JPMorgan Betabuilders US SCBBSCETF

13F holders, Q1 2025 (March 31)
26holders +2
6new positions
3sold out
1famous investor
$60.52avg. 13F price*

At the end of Q1 2025, 26 institutions reported holding JPMorgan Betabuilders US SC (BBSC) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($377.2M), Janney Montgomery Scott LLC ($7.3M) and LPL Financial LLC ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$5.1M
Exits3$437K

All 13F filers, Q4 2024 → Q1 2025: 802,137 shares bought and 12,443 shares sold, net +789,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

JPMorgan Chase & Co. 0.03% Add +12.6% 6,232,482 $377.2M
Janney Montgomery Scott LLC 0.02% Add +10.9% 120,676 $7.3M
LPL Financial LLC 0.00% Add +11.5% 55,223 $3.3M
Flow Traders U.S. LLC 0.08% New 31,724 $1.9M
IAG Wealth Partners, LLC 0.30% Add +8.6% 31,517 $1.9M
Financial Engines Advisors L.L.C. 0.00% New 19,600 $1.2M
Citadel Advisors 0.00% New 19,235 $1.2M
Gradient Investments LLC 0.02% New 12,397 $750K
Goldman Sachs Group Inc. 0.00% No change 11,100 $672K
Osaic Holdings, Inc. 0.00% Add +4.9% 9,448 $572K
Perigon Wealth Management, LLC 0.01% Reduce -38.6% 7,154 $433K
Daymark Wealth Partners, LLC 0.01% Reduce -28.1% 3,778 $229K
Geneos Wealth Management Inc. 0.00% Add +27.8% 1,048 $63K
Bank of America Corp. 0.00% Reduce -2.4% 1,039 $63K
Key Financial Inc 0.01% Reduce -2.4% 692 $42K
Northwestern Mutual Wealth Management Co. 0.00% Add +650.0% 435 $26K
Mattson Financial Services, LLC 0.01% New 347 $21K
Cwm, LLC 0.00% Add +1195.0% 259 $16K
Creative Financial Designs Inc. 0.00% No change 251 $15K
UBS Group AG 0.00% New 179 $11K
Whittier Trust Co. of Nevada Inc. 0.00% No change 158 $10K
Fourth Dimension Wealth, LLC 0.00% No change 100 $6K
LGT Financial Advisors LLC 0.01% Reduce -12.7% 62 $4K
Farther Finance Advisors, LLC 0.00% No change 53 $3K
IFP Advisors, Inc 0.00% No change 27 $2K
Morgan Stanley 0.00% No change 1 $67

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