JPMorgan BetaBuilders International Equity

BBIN • BATS

JPMorgan BetaBuilders International Equity is an exchange-traded fund on BATS. As of Q3 2025, 113 institutional investors hold shares in this ETF, with total holdings valued at $4.8B. JPMORGAN CHASE & CO is the largest holder with a position valued at $3.9B.

Overview

Overview of institutional ownership in BBIN as of Q3 2025

All Institutions

Institutions: 113
Value Held: $4.8B
Shares Held: 69.0M
Avg Position: $42.6M
Median Position: $746.5K

Hedge Funds

Hedge Funds: 1
Value Held: $2.2M
Shares Held: 31.5K
Avg Position: $2.2M
Median Position: $2.2M

Biggest Investors

Institutions with the largest positions in BBIN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$3.9B 0.25% of portfolio	56.3M shares	Q2 2020 Held for 5y 5m	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$155.5M 0.01% of portfolio	2.2M shares	Q4 2020 Held for 4y 11m	$1.65T
Integrated Wealth Concepts LLC RIA/Wealth	Paul Anton Saganey Founder	$144.9M 1.31% of portfolio	2.1M shares	Q2 2022 Held for 3y 5m	$11.1B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$58.1M 0.00% of portfolio	828.9K shares	Q2 2020 Held for 5y 5m	$1.33T
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$38.0M 0.35% of portfolio	541.9K shares	Q1 2024 Held for 1y 8m	$10.8B
A Advisor Group Holdings, Inc. Institution	-	$37.0M 0.05% of portfolio	528.5K shares	Q3 2020 Held for 5y 2m	$71.0B
KELLY FINANCIAL GROUP LLC RIA/Wealth	Robert Gregory Hammond CEO	$36.9M 9.80% of portfolio	526.7K shares	Q4 2024 Held for 11 months	$377.0M
Perigon Wealth Management, LLC RIA/Wealth	Arthur John Ambarik CEO	$32.7M 0.67% of portfolio	465.9K shares	Q4 2023 Held for 1y 11m	$4.9B
Pallas Capital Advisors LLC RIA/Wealth	Richard Sholes Mullen CEO	$30.8M 1.13% of portfolio	439.0K shares	Q3 2022 Held for 3y 2m	$2.7B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$29.2M 0.06% of portfolio	416.9K shares	Q3 2020 Held for 5y 2m	$46.5B

Net Capital Flow

Institutional buying and selling activity for BBIN in Q3 2025

Net Flow: −$78.0M
Buyers: 46
Sellers: 48
Total Bought: +$209.8M
Total Sold: −$287.8M
Avg Position: $44.4M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$76.9M +1.1M shares	$3.9B 56.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$28.5M +406.4K shares	$58.1M 828.9K shares
J JANE STREET GROUP, LLC Institution	+$22.8M +325.7K shares	$22.8M 325.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$19.0M +271.2K shares	$19.4M 276.5K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$14.1M +200.5K shares	$144.9M 2.1M shares
Aptus Capital Advisors, LLC ETF Provider	+$10.6M +150.6K shares	$38.0M 541.9K shares
MORGAN STANLEY RIA/Wealth	+$6.3M +89.9K shares	$155.5M 2.2M shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$6.2M +88.7K shares	$29.2M 416.9K shares
A Advisor Group Holdings, Inc. Institution	+$2.7M +38.2K shares	$37.0M 528.5K shares
A Ascent Group, LLC Institution	+$2.6M +37.0K shares	$4.3M 61.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$119.2M −1.8M shares	Sold Off 0 shares
Janney Montgomery Scott LLC RIA/Wealth	−$50.2M −743.7K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$42.4M −604.4K shares	$19.2M 274.5K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$33.6M −478.6K shares	$6.2M 87.8K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$7.6M −108.3K shares	$658.7K 9.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$7.3M −104.5K shares	$2.2M 31.5K shares
C Colony Group, LLC Institution	−$4.7M −67.2K shares	$8.0M 114.0K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	−$4.3M −61.4K shares	$304.0K 4.3K shares
Cetera Investment Advisers RIA/Wealth	−$3.3M −46.4K shares	$24.0M 342.4K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$3.1M −44.9K shares	$5.1M 72.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBIN in Q3 2025

New Positions: 16
New Value: $7.2M
Exited Positions: 16
Exited Value: $176.4M

New Positions

Institution	Position Value
G GTS SECURITIES LLC Institution	$1.1M 15.2K shares
R Robertson Stephens Wealth Management, LLC Institution	$1.1M 15.0K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$1.0M 14.9K shares
Creative Planning RIA/Wealth	$823.9K 11.7K shares
H HRT FINANCIAL LLC Institution	$518.1K 7.4K shares
Miracle Mile Advisors, LLC RIA/Wealth	$510.5K 7.3K shares
Plan Group Financial, LLC RIA/Wealth	$363.8K 5.2K shares
We Are One Seven, LLC RIA/Wealth	$311.9K 4.4K shares
M MB Generational Wealth, LLC RIA/Wealth	$311.7K 4.4K shares
Equitable Holdings, Inc. Institution	$282.9K 4.0K shares

Exited Positions

Institution	Previous Position
Vestmark Advisory Solutions, Inc. Fund of Funds	$119.2M 1.8M shares
Janney Montgomery Scott LLC RIA/Wealth	$50.2M 743.7K shares
Change Path, LLC RIA/Wealth	$2.3M 33.5K shares
Wayfinding Financial, LLC RIA/Wealth	$1.1M 16.4K shares
LAKE STREET FINANCIAL LLC RIA/Wealth	$902.1K 13.4K shares
LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth	$590.1K 8.7K shares
FIRETHORN WEALTH PARTNERS, LLC RIA/Wealth	$524.4K 7.8K shares
GeoWealth Management, LLC RIA/Wealth	$518.7K 7.7K shares
Bank of New York Mellon Corp Institution	$242.4K 3.6K shares
J J.W. COLE ADVISORS, INC. Institution	$241.3K 3.6K shares

Options Activity

Institutions with the largest Call and Put options positions in BBIN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBIN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S STONEHAVEN WEALTH & TAX SOLUTIONS, LLC RIA/Wealth	Brian M. Much CEO	9.94% $10.6M	151.5K shares	Q4 2024 Held for 11 months	$106.9M
KELLY FINANCIAL GROUP LLC RIA/Wealth	Robert Gregory Hammond CEO	9.80% $36.9M	526.7K shares	Q4 2024 Held for 11 months	$377.0M
Graney & King, LLC RIA/Wealth	Timothy Patrick Graney Partner	4.59% $6.6M	94.5K shares	Q4 2024 Held for 11 months	$144.5M
M MN Wealth Advisors, LLC RIA/Wealth	Anthony Richard Moeller CCO	2.99% $5.2M	74.8K shares	Q4 2023 Held for 1y 11m	$175.6M
5T Wealth, LLC RIA/Wealth	Paul James Krsek CEO	2.51% $5.7M	82.0K shares	Q4 2024 Held for 11 months	$229.4M
Horizon Family Wealth, Inc. RIA/Wealth	Joseph Blane Shea Managing Partner	1.74% $3.0M	43.1K shares	Q3 2024 Held for 1y 2m	$174.0M
Integrated Wealth Concepts LLC RIA/Wealth	Paul Anton Saganey Founder	1.31% $144.9M	2.1M shares	Q2 2022 Held for 3y 5m	$11.1B
WNY Asset Management, LLC RIA/Wealth	Nicholas M Scibilia CIO	1.22% $12.7M	180.7K shares	Q4 2023 Held for 1y 11m	$1.0B
Pallas Capital Advisors LLC RIA/Wealth	Richard Sholes Mullen CEO	1.13% $30.8M	439.0K shares	Q3 2022 Held for 3y 2m	$2.7B
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth	Michael William Quin CEO	0.97% $28.6M	407.3K shares	Q4 2022 Held for 2y 11m	$2.9B

Hedge Fund Spotlight

Discover hedge funds investing in BBIN

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan BetaBuilders International Equity

Market Value: $2.2M
Shares Held: 31.5K
Portfolio Weight: 0.00%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%