JPMorgan Betabuilders US SCBBSCETF

13F holders, Q3 2024 (September 30)
23holders +1
3new positions
2sold out
$67.41avg. 13F price*

At the end of Q3 2024, 23 institutions reported holding JPMorgan Betabuilders US SC (BBSC) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($397.2M), Janney Montgomery Scott LLC ($6.0M) and LPL Financial LLC ($3.1M).

Company
JPMorgan Betabuilders US SC
CUSIP
46641Q290
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 26Q1 2024Q2 2024: 22Q2 2024Q3 2024: 23Q3 2024Q4 2024: 24Q4 2024Q1 2025: 26Q1 2025Q2 2025: 25Q2 2025Q3 2025: 24Q3 2025Q4 2025: 33Q4 2025Q1 2026: 30Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$373K
Exits2$379K

All 13F filers, Q2 2024 → Q3 2024: 279,272 shares bought and 8,739 shares sold, net +270,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

JPMorgan Chase & Co. 0.03% Add +3.8% 5,892,047 $397.2M
Janney Montgomery Scott LLC 0.02% Add +9.8% 88,585 $6.0M
LPL Financial LLC 0.00% Add +37.8% 46,292 $3.1M
Susquehanna International Group, LLP 0.01% Add +932.7% 43,672 $2.9M
IAG Wealth Partners, LLC 0.39% Reduce -1.0% 31,190 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -6.5% 7,904 $533K
Daymark Wealth Partners, LLC 0.02% Add +0.1% 5,860 $395K
Perigon Wealth Management, LLC 0.01% New 5,189 $350K
Flow Traders U.S. LLC 0.01% Reduce -25.5% 4,298 $290K
MN Wealth Advisors, LLC 0.14% Reduce -5.1% 3,579 $241K
Bank of America Corp. 0.00% Add +3.8% 1,189 $80K
Geneos Wealth Management Inc. 0.00% Add +11.8% 766 $52K
Key Financial Inc 0.01% Add +32.0% 709 $48K
Creative Financial Designs Inc. 0.00% New 350 $24K
Whittier Trust Co. of Nevada Inc. 0.00% No change 158 $11K
Northwestern Mutual Wealth Management Co. 0.00% No change 58 $4K
Farther Finance Advisors, LLC 0.00% No change 53 $4K
LGT Financial Advisors LLC 0.01% No change 40 $3K
Global Retirement Partners, LLC 0.00% No change 36 $2K
IFP Advisors, Inc 0.00% No change 27 $2K
Family Asset Management, LLC 0.00% No change 13 $876
FMR LLC 0.00% Reduce -76.9% 3 $185
Morgan Stanley 0.00% New 1 $68

"% of holder's portfolio" is BBSC's weight in each manager's 13F, not the share of JPMorgan Betabuilders US SC the manager owns.