JPM Betabuilders US Mid CapBBMCETF
13F holders, Q1 2026 (March 31)51holders −2
9new positions
9sold out
1famous investor
$105.08avg. 13F price*
At the end of Q1 2026, 51 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings, down 2 from Q4 2025. 9 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($1.7B), Janney Montgomery Scott LLC ($16.7M) and LPL Financial LLC ($5.3M). 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 2026)
- CUSIP
- 46641Q340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.1M |
| Exits | 9 | $5.2M |
All 13F filers, Q4 2025 → Q1 2026: 630,308 shares bought and 149,221 shares sold, net +481,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| JPMorgan Chase & Co. | 0.12% | Add +3.5% | 16,210,446 | $1.7B |
| Janney Montgomery Scott LLC | 0.04% | Reduce -10.0% | 154,078 | $16.7M |
| LPL Financial LLC | 0.00% | Add +67.5% | 48,448 | $5.3M |
| Equitable Holdings, Inc. | 0.01% | New | 20,864 | $2.2M |
| Flow Traders U.S. LLC | 0.07% | Reduce -2.4% | 19,821 | $2.1M |
| Morgan Stanley | 0.00% | Add +55.5% | 16,470 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 13,860 | $1.5M |
| ACT Advisors, LLC. | 0.61% | Reduce -4.5% | 13,232 | $1.4M |
| Citadel Advisors | 0.00% | Add +20.7% | 12,700 | $1.4M |
| Bank of America Corp. | 0.00% | Add +273.4% | 12,640 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -74.6% | 8,649 | $938K |
| Gradient Investments LLC | 0.01% | Reduce -7.7% | 8,575 | $930K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,541 | $926K |
| IAG Wealth Partners, LLC | 0.10% | Reduce -4.6% | 8,368 | $907K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.09% | Reduce -7.4% | 7,525 | $816K |
| Bank of New York Mellon Corp | 0.00% | Reduce -77.6% | 7,330 | $795K |
| Royal Bank of Canada | 0.00% | Add +92.8% | 6,149 | $667K |
| Mgo One Seven LLC | 0.01% | Reduce -21.2% | 5,979 | $648K |
| Triad Wealth Partners, LLC | 0.05% | Add +15.3% | 5,290 | $573K |
| Elevation Wealth Management LLC | 0.50% | Reduce -4.0% | 5,039 | $546K |
| Archer Investment Corp | 0.10% | New | 4,516 | $490K |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.5% | 4,386 | $476K |
| Private Advisor Group, LLC | 0.00% | New | 4,083 | $443K |
| MN Wealth Advisors, LLC | 0.19% | Reduce -2.2% | 3,638 | $394K |
| Ascent Group, LLC | 0.01% | Add +3.3% | 3,369 | $365K |
| Merited Wealth, LLC | 0.30% | No change | 3,319 | $360K |
| Sutton Place Investors LLC | 0.20% | Reduce -8.5% | 3,314 | $359K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.6% | 3,224 | $350K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +27.9% | 2,493 | $270K |
| Thrive Wealth Management, LLC | 0.04% | Add +17.4% | 2,281 | $247K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.9% | 2,096 | $227K |
| Cwm, LLC | 0.00% | Add +167.9% | 726 | $79K |
| US Bancorp \de | 0.00% | New | 146 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 140 | $15K |
| UBS Group AG | 0.00% | New | 130 | $14K |
| GGM Financial LLC | 0.01% | Add +21.9% | 117 | $13K |
| LGT Financial Advisors LLC | 0.06% | Reduce -10.0% | 108 | $12K |
| Founders Financial Alliance, LLC | 0.00% | No change | 86 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 70 | $8K |
| Ascentis Independent Advisors | 0.00% | New | 63 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 52 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 47 | $5K |
| International Assets Investment Management, LLC | 0.00% | No change | 39 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 38 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 29 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -17.2% | 24 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 15 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 14 | $2K |
| Spire Wealth Management | 0.00% | Add +40.0% | 14 | $2K |
| Angeles Wealth Management, LLC | 0.00% | New | 14 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 6 | $657 |
"% 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.