JPMorgan Betabuilders UsdBBCBETF

13F holders, Q2 2026 (June 30)
30holders +2
3new positions
1sold out
$45.34avg. 13F price*

At the end of Q2 2026, 30 institutions reported holding JPMorgan Betabuilders Usd Inc. (BBCB) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were Jmac Enterprises LLC ($4.4M), Morgan Stanley ($3.9M) and LPL Financial LLC ($2.9M).

Company
JPMorgan Betabuilders Usd Inc.
CUSIP
46641Q449
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 19Q1 2024Q2 2024: 23Q2 2024Q3 2024: 22Q3 2024Q4 2024: 24Q4 2024Q1 2025: 26Q1 2025Q2 2025: 27Q2 2025Q3 2025: 25Q3 2025Q4 2025: 29Q4 2025Q1 2026: 28Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$468K
Exits1$295K

All 13F filers, Q1 2026 → Q2 2026: 48,493 shares bought and 22,194 shares sold, net +26,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Jmac Enterprises LLC 0.75% Add +11.2% 97,770 $4.4M
Morgan Stanley 0.00% Add +3.8% 85,258 $3.9M
LPL Financial LLC 0.00% Add +0.9% 64,814 $2.9M
Janney Montgomery Scott LLC 0.00% Add +8.9% 53,546 $2.4M
Vestmark Advisory Solutions, Inc. 0.02% No change 48,949 $2.2M
JPMorgan Chase & Co. 0.00% Add +15.1% 47,521 $2.2M
SMART Wealth LLC 0.40% Reduce -6.7% 41,371 $1.9M
Bank of America Corp. 0.00% Add +36.8% 36,820 $1.7M
Independent Wealth Network Inc. 0.23% Add +2.9% 20,188 $915K
Jane Street Group, LLC 0.00% Reduce -10.4% 18,654 $845K
Cerity Partners LLC 0.00% Reduce -11.8% 16,959 $769K
Envestnet Asset Management Inc. 0.00% Add +14.1% 12,658 $574K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 10,955 $497K
Midwestern Financial, LLC 0.28% Reduce -32.6% 8,688 $394K
CreativeOne Wealth, LLC 0.01% Reduce -30.1% 8,509 $386K
Cetera Investment Advisers 0.00% Add +2.6% 6,943 $315K
Windsor Capital Management, LLC 0.07% New 5,522 $250K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% New 4,801 $218K
Farther Finance Advisors, LLC 0.00% Add +186.3% 1,981 $90K
IFP Advisors, Inc 0.00% Add +19.0% 1,089 $49K
AdvisorNet Financial, Inc 0.00% No change 1,054 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -31.6% 653 $30K
Capital Analysts, LLC 0.00% Add +964.0% 266 $12K
Ashton Thomas Private Wealth, LLC 0.00% Add +6.4% 200 $9K
LGT Financial Advisors LLC 0.04% No change 161 $7K
UBS Group AG 0.00% Reduce -63.2% 71 $3K
Wells Fargo & Company 0.00% Add +0.0% 56 $3K
Osaic Holdings, Inc. 0.00% No change 19 $861
Harbour Investments, Inc. 0.00% No change 2 $91
FWL Investment Management, LLC 0.00% No change 2 $91

"% of holder's portfolio" is BBCB's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Inc. the manager owns.