JPM Betabuilders US Mid CapBBMCETF
13F holders, Q3 2024 (September 30)40holders
6new positions
6sold out
1famous investor
$94.47avg. 13F price*
At the end of Q3 2024, 40 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings, unchanged from Q2 2024. 6 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($1.7B), Janney Montgomery Scott LLC ($13.2M) and Goldman Sachs Group Inc. ($11.7M). 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 (Q3 2024)
- CUSIP
- 46641Q340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $12.6M |
| Exits | 6 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 170,872 shares bought and 151,465 shares sold, net +19,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| JPMorgan Chase & Co. | 0.14% | Reduce -0.7% | 18,109,647 | $1.7B |
| Janney Montgomery Scott LLC | 0.04% | Add +11.9% | 140,109 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.6% | 123,505 | $11.7M |
| Citadel Advisors | 0.01% | New | 111,722 | $10.6M |
| Morgan Stanley | 0.00% | Add +6.0% | 28,044 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.7% | 26,743 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +12.0% | 23,070 | $2.2M |
| Assetmark, Inc. | 0.01% | Reduce -2.3% | 19,706 | $1.9M |
| LPL Financial LLC | 0.00% | Add +5.8% | 18,437 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 10,888 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | New | 9,568 | $991K |
| ACT Advisors, LLC. | 0.41% | Reduce -2.2% | 9,274 | $876K |
| Prosperity Wealth Management, Inc. | 0.26% | Reduce -3.7% | 6,880 | $650K |
| MN Wealth Advisors, LLC | 0.28% | Reduce -4.3% | 5,129 | $485K |
| IAG Wealth Partners, LLC | 0.09% | Add +0.1% | 5,124 | $484K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 4,554 | $430K |
| Sutton Place Investors LLC | 0.19% | Add +18.7% | 3,269 | $309K |
| Ascent Group, LLC | 0.02% | Reduce -3.8% | 3,041 | $287K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.3% | 1,928 | $182K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.6% | 1,442 | $136K |
| Wells Fargo & Company | 0.00% | No change | 1,170 | $111K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.4% | 920 | $87K |
| Bank of America Corp. | 0.00% | Add +22.1% | 806 | $76K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 566 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.3% | 388 | $37K |
| GeoWealth Management, LLC | 0.00% | New | 311 | $29K |
| Comerica Bank | 0.00% | No change | 215 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 121 | $11K |
| UBS Group AG | 0.00% | New | 114 | $11K |
| Creative Financial Designs Inc. | 0.00% | New | 109 | $10K |
| Family Asset Management, LLC | 0.00% | Add +7.3% | 73 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 56 | $5K |
| Richardson Financial Services Inc. | 0.00% | No change | 57 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 47 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 44 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -99.2% | 18 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 14 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 12 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 6 | $567 |
"% 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.