JPMorgan Betabuilders JapanBBJPETF

13F holders, Q3 2024 (September 30)
208holders −36
31new positions
64sold out
3famous investors
$59.27avg. 13F price*

At the end of Q3 2024, 208 institutions reported holding JPMorgan Betabuilders Japan (BBJP) in their 13F filings, down 36 from Q2 2024. 31 opened new positions and 64 sold out. The largest holders were JPMorgan Chase & Co. ($8.2B), Cerity Partners OCIO LLC ($148.0M) and Bank of America Corp. ($95.5M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$10.6M
Exits64$247.2M

All 13F filers, Q2 2024 → Q3 2024: 6,691,924 shares bought and 11,541,050 shares sold, net −4,849,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 208 holders

JPMorgan Chase & Co. 0.66% Add +3.5% 139,003,312 $8.2B
Cerity Partners OCIO LLC 11.90% Reduce -4.2% 2,496,205 $148.0M
Bank of America Corp. 0.01% Reduce -56.0% 1,611,385 $95.5M
Morgan Stanley 0.01% Add +1.5% 1,378,814 $81.7M
Jane Street Group, LLC 0.11% Add +591.9% 1,194,485 $70.8M
Allspring Global Investments Holdings, LLC 0.11% Reduce -2.6% 1,163,122 $68.9M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +15.7% 871,280 $51.3M
Provida Pension Fund Administrator 1.06% Reduce -58.8% 822,795 $48.8M
Korea Investment CORP 0.11% No change 814,200 $48.3M
AIA Group Ltd 1.18% Add +1.2% 770,945 $45.7M
1607 Capital Partners, LLC 3.94% Add +103.9% 726,050 $43.0M
LPL Financial LLC 0.01% Reduce -10.4% 517,409 $30.7M
Alliancebernstein L.P. 0.01% Reduce -7.1% 495,223 $29.4M
HighTower Advisors, LLC 0.04% Reduce -7.6% 445,953 $26.4M
Southern Farm Bureau Life Insurance 3.59% No change 384,185 $22.9M
Royal Bank of Canada 0.00% Reduce -34.3% 330,064 $19.6M
Envestnet Asset Management Inc. 0.01% Reduce -58.0% 326,784 $19.4M
Sentinel Trust Co. Lba 2.10% Reduce -11.5% 311,500 $18.5M
Ameriprise Financial Inc. 0.00% Add +34.2% 253,133 $15.0M
Eldridge Investment Advisors, Inc. 2.86% Add +3.1% 205,782 $12.2M
Vestmark Advisory Solutions, Inc. 0.45% Add +0.2% 205,104 $12.2M
Sage Advisory Services, Ltd.Co. 3.32% No change 209,391 $11.8M
Bank of New York Mellon Corp 0.00% Reduce -13.1% 194,804 $11.5M
Avidian Wealth Enterprises, LLC 0.52% Add +1.7% 194,673 $11.5M
Comerica Bank 0.05% Add +7.3% 193,593 $11.5M
Karpus Management, Inc. 0.32% Add +5.0% 193,005 $11.4M
Spinnaker Trust 0.65% Add +5.7% 178,576 $10.6M
Bank of Nova Scotia 0.02% Reduce -83.4% 170,655 $10.1M
Principal Securities, Inc. 0.20% Reduce -54.4% 137,748 $8.2M
Bessemer Group Inc. 0.01% Add +37.5% 137,112 $8.1M
Permanens Capital L.P. 1.33% Add +1.0% 110,138 $6.5M
BigSur Wealth Management LLC 1.65% Add +6.4% 101,055 $6.0M
UBS Group AG 0.00% Reduce -1.1% 100,811 $6.0M
New Vernon Capital Holdings II LLC 3.19% No change 99,955 $5.9M
CVA Family Office, LLC 0.96% Add +258.0% 99,758 $5.9M
Birch Hill Investment Advisors LLC 0.27% Add +9.4% 96,060 $5.7M
Peak Financial Advisors LLC 2.72% Reduce -5.8% 89,306 $5.3M
PGIM Custom Harvest LLC 0.11% Reduce -10.6% 89,125 $5.3M
Baird Financial Group, Inc. 0.01% Reduce -11.7% 74,724 $4.4M
Cwm, LLC 0.02% Reduce -9.3% 73,199 $4.3M
Wells Fargo & Company 0.00% Add +3.6% 69,342 $4.1M
Madison Asset Management, LLC 0.04% Reduce -11.7% 64,045 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 60,160 $3.6M
Clear Harbor Asset Management, LLC 0.28% Add +13.4% 57,695 $3.4M
Mount Lucas Management LP 1.16% Add +2.1% 57,391 $3.4M
Choreo, LLC 0.05% Add +6.4% 53,836 $3.2M
Rock Creek Group LLC 0.35% No change 59,733 $3.1M
Acima Private Wealth, LLC 0.98% Add +39.2% 49,139 $2.9M
Exencial Wealth Advisors, LLC 0.09% New 42,702 $2.5M
Wallace Advisory Group, LLC 1.83% Reduce -1.4% 44,255 $2.5M
Corient Private Wealth LP 0.00% Reduce -12.1% 41,957 $2.5M
Focus Financial Network, Inc. 0.10% Add +14.3% 39,929 $2.4M
GYL Financial Synergies, LLC 0.18% Reduce -0.9% 39,463 $2.3M
FDx Advisors, Inc. 0.62% Reduce -3.1% 38,371 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -18.6% 37,446 $2.2M
Lake Street Advisors Group, LLC 0.10% Reduce -8.3% 37,044 $2.2M
Keel Point, LLC 0.18% No change 36,512 $2.2M
Interchange Capital Partners, LLC 0.73% Reduce -15.5% 34,679 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +92.9% 34,274 $2.0M
Summit Place Financial Advisors, LLC 1.09% Reduce -7.2% 32,955 $2.0M
Blair William & Co. 0.01% Reduce -13.4% 32,878 $1.9M
Axiom Advisory, LLC 0.02% Add +1.6% 29,184 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -47.5% 26,170 $1.6M
Perigon Wealth Management, LLC 0.04% Add +1.0% 25,160 $1.5M
Cetera Investment Advisers 0.00% Reduce -56.0% 22,146 $1.3M
Gateway Wealth Partners, LLC 0.32% Add +33.3% 19,575 $1.2M
Quadrant Capital Group LLC 0.08% No change 18,344 $1.1M
Robertson Stephens Wealth Management, LLC 0.04% Add +3.5% 18,263 $1.1M
Quantinno Capital Management LP 0.01% Add +23.7% 16,965 $1.0M
Bank of Montreal 0.00% Add +48.5% 16,972 $999K
Northern Trust Corp. 0.00% New 15,453 $916K
Equitable Holdings, Inc. 0.01% Reduce -0.8% 15,317 $908K
Millennium Management 0.00% New 15,307 $907K
Sanctuary Advisors, LLC 0.01% Reduce -73.3% 14,698 $828K
FMR LLC 0.00% Reduce -2.0% 13,534 $802K
Brighton Jones LLC 0.03% Add +35.5% 13,060 $774K
Wealthspire Advisors, LLC 0.01% Add +4.4% 12,408 $736K
Ieq Capital, LLC 0.01% New 12,145 $720K
Icon Wealth Advisors, LLC 0.06% New 11,922 $707K
PNC Financial Services Group, Inc. 0.00% Add +7.8% 11,354 $673K
Raymond James & Associates 0.00% Reduce -5.1% 11,320 $671K
US Bancorp \de 0.00% Reduce -2.9% 11,037 $654K
Atria Wealth Solutions, Inc. 0.01% Reduce -40.6% 11,014 $653K
Etesian Wealth Advisors, Inc. 0.29% New 10,940 $649K
Truist Financial Corp. 0.00% Reduce -7.3% 10,868 $644K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 10,680 $633K
Harbour Investments, Inc. 0.02% Add +30.3% 10,579 $627K
Wealthfront Advisers LLC 0.00% Reduce -1.1% 10,507 $623K
Retirement Planning Group, LLC 0.03% Reduce -4.2% 10,222 $606K
Maia Wealth LLC 0.15% New 10,749 $598K
Leo Wealth, LLC 0.05% Reduce -41.8% 10,022 $594K
Inscription Capital, LLC 0.09% No change 9,711 $576K
Cullen/Frost Bankers, Inc. 0.01% Add +295.6% 9,625 $571K
Raymond James Trust N.A. 0.01% Add +37.3% 9,328 $553K
Kestra Private Wealth Services, LLC 0.01% Reduce -19.5% 9,324 $553K
Horizon Family Wealth, Inc. 0.39% Add +1.3% 9,270 $550K
Commonwealth Equity Services, LLC 0.00% Add +8.7% 9,254 $549K
waypoint wealth counsel 0.37% New 9,151 $542K
Osaic Holdings, Inc. 0.00% Reduce -92.3% 9,089 $539K
Citadel Advisors 0.00% Add +316.4% 8,656 $513K
Geneos Wealth Management Inc. 0.02% Reduce -0.6% 8,602 $510K
AlphaCentric Advisors LLC 0.37% Reduce -3.0% 8,363 $496K
Sapient Capital LLC 0.01% Reduce -33.6% 8,138 $482K
D. E. Shaw & Co. 0.00% New 7,176 $425K
Custos Family Office, LLC 0.15% Reduce -9.1% 7,107 $421K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -17.3% 6,785 $402K
One Wealth Management Investment & Advisory Services, LLC 0.68% Add +9.2% 6,522 $387K
Farther Finance Advisors, LLC 0.01% Add +719.8% 6,157 $365K
Argent Trust Co 0.01% Reduce -22.9% 6,016 $357K
MML Investors Services, LLC 0.00% Reduce -69.9% 5,949 $353K
Blue Edge Capital, LLC 0.05% No change 5,854 $347K
Mariner, LLC 0.00% Add +1.5% 5,775 $342K
Dakota Wealth Management 0.01% Add +0.9% 5,685 $337K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -97.3% 5,645 $335K
Midland Wealth Advisors, LLC 0.02% New 5,519 $327K
Abel Hall, LLC 0.21% No change 5,425 $322K
Kestra Advisory Services, LLC 0.00% Reduce -8.3% 5,382 $319K
NewEdge Advisors, LLC 0.00% Add +3.1% 5,227 $310K
Turtle Creek Wealth Advisors, LLC 0.06% No change 5,012 $297K
Cresset Asset Management, LLC 0.00% Reduce -9.7% 4,790 $284K
Mercer Global Advisors Inc. 0.00% Reduce -75.4% 4,775 $283K
Sather Financial Group Inc 0.02% Reduce -33.3% 4,714 $279K
Creative Planning 0.00% Reduce -7.9% 4,612 $273K
Rwa Wealth Partners, LLC 0.00% New 4,539 $269K
Richard Bernstein Advisors LLC 0.01% Reduce -99.7% 4,535 $269K
Global Retirement Partners, LLC 0.01% Reduce -13.4% 4,494 $266K
Two Sigma Securities, LLC 0.02% Reduce -70.0% 4,449 $264K
Sierra Capital LLC 0.03% No change 4,236 $251K
AMG National Trust Bank 0.01% Reduce -9.7% 4,223 $250K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.6% 4,134 $245K
Cadence Bank 0.02% No change 4,115 $244K
Mackenzie Financial Corp. 0.00% Add +3.9% 4,050 $240K
Klingman & Associates, LLC 0.01% New 4,021 $238K
Innealta Capital, LLC 0.10% Reduce -93.5% 4,019 $238K
Ascentis Independent Advisors 0.03% New 3,739 $222K
Fiduciary Trust Co 0.00% New 3,576 $212K
Boston Financial Mangement LLC 0.01% New 3,445 $204K
Wilmington Savings Fund Society, FSB 0.00% New 3,421 $203K
Evolution Wealth Advisors, LLC 0.04% New 3,437 $203K
Integrated Investment Consultants, LLC 0.04% New 3,407 $202K
EP Wealth Advisors, LLC 0.00% New 3,185 $189K
Citigroup Inc. 0.00% Reduce -4.1% 3,125 $185K
Bokf, NA 0.00% No change 3,127 $184K
Johnson Financial Group, Inc. 0.01% New 2,412 $143K
Avior Wealth Management, LLC 0.01% Reduce -11.7% 2,190 $130K
CIBC Private Wealth Group LLC 0.00% No change 2,016 $119K
Glenmede Trust Co. NA 0.00% Reduce -3.0% 1,826 $108K
Private Trust Co. NA 0.01% Reduce -72.6% 1,701 $101K
TD Waterhouse Canada Inc. 0.00% New 1,340 $79K
Blue Trust, Inc. 0.00% Add +147.6% 1,362 $77K
Marquette Asset Management, LLC 0.01% New 1,104 $65K
Mather Group, Llc. 0.00% Reduce -85.9% 1,034 $61K
Franklin Resources Inc. 0.00% No change 1,024 $60K
ESL Trust Services, LLC 0.01% No change 989 $59K
FSC Wealth Advisors, LLC 0.04% No change 977 $58K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.5% 980 $58K
Venturi Wealth Management, LLC 0.00% Reduce -56.1% 735 $44K
Allworth Financial LP 0.00% Add +4.2% 722 $43K
Fifth Third Bancorp 0.00% Reduce -48.6% 706 $42K
TCTC Holdings, LLC 0.00% No change 705 $42K
Brown Brothers Harriman & Co. 0.00% No change 678 $40K
AdvisorNet Financial, Inc 0.00% No change 584 $35K
Spire Wealth Management 0.00% Reduce -10.4% 528 $31K
Wintrust Investments LLC 0.02% Reduce -90.2% 534 $31K
Whittier Trust Co. 0.00% No change 425 $25K
Cassady Schiller Wealth Management, LLC 0.01% No change 412 $24K
Caldwell Sutter Capital, Inc. 0.01% No change 403 $24K
Webster Bank, N. A. 0.00% No change 400 $24K
Larson Financial Group LLC 0.00% No change 348 $21K
Crewe Advisors LLC 0.00% No change 340 $20K
Bartlett & Co. Wealth Management LLC 0.00% New 322 $19K
Steward Partners Investment Advisory, LLC 0.00% Reduce -24.1% 306 $18K
Lanark Financial, Inc. 0.00% Reduce -35.4% 270 $16K
Beacon Capital Management, LLC 0.00% Add +150.5% 263 $16K
Laurel Wealth Advisors LLC 0.00% New 218 $13K
Archer Investment Corp 0.00% No change 217 $13K
Clear Point Advisors Inc. 0.01% No change 213 $13K
Pinnacle Bancorp, Inc. 0.00% Reduce -1.0% 198 $12K
American National Bank & Trust 0.00% New 195 $12K
Founders Financial Alliance, LLC 0.00% No change 188 $11K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 180 $11K
GAMMA Investing LLC 0.00% No change 176 $10K
M&R Capital Management Inc. 0.00% No change 174 $10K
IFP Advisors, Inc 0.00% Add +75.0% 161 $10K
Abound Wealth Management 0.00% New 159 $9K
Tucker Asset Management LLC 0.00% No change 155 $9K
Assetmark, Inc. 0.00% Add +133.8% 152 $9K
Hemington Wealth Management 0.00% New 148 $8K
NorthRock Partners, LLC 0.00% No change 102 $6K
Coppell Advisory Solutions LLC 0.00% Reduce -48.0% 102 $6K
Darwin Wealth Management, LLC 0.00% New 70 $4K
Morris Financial Concepts, Inc. 0.00% No change 65 $4K
SOA Wealth Advisors, LLC. 0.00% No change 62 $4K
CoreCap Advisors, LLC 0.00% No change 61 $4K
Hobbs Group Advisors, LLC 0.00% No change 60 $4K
McIlrath & Eck, LLC 0.00% Reduce -76.5% 42 $2K
Arax Advisory Partners 0.00% No change 39 $2K
Cornerstone Planning Group LLC 0.00% No change 39 $2K
First Horizon Advisors, Inc. 0.00% Reduce -58.4% 37 $2K
Glen Eagle Advisors, LLC 0.00% No change 35 $2K
Frazier Financial Advisors, LLC 0.00% Add +50.0% 30 $2K
Eukles Asset Management 0.00% No change 28 $2K
Oarsman Capital, Inc. 0.00% New 26 $2K
Fortis Group Advisors, LLC 0.00% No change 26 $2K
Granite FO LLC 0.00% New 24 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -84.8% 22 $1K
EverSource Wealth Advisors, LLC 0.00% No change 21 $1K
Continuum Advisory, LLC 0.00% Reduce -99.6% 22 $1K

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