JPM Betabuilders US Mid CapBBMCETF
13F holders, Q4 2024 (December 31)62holders +22
20new positions
1sold out
1famous investor
$96.23avg. 13F price*
At the end of Q4 2024, 62 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings, up 22 from Q3 2024. 20 opened new positions and 1 sold out. The largest holders were JPMorgan Chase & Co. ($1.7B), Janney Montgomery Scott LLC ($28.8M) and LPL Financial LLC ($28.1M). 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 (Q4 2024)
- CUSIP
- 46641Q340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $18.3M |
| Exits | 1 | $991K |
All 13F filers, Q3 2024 → Q4 2024: 1,023,658 shares bought and 951,863 shares sold, net +71,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| JPMorgan Chase & Co. | 0.13% | Reduce -4.0% | 17,375,918 | $1.7B |
| Janney Montgomery Scott LLC | 0.08% | Add +113.7% | 299,454 | $28.8M |
| LPL Financial LLC | 0.01% | Add +1484.6% | 292,159 | $28.1M |
| Vestmark Advisory Solutions, Inc. | 0.41% | Add +429.5% | 122,153 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2531.3% | 119,831 | $11.5M |
| Morgan Stanley | 0.00% | Add +296.6% | 111,223 | $10.7M |
| Assetmark, Inc. | 0.02% | Add +377.4% | 94,080 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | New | 56,872 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +27.0% | 33,970 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | New | 29,322 | $2.8M |
| Cetera Investment Advisers | 0.01% | New | 26,669 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -80.0% | 22,285 | $2.1M |
| MML Investors Services, LLC | 0.00% | New | 13,932 | $1.3M |
| ACT Advisors, LLC. | 0.72% | Add +49.0% | 13,820 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 12,926 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 12,642 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +6.4% | 11,586 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | New | 8,803 | $847K |
| Blue Oak Capital, LLC | 0.47% | — | 8,021 | $772K |
| Prosperity Wealth Management, Inc. | 0.31% | Add +13.1% | 7,782 | $749K |
| MN Wealth Advisors, LLC | 0.40% | Add +42.7% | 7,317 | $704K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +390.7% | 7,076 | $681K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -2.1% | 5,016 | $483K |
| Ascent Group, LLC | 0.04% | Add +59.5% | 4,850 | $467K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,765 | $459K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -96.3% | 4,575 | $440K |
| 5T Wealth, LLC | 0.23% | — | 4,374 | $421K |
| Wayfinding Financial, LLC | 0.22% | New | 4,202 | $404K |
| Old Mission Capital LLC | 0.01% | New | 3,900 | $375K |
| Sutton Place Investors LLC | 0.20% | Add +7.2% | 3,504 | $337K |
| Lake Street Private Wealth, LLC | 0.05% | New | 3,371 | $324K |
| Lockerman Financial Group, Inc. | 0.51% | New | 3,087 | $297K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,885 | $278K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,574 | $248K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.9% | 2,311 | $222K |
| TFB Advisors LLC | 0.06% | New | 2,159 | $208K |
| GeoWealth Management, LLC | 0.01% | Add +491.6% | 1,840 | $177K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.0% | 1,293 | $131K |
| Bank of America Corp. | 0.00% | Add +60.0% | 1,290 | $124K |
| Wells Fargo & Company | 0.00% | Add +0.4% | 1,175 | $113K |
| Private Trust Co. NA | 0.01% | New | 1,016 | $98K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.3% | 996 | $96K |
| Farther Finance Advisors, LLC | 0.00% | Add +143.3% | 944 | $91K |
| IFP Advisors, Inc | 0.00% | Add +28.8% | 729 | $70K |
| Richardson Financial Services Inc. | 0.05% | Add +1126.3% | 699 | $67K |
| AdvisorNet Financial, Inc | 0.00% | New | 583 | $56K |
| Global Retirement Partners, LLC | 0.00% | Add +1072.7% | 516 | $50K |
| Comerica Bank | 0.00% | Add +11.6% | 240 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 121 | $12K |
| LGT Financial Advisors LLC | 0.02% | Add +101.8% | 113 | $11K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 110 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 47 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | — | 27 | $3K |
| UBS Group AG | 0.00% | Reduce -76.3% | 27 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 23 | $2K |
| Cwm, LLC | 0.00% | New | 19 | $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% | Add +8.3% | 13 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -22.2% | 14 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 6 | $577 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 2 | $193 |
"% 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.