JPMorgan Betabuilders JapanBBJPETF

13F holders, Q2 2024 (June 30)
244holders −2
30new positions
34sold out
1famous investor
$56.43avg. 13F price*

At the end of Q2 2024, 244 institutions reported holding JPMorgan Betabuilders Japan (BBJP) in their 13F filings, down 2 from Q1 2024. 30 opened new positions and 34 sold out. The largest holders were JPMorgan Chase & Co. ($7.6B), Bank of America Corp. ($206.5M) and 3EDGE Asset Management, LP ($150.3M). 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 → Q2 2024

InstitutionsTotal Value
New Positions30$36.0M
Exits34$18.3M

All 13F filers, Q1 2024 → Q2 2024: 6,586,071 shares bought and 3,014,061 shares sold, net +3,572,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

JPMorgan Chase & Co. 0.65% Add +2.2% 134,357,704 $7.6B
Bank of America Corp. 0.02% Add +1.6% 3,660,175 $206.5M
3EDGE Asset Management, LP 11.79% Add +134.2% 2,662,688 $150.3M
Cerity Partners OCIO LLC 11.26% — 2,604,954 $147.0M
Provida Pension Fund Administrator 2.84% Reduce -30.7% 1,998,310 $112.8M
Morgan Stanley 0.01% Reduce -24.3% 1,359,009 $76.7M
Richard Bernstein Advisors LLC 1.64% Reduce -4.3% 1,310,573 $74.0M
Allspring Global Investments Holdings, LLC 0.11% Reduce -3.3% 1,193,825 $67.4M
Bank of Nova Scotia 0.12% Reduce -18.1% 1,028,709 $58.1M
Korea Investment CORP 0.12% No change 814,200 $45.9M
Envestnet Asset Management Inc. 0.02% Reduce -7.6% 777,810 $43.9M
AIA Group Ltd 1.26% Add +3.8% 761,850 $43.0M
Mirae Asset Global Investments Co., Ltd. 0.21% Reduce -32.1% 753,000 $42.2M
LPL Financial LLC 0.02% Add +3.0% 577,354 $32.6M
Alliancebernstein L.P. 0.01% Reduce -4.1% 533,150 $30.1M
Royal Bank of Canada 0.01% Add +4.7% 502,131 $28.3M
HighTower Advisors, LLC 0.04% Add +5.3% 482,692 $27.2M
Southern Farm Bureau Life Insurance 3.55% No change 384,185 $21.6M
1607 Capital Partners, LLC 1.80% Add +13.5% 356,050 $20.1M
Sentinel Trust Co. Lba 2.44% Add +9.4% 351,800 $19.9M
Townsquare Capital LLC 0.27% Add +103.3% 345,155 $19.5M
Principal Securities, Inc. 0.47% Reduce -13.4% 301,722 $17.0M
Bank of New York Mellon Corp 0.00% Reduce -6.8% 224,049 $12.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +106.5% 212,274 $12.0M
Sage Advisory Services, Ltd.Co. 3.32% Add +1.3% 209,391 $11.8M
Vestmark Advisory Solutions, Inc. 0.48% Add +13.0% 204,765 $11.6M
Eldridge Investment Advisors, Inc. 2.84% Reduce -3.4% 199,636 $11.3M
Avidian Wealth Enterprises, LLC 0.52% Add +2.7% 191,480 $10.8M
Ameriprise Financial Inc. 0.00% Add +1354.4% 188,611 $10.6M
Karpus Management, Inc. 0.29% Reduce -4.1% 183,796 $10.4M
Comerica Bank 0.04% Reduce -8.6% 180,414 $10.2M
Jane Street Group, LLC 0.01% New 172,634 $9.7M
Orion Porfolio Solutions, LLC 0.10% Add +131.2% 170,248 $9.6M
Orion Portfolio Solutions, LLC 0.10% Add +131.2% 170,248 $9.6M
Spinnaker Trust 0.61% Add +29.9% 168,927 $9.5M
Jacobi Capital Management LLC 0.79% Reduce -2.3% 162,002 $9.1M
Old Mission Capital LLC 0.18% Add +0.7% 121,270 $6.8M
Osaic Holdings, Inc. 0.02% Add +446.3% 118,779 $6.7M
Permanens Capital L.P. 0.63% New 109,085 $6.2M
UBS Group AG 0.00% Add +4.6% 101,988 $5.8M
New Vernon Capital Holdings II LLC 3.04% No change 99,955 $5.6M
Bessemer Group Inc. 0.01% Add +1423.8% 99,731 $5.6M
PGIM Custom Harvest LLC 0.13% Add +16.5% 99,721 $5.6M
BigSur Wealth Management LLC 1.64% Add +12.3% 95,005 $5.4M
Peak Financial Advisors LLC 3.07% Reduce -12.2% 94,785 $5.3M
Wellington Management Group LLP 0.00% Reduce -30.1% 93,345 $5.3M
Birch Hill Investment Advisors LLC 0.24% Add +19.7% 87,770 $5.0M
Alliance Wealth Advisors, LLC 1.41% Add +168.8% 85,095 $4.8M
Baird Financial Group, Inc. 0.01% Reduce -1.4% 84,621 $4.8M
Cwm, LLC 0.02% Reduce -22.5% 80,737 $4.6M
Madison Asset Management, LLC 0.05% Reduce -18.8% 72,490 $4.1M
Wells Fargo & Company 0.00% Reduce -7.0% 66,931 $3.8M
Innealta Capital, LLC 1.17% Reduce -24.8% 62,230 $3.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 60,160 $3.4M
Portside Wealth Group, LLC 0.65% Add +91.5% 60,022 $3.4M
Rock Creek Group LLC 0.45% New 59,733 $3.4M
Mount Lucas Management LP 1.13% Reduce -4.5% 56,215 $3.2M
Sanctuary Advisors, LLC 0.02% — 55,054 $3.0M
Arete Wealth Advisors, LLC 0.24% Add +144.9% 51,758 $2.9M
Clear Harbor Asset Management, LLC 0.25% Add +1.4% 50,893 $2.9M
Choreo, LLC 0.05% New 50,619 $2.8M
Cetera Investment Advisers 0.01% Reduce -3.6% 50,317 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.1% 49,822 $2.8M
Corient Private Wealth LP 0.00% Reduce -2.4% 47,734 $2.7M
Prosperity Consulting Group, LLC 0.35% Add +55.3% 46,097 $2.6M
Dorsey & Whitney Trust CO LLC 0.18% Add +43.5% 45,995 $2.6M
Wallace Advisory Group, LLC 1.82% New 44,889 $2.5M
Interchange Capital Partners, LLC 0.85% Reduce -1.6% 41,032 $2.3M
Lake Street Advisors Group, LLC 0.11% No change 40,415 $2.3M
GYL Financial Synergies, LLC 0.17% Reduce -1.3% 39,808 $2.2M
FDx Advisors, Inc. 0.62% Reduce -7.0% 39,621 $2.2M
Blair William & Co. 0.01% Add +8.4% 37,947 $2.1M
Focus Financial Network, Inc. 0.09% Add +17.2% 34,948 $2.1M
Keel Point, LLC 0.18% Reduce -0.1% 36,512 $2.0M
Summit Place Financial Advisors, LLC 1.18% Add +1.9% 35,500 $2.0M
Acima Private Wealth, LLC 0.73% Add +0.6% 35,305 $2.0M
New York Life Investment Management LLC 0.02% Add +26.1% 35,124 $2.0M
Qube Research & Technologies Ltd 0.00% Add +1893.7% 32,817 $1.9M
Axiom Advisory, LLC 0.02% New 28,728 $1.6M
CVA Family Office, LLC 0.28% Reduce -8.6% 27,863 $1.6M
Perigon Wealth Management, LLC 0.04% Add +27.1% 24,918 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +61.2% 22,653 $1.3M
GTS Securities LLC 0.02% New 21,046 $1.2M
Atria Investments, Inc 0.02% Reduce -8.2% 20,624 $1.2M
MML Investors Services, LLC 0.00% Reduce -14.1% 19,792 $1.1M
Mercer Global Advisors Inc. 0.00% Add +76.6% 19,404 $1.1M
Financial Network Wealth Advisors LLC 0.79% Add +111.6% 18,715 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -3.6% 18,534 $1.0M
Quadrant Capital Group LLC 0.08% Add +360.7% 18,344 $1.0M
Transcend Capital Advisors, LLC 0.07% Reduce -1.5% 17,977 $1.0M
Rockefeller Capital Management L.P. 0.00% Add +1.6% 17,766 $1.0M
Robertson Stephens Wealth Management, LLC 0.05% Add +0.4% 17,648 $996K
Leo Wealth, LLC 0.10% Reduce -86.8% 17,222 $970K
Equitable Holdings, Inc. 0.01% Add +0.3% 15,433 $871K
Two Sigma Securities, LLC 0.04% New 14,812 $836K
Gateway Wealth Partners, LLC 0.25% Add +15.0% 14,685 $829K
New York State Common Retirement Fund 0.00% Reduce -89.0% 14,662 $827K
Diversify Advisory Services, LLC 0.04% Add +90.1% 13,648 $789K
FMR LLC 0.00% Add +17.3% 13,815 $780K
Quantinno Capital Management LP 0.01% Add +277.8% 13,719 $774K

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

Show all 244 holders