JPMorgan Betabuilders US SCBBSCETF
13F holders, Q4 2024 (December 31)24holders +1
3new positions
3sold out
$68.12avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding JPMorgan Betabuilders US SC (BBSC) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($377.1M), Janney Montgomery Scott LLC ($7.4M) and LPL Financial LLC ($3.4M).
- Company
- JPMorgan Betabuilders US SC
- CUSIP
- 46641Q290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $960K |
| Exits | 3 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 45,206 shares bought and 407,996 shares sold, net −362,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -6.1% | 5,535,180 | $377.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.8% | 108,798 | $7.4M |
| LPL Financial LLC | 0.00% | Add +7.0% | 49,533 | $3.4M |
| IAG Wealth Partners, LLC | 0.35% | Reduce -7.0% | 29,020 | $2.0M |
| Perigon Wealth Management, LLC | 0.02% | Add +124.5% | 11,652 | $806K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,100 | $756K |
| Osaic Holdings, Inc. | 0.00% | Add +13.9% | 9,004 | $613K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -10.4% | 5,252 | $358K |
| MN Wealth Advisors, LLC | 0.13% | Reduce -4.3% | 3,426 | $233K |
| Sutton Place Investors LLC | 0.12% | New | 2,984 | $203K |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 1,064 | $72K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.0% | 820 | $56K |
| Key Financial Inc | 0.01% | No change | 709 | $48K |
| Creative Financial Designs Inc. | 0.00% | Reduce -28.3% | 251 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 158 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 100 | $7K |
| LGT Financial Advisors LLC | 0.01% | Add +77.5% | 71 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 58 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 53 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.8% | 35 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 27 | $2K |
| Cwm, LLC | 0.00% | New | 20 | $1K |
| Aventura Private Wealth, LLC | 0.00% | — | 10 | $681 |
| Morgan Stanley | 0.00% | No change | 1 | $85 |
"% of holder's portfolio" is BBSC's weight in each manager's 13F, not the share of JPMorgan Betabuilders US SC the manager owns.