JPMorgan Betabuilders UsdBBCBETF

13F holders, Q1 2026 (March 31)
28holders −1
4new positions
5sold out
$45.33avg. 13F price*

At the end of Q1 2026, 28 institutions reported holding JPMorgan Betabuilders Usd Inc. (BBCB) in their 13F filings, down 1 from Q4 2025. 4 opened new positions and 5 sold out. The largest holders were Jmac Enterprises LLC ($4.0M), Morgan Stanley ($3.7M) 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$3.4M
Exits5$1.2M

All 13F filers, Q4 2025 → Q1 2026: 123,059 shares bought and 27,889 shares sold, net +95,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Jmac Enterprises LLC 0.76% Add +1.3% 87,928 $4.0M
Morgan Stanley 0.00% Add +12.4% 82,154 $3.7M
LPL Financial LLC 0.00% Add +2.2% 64,213 $2.9M
Janney Montgomery Scott LLC 0.01% Add +9.8% 49,162 $2.2M
Vestmark Advisory Solutions, Inc. 0.02% Add +8.6% 48,949 $2.2M
SMART Wealth LLC 0.59% New 44,344 $2.0M
JPMorgan Chase & Co. 0.00% Add +11.9% 41,282 $1.9M
Bank of America Corp. 0.00% Add +240.8% 26,907 $1.2M
Jane Street Group, LLC 0.00% Add +11.3% 20,816 $944K
Independent Wealth Network Inc. 0.26% New 19,612 $889K
Cerity Partners LLC 0.00% Reduce -6.9% 19,237 $872K
Midwestern Financial, LLC 0.46% Add +1.0% 12,888 $584K
CreativeOne Wealth, LLC 0.01% Reduce -4.2% 12,171 $552K
Envestnet Asset Management Inc. 0.00% Add +12.6% 11,092 $503K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 10,955 $497K
Cetera Investment Advisers 0.00% Add +13.7% 6,770 $307K
Freedom Investment Management, Inc. 0.09% Reduce -1.5% 6,495 $295K
AdvisorNet Financial, Inc 0.00% No change 1,054 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.6% 955 $43K
IFP Advisors, Inc 0.00% Add +18.8% 915 $41K
Farther Finance Advisors, LLC 0.00% Reduce -10.9% 692 $31K
UBS Group AG 0.00% Add +257.4% 193 $9K
Ashton Thomas Private Wealth, LLC 0.00% New 188 $9K
LGT Financial Advisors LLC 0.04% Add +3.9% 161 $7K
Capital Analysts, LLC 0.00% No change 25 $1K
Osaic Holdings, Inc. 0.00% Reduce -5.0% 19 $862
Harbour Investments, Inc. 0.00% No change 2 $91
FWL Investment Management, LLC 0.00% Reduce -71.4% 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.