JPM Betabuilders US Mid CapBBMCETF

13F holders, Q1 2025 (March 31)
50holders −12
11new positions
21sold out
1famous investor
$90.12avg. 13F price*

At the end of Q1 2025, 50 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings, down 12 from Q4 2024. 11 opened new positions and 21 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Janney Montgomery Scott LLC ($15.5M) and Osaic Holdings, Inc. ($5.1M). 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 (Q1 2025)
CUSIP
46641Q340
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 40Q1 2024Q2 2024: 40Q2 2024Q3 2024: 40Q3 2024Q4 2024: 62Q4 2024Q1 2025: 50Q1 2025Q2 2025: 41Q2 2025Q3 2025: 40Q3 2025Q4 2025: 53Q4 2025Q1 2026: 51Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$2.5M
Exits21$41.9M

All 13F filers, Q4 2024 → Q1 2025: 956,474 shares bought and 1,035,090 shares sold, net −78,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

JPMorgan Chase & Co. 0.13% Add +4.9% 18,221,194 $1.6B
Janney Montgomery Scott LLC 0.04% Reduce -42.7% 171,666 $15.5M
Osaic Holdings, Inc. 0.01% Add +66.5% 56,573 $5.1M
Flow Traders U.S. LLC 0.17% Add +259.9% 45,500 $4.1M
LPL Financial LLC 0.00% Reduce -91.0% 26,234 $2.4M
Assetmark, Inc. 0.00% Reduce -78.9% 19,848 $1.8M
Jane Street Group, LLC 0.00% New 17,663 $1.6M
Goldman Sachs Group Inc. 0.00% Add +235.3% 15,340 $1.4M
ACT Advisors, LLC. 0.69% Add +1.9% 14,076 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -12.2% 10,176 $917K
Prosperity Wealth Management, Inc. 0.34% Add +3.3% 8,039 $724K
Citadel Advisors 0.00% Reduce -66.7% 7,422 $669K
Bank of America Corp. 0.00% Add +404.3% 6,505 $586K
UBS Group AG 0.00% Add +17296.3% 4,697 $423K
Two Sigma Securities, LLC 0.06% New 4,476 $403K
IAG Wealth Partners, LLC 0.06% Reduce -11.5% 4,440 $400K
Royal Bank of Canada 0.00% Add +31628.6% 4,442 $400K
MN Wealth Advisors, LLC 0.23% Reduce -40.5% 4,352 $392K
Morgan Stanley 0.00% Reduce -96.2% 4,211 $380K
Sutton Place Investors LLC 0.22% Add +5.4% 3,694 $333K
B. Riley Wealth Advisors, Inc. 0.01% Add +21.3% 3,499 $315K
Ascent Group, LLC 0.01% Reduce -34.2% 3,191 $288K
Steward Partners Investment Advisory, LLC 0.00% Add +28.3% 2,964 $267K
HRT Financial LP 0.00% New 2,804 $252K
3Chopt Investment Partners, LLC 0.05% New 1,935 $174K
Geneos Wealth Management Inc. 0.00% Add +26.5% 1,260 $114K
AdvisorNet Financial, Inc 0.01% Add +107.7% 1,211 $109K
Wells Fargo & Company 0.00% Reduce -15.8% 989 $89K
IFP Advisors, Inc 0.00% Reduce -4.5% 696 $63K
Mattson Financial Services, LLC 0.01% New 411 $37K
Cwm, LLC 0.00% Add +1326.3% 271 $24K
Comerica Bank 0.00% Reduce -10.4% 215 $19K
Whittier Trust Co. of Nevada Inc. 0.00% No change 121 $11K
Creative Financial Designs Inc. 0.00% No change 110 $10K
Capital Investment Advisory Services, LLC 0.00% New 89 $8K
LGT Financial Advisors LLC 0.02% Reduce -23.0% 87 $8K
Richardson Financial Services Inc. 0.01% Reduce -89.6% 73 $7K
Farther Finance Advisors, LLC 0.00% Reduce -92.6% 70 $6K
NorthRock Partners, LLC 0.00% New 63 $6K
Private Trust Co. NA 0.00% Reduce -94.7% 54 $5K
NewEdge Advisors, LLC 0.00% New 51 $5K
Aptus Capital Advisors, LLC 0.00% No change 47 $4K
Rossby Financial, LCC 0.00% New 29 $3K
Jones Financial Companies LLLP 0.00% New 15 $1K
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 13 $1K
AE Wealth Management LLC 0.00% New 9 $811
Sound Income Strategies, LLC 0.00% No change 6 $541
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -50.0% 1 $91

"% 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.