JPMorgan Betabuilders UsdBBCBETF
13F holders, Q2 2025 (June 30)27holders +1
2new positions
3sold out
$45.69avg. 13F price*
At the end of Q2 2025, 27 institutions reported holding JPMorgan Betabuilders Usd Inc. (BBCB) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Jmac Enterprises LLC ($3.9M), Vestmark Advisory Solutions, Inc. ($3.0M) and JPMorgan Chase & Co. ($2.9M).
- Company
- JPMorgan Betabuilders Usd Inc.
- CUSIP
- 46641Q449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $84K |
| Exits | 3 | $2.7M |
All 13F filers, Q1 2025 → Q2 2025: 95,076 shares bought and 70,872 shares sold, net +24,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Jmac Enterprises LLC | 0.83% | Add +10.7% | 84,432 | $3.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +138.5% | 65,912 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +78.8% | 62,384 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 60,272 | $2.8M |
| Trivium Point Advisory, LLC | 0.24% | Reduce -1.4% | 48,665 | $2.2M |
| Morgan Stanley | 0.00% | Add +13.9% | 38,383 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -7.3% | 38,144 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +18.0% | 35,589 | $1.6M |
| Blue Oak Capital, LLC | 0.65% | Add +16.3% | 27,231 | $1.2M |
| Graypoint LLC | 0.05% | Reduce -1.0% | 20,602 | $941K |
| Midwestern Financial, LLC | 0.58% | — | 13,454 | $615K |
| Lion Street Advisors, LLC | 0.17% | Reduce -5.0% | 12,446 | $569K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.4% | 10,072 | $460K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 9,501 | $434K |
| Bank of America Corp. | 0.00% | Add +46.5% | 8,565 | $391K |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 5,539 | $253K |
| Raymond James Financial Inc. | 0.00% | New | 1,844 | $84K |
| FWL Investment Management, LLC | 0.03% | Add +14.9% | 1,802 | $82K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.2% | 942 | $43K |
| AdvisorNet Financial, Inc | 0.00% | No change | 794 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.9% | 730 | $33K |
| IFP Advisors, Inc | 0.00% | Add +2215.0% | 463 | $21K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 107 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 16 | $731 |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.3% | 11 | $503 |
| Harbour Investments, Inc. | 0.00% | No change | 2 | $91 |
| UBS Group AG | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is BBCB's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Inc. the manager owns.