JPM Betabuilders US Mid CapBBMCETF
13F holders, Q1 2024 (March 31)40holders
1famous investor
$92.45avg. 13F price*
At the end of Q1 2024, 40 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($1.6B), Flow Traders U.S. LLC ($12.2M) and Janney Montgomery Scott LLC ($9.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Betabuilders US Mid Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.7M |
| Exits | 5 | $3.1M |
Ownership 40 holders
| JPMorgan Chase & Co. | 0.14% | Reduce -2.1% | 17,483,723 | $1.6B |
| Flow Traders U.S. LLC | 0.65% | Add +2627.0% | 131,796 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +38.4% | 102,827 | $9.5M |
| Lincoln National Corp. | 0.04% | Add +13.9% | 24,352 | $2.3M |
| Royal Bank of Canada | 0.00% | New | 23,816 | $2.2M |
| Morgan Stanley | 0.00% | Add +9.0% | 21,917 | $2.0M |
| Assetmark, Inc. | 0.01% | Reduce -2.4% | 19,120 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +22.6% | 18,119 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.4% | 14,744 | $1.4M |
| LPL Financial LLC | 0.00% | Add +23.2% | 12,212 | $1.1M |
| Citadel Advisors | 0.00% | New | 11,144 | $1.0M |
| ACT Advisors, LLC. | 0.48% | Reduce -11.5% | 9,483 | $877K |
| MN Wealth Advisors, LLC | 0.46% | Reduce -5.1% | 8,074 | $747K |
| Ascent Group, LLC | 0.04% | Add +2.2% | 5,404 | $500K |
| Prosperity Wealth Management, Inc. | 0.23% | New | 5,286 | $489K |
| IAG Wealth Partners, LLC | 0.10% | Reduce -5.6% | 5,235 | $484K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,131 | $289K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.7% | 2,979 | $275K |
| SageView Advisory Group, LLC | 0.01% | New | 2,000 | $272K |
| Sutton Place Investors LLC | 0.11% | New | 2,298 | $212K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.5% | 1,638 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,353 | $125K |
| Wells Fargo & Company | 0.00% | Add +31.9% | 989 | $91K |
| Bank of America Corp. | 0.00% | Add +0.4% | 696 | $64K |
| Geneos Wealth Management Inc. | 0.00% | New | 623 | $58K |
| IFP Advisors, Inc | 0.00% | Add +15.4% | 555 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.7% | 322 | $30K |
| Comerica Bank | 0.00% | No change | 224 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | New | 195 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.8% | 122 | $11K |
| Family Asset Management, LLC | 0.00% | No change | 65 | $6K |
| Richardson Financial Services Inc. | 0.00% | Reduce -17.2% | 53 | $5K |
| Abound Wealth Management | 0.00% | New | 52 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +46.7% | 44 | $4K |
| Tidemark, LLC | 0.00% | No change | 40 | $4K |
| Spire Wealth Management | 0.00% | No change | 31 | $3K |
| WealthShield Partners, LLC | 0.00% | New | 14 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 12 | $1K |
| LGT Financial Advisors LLC | 0.00% | No change | 10 | $925 |
"% of holder's portfolio" is BBMC's weight in each manager's 13F, not the share of JPM Betabuilders US Mid Cap the manager owns.