JPM Betabuilders US Mid CapBBMCETF

13F holders, Q4 2025 (December 31)
53holders +13
11new positions
2sold out
1famous investor
$106.58avg. 13F price*

At the end of Q4 2025, 53 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings, up 13 from Q3 2025. 11 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($1.7B), Janney Montgomery Scott LLC ($18.2M) and Sanctuary Advisors, LLC ($3.6M). 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$7.4M
Exits2$3.6M

All 13F filers, Q3 2025 → Q4 2025: 132,138 shares bought and 1,917,319 shares sold, net −1,785,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

JPMorgan Chase & Co. 0.11% Reduce -10.6% 15,660,497 $1.7B
Janney Montgomery Scott LLC 0.04% Reduce -0.9% 171,144 $18.2M
Sanctuary Advisors, LLC 0.02% Add +1507.1% 34,055 $3.6M
Bank of New York Mellon Corp 0.00% New 32,736 $3.5M
LPL Financial LLC 0.00% Add +2.2% 28,925 $3.1M
Osaic Holdings, Inc. 0.00% Reduce -12.3% 25,079 $2.7M
Jane Street Group, LLC 0.00% New 20,744 $2.2M
Flow Traders U.S. LLC 0.07% Reduce -30.8% 20,310 $2.2M
Susquehanna International Group, LLP 0.00% Add +368.6% 16,271 $1.7M
Wells Fargo & Company 0.00% Reduce -0.3% 14,147 $1.5M
ACT Advisors, LLC. 0.58% Reduce -2.1% 13,861 $1.5M
Morgan Stanley 0.00% Add +182.8% 10,594 $1.1M
Citadel Advisors 0.00% Add +28.7% 10,522 $1.1M
Gradient Investments LLC 0.02% Reduce -3.9% 9,294 $991K
TBH Global Asset Management, LLC 0.16% New 15,284 $941K
IAG Wealth Partners, LLC 0.11% Reduce -4.1% 8,771 $935K
MLG Wealth Management DBA Pine Grove Financial Group 0.10% — 8,127 $867K
Mgo One Seven LLC 0.02% Add +11.4% 7,589 $809K
Elevation Wealth Management LLC 0.54% — 5,250 $560K
Triad Wealth Partners, LLC 0.05% New 4,588 $489K
MN Wealth Advisors, LLC 0.20% Reduce -0.4% 3,720 $397K
Sutton Place Investors LLC 0.21% Add +0.5% 3,623 $386K
Bank of America Corp. 0.00% Add +22.5% 3,385 $361K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.0% 3,381 $360K
Merited Wealth, LLC 0.33% — 3,319 $354K
Ascent Group, LLC 0.01% Add +2.8% 3,260 $348K
Royal Bank of Canada 0.00% Reduce -85.4% 3,190 $340K
Geneos Wealth Management Inc. 0.01% Add +5.4% 2,252 $240K
Great Valley Advisor Group, Inc. 0.00% Reduce -3.1% 1,949 $207K
Thrive Wealth Management, LLC 0.03% Reduce -12.3% 1,943 $207K
Cornerstone Planning Group LLC 0.02% New 1,083 $122K
Kestra Advisory Services, LLC 0.00% New 995 $106K
Cwm, LLC 0.00% No change 271 $29K
AE Wealth Management LLC 0.00% New 263 $28K
Assetmark, Inc. 0.00% Reduce -2.6% 148 $16K
Fairway Wealth LLC 0.00% New 143 $15K
LGT Financial Advisors LLC 0.08% Add +37.9% 120 $13K
Creative Financial Designs Inc. 0.00% No change 111 $12K
GGM Financial LLC 0.01% No change 96 $10K
Founders Financial Alliance, LLC 0.00% No change 86 $9K
IFC & Insurance Marketing, Inc. 0.01% — 77 $8K
ORG Partners LLC 0.00% No change 70 $7K
Farther Finance Advisors, LLC 0.00% No change 70 $7K
NewEdge Advisors, LLC 0.00% Add +2.0% 52 $5K
Aptus Capital Advisors, LLC 0.00% No change 47 $5K
International Assets Investment Management, LLC 0.00% New 39 $4K
Rossby Financial, LCC 0.00% No change 29 $3K
IFP Advisors, Inc 0.00% Add +93.3% 29 $3K
Global Retirement Partners, LLC 0.00% Add +14.3% 16 $2K
O'shaughnessy Asset Management, LLC 0.00% New 15 $2K
WealthShield Partners, LLC 0.00% No change 14 $1K
Spire Wealth Management 0.00% New 10 $1K
Sound Income Strategies, LLC 0.00% No change 6 $683

"% 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.