 0.20% Reduce -30.2% 5,458 $301K
Cadence Bank 0.02% No change 5,076 $297K
Turtle Creek Wealth Advisors, LLC 0.07% No change 5,012 $293K
Creative Planning 0.00% Reduce -8.6% 4,641 $272K
Janney Montgomery Scott LLC 0.00% Reduce -39.1% 4,410 $258K
Cedar Brook Financial Partners, LLC 0.05% No change 4,381 $257K
Cary Street Partners Asset Management LLC 0.04% Reduce -35.4% 4,362 $255K
Sierra Capital LLC 0.03% New 4,236 $248K
First PREMIER Bank 0.06% No change 4,181 $245K
Citigroup Inc. 0.00% Add +3372.0% 4,097 $240K
Norden Group LLC 0.05% New 4,094 $240K
LM Advisors LLC 0.04% New 6,069 $238K
Captrust Financial Advisors 0.00% Reduce -78.0% 4,051 $237K
Quadrant Capital Group LLC 0.02% No change 3,982 $233K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -25.9% 3,800 $222K
Park Avenue Securities LLC 0.00% Reduce -10.4% 3,765 $220K
Quantinno Capital Management LP 0.00% New 3,631 $213K
IHT Wealth Management, LLC 0.01% New 3,568 $209K
Virtue Capital Management, LLC 0.04% New 3,669 $209K
Cerity Partners LLC 0.00% Reduce -27.0% 3,565 $208K
SVB Wealth LLC 0.00% Reduce -59.0% 3,526 $206K
Continuum Advisory, LLC 0.03% Reduce -40.6% 3,352 $188K
Avior Wealth Management, LLC 0.01% New 2,457 $144K
CIBC Private Wealth Group LLC 0.00% Reduce -84.7% 2,071 $119K
Venturi Wealth Management, LLC 0.01% Reduce -27.2% 1,678 $98K
Qube Research & Technologies Ltd 0.00% Reduce -81.8% 1,646 $96K
Wetzel Investment Advisors, Inc. 0.05% No change 1,680 $92K
Fifth Third Bancorp 0.00% Reduce -72.0% 1,375 $81K
Global Retirement Partners, LLC 0.00% Add +9.3% 1,112 $65K
ESL Trust Services, LLC 0.02% New 989 $58K
FSC Wealth Advisors, LLC 0.04% No change 977 $57K
Bfsg, LLC 0.01% Add +2812.5% 932 $55K
Farther Finance Advisors, LLC 0.00% Add +676.9% 909 $52K
Webster Bank, N. A. 0.01% No change 849 $50K
O'shaughnessy Asset Management, LLC 0.00% No change 747 $44K
MassMutual Private Wealth & Trust, FSB 0.00% No change 729 $43K
TCTC Holdings, LLC 0.00% No change 705 $41K
Orion Capital Management LLC 0.02% No change 698 $41K
Spire Wealth Management 0.00% No change 622 $36K
Fortitude Family Office, LLC 0.02% New 590 $35K
AdvisorNet Financial, Inc 0.00% No change 584 $34K
Blue Trust, Inc. 0.00% Reduce -26.4% 550 $32K
Mather Group, Llc. 0.00% New 478 $25K
Founders Financial Alliance, LLC 0.01% Add +127.7% 428 $25K
Whittier Trust Co. 0.00% No change 425 $25K
Cassady Schiller Wealth Management, LLC 0.01% No change 412 $24K
Lanark Financial, Inc. 0.00% Reduce -3.5% 410 $24K
Caldwell Sutter Capital, Inc. 0.01% No change 403 $24K
Caldwell Trust Co 0.00% New 370 $22K
Larson Financial Group LLC 0.00% No change 348 $20K
Steward Partners Investment Advisory, LLC 0.00% Reduce -61.4% 342 $20K
Crewe Advisors LLC 0.00% No change 340 $20K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.7% 327 $19K
Brown Brothers Harriman & Co. 0.00% Reduce -75.0% 301 $18K
Archer Investment Corp 0.01% Add +21.1% 281 $16K
Cape Investment Advisory, Inc. 0.01% Add +23.4% 227 $13K
CoreCap Advisors, LLC 0.00% New 222 $13K
Private Capital Management LLC 0.00% New 214 $13K
Clear Point Advisors Inc. 0.01% New 213 $12K
Colonial Trust Advisors 0.00% New 211 $12K
Cornerstone Planning Group LLC 0.00% Reduce -62.8% 198 $11K
GAMMA Investing LLC 0.00% Reduce -0.6% 176 $10K
Pinnacle Bancorp, Inc. 0.00% Add +56.8% 174 $10K
M&R Capital Management Inc. 0.00% No change 174 $10K
Tucker Asset Management LLC 0.00% No change 155 $9K
Clearstead Advisors, LLC 0.00% No change 142 $8K
Whittier Trust Co. of Nevada Inc. 0.00% No change 129 $8K
Beacon Capital Management, LLC 0.00% New 105 $6K
Oliver Lagore Vanvalin Investment Group 0.00% New 95 $6K
NorthRock Partners, LLC 0.00% Reduce -8.8% 93 $5K
First Horizon Advisors, Inc. 0.00% Reduce -81.1% 89 $5K
Allworth Financial LP 0.00% Reduce -60.5% 81 $5K
IFP Advisors, Inc 0.00% Reduce -69.1% 80 $5K
Realta Investment Advisors 0.00% New 78 $5K
Assetmark, Inc. 0.00% Add +50.0% 78 $5K
Morris Financial Concepts, Inc. 0.00% Add +41.3% 65 $4K
Glass Jacobson Investment Advisors llc 0.00% New 63 $4K
SOA Wealth Advisors, LLC. 0.00% No change 62 $4K
Sound Income Strategies, LLC 0.00% No change 59 $3K
Tsfg, LLC 0.00% No change 44 $3K
Asset Dedication, LLC 0.00% New 50 $3K
Fernwood Investment Management, LLC 0.00% New 48 $3K
Arax Advisory Partners 0.00% No change 39 $2K
SYSTM Wealth Solutions LLC 0.00% Reduce -96.1% 35 $2K
Glen Eagle Advisors, LLC 0.00% No change 35 $2K
Kathleen S. Wright Associates Inc. 0.00% Add +36.4% 30 $2K
Eukles Asset Management 0.00% No change 28 $2K
Signaturefd, LLC 0.00% Reduce -87.4% 26 $2K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 26 $2K
Granite FO LLC 0.00% New 24 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -36.1% 23 $1K
Vima LLC 0.00% Reduce -92.9% 21 $1K
Capital Advisors, Ltd. LLC 0.00% No change 11 $1K
Financial Gravity Asset Management, Inc. 0.00% No change 4 $210
Alaska Wealth Advisors, LLC 0.00% New 3 $176

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