JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q1 2024 (March 31)101holders
$46.19avg. 13F price*
At the end of Q1 2024, 101 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($520.5M), LPL Financial LLC ($42.8M) and Morgan Stanley ($31.2M).
- Company
- JPMorgan Betabuilders Usd Hi
- CUSIP
- 46641Q878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.5M |
| Exits | 10 | $6.1M |
Ownership 101 holders
| JPMorgan Chase & Co. | 0.05% | Add +243.4% | 11,267,879 | $520.5M |
| LPL Financial LLC | 0.02% | Add +4.3% | 925,565 | $42.8M |
| Morgan Stanley | 0.00% | Add +57.1% | 676,081 | $31.2M |
| Bank of America Corp. | 0.00% | Add +8.7% | 555,431 | $25.7M |
| BlackRock Inc. | 0.00% | Add +52.5% | 449,319 | $20.8M |
| Great Valley Advisor Group, Inc. | 0.63% | Add +2.5% | 446,175 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Add +57.9% | 411,753 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.5% | 352,752 | $16.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +32.6% | 313,257 | $14.5M |
| Assetmark, Inc. | 0.04% | Add +5.7% | 276,385 | $12.8M |
| Vestmark Advisory Solutions, Inc. | 0.54% | Add +28.3% | 273,074 | $12.6M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +7.8% | 251,185 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.4% | 184,514 | $8.5M |
| Daymark Wealth Partners, LLC | 0.40% | Add +21.9% | 160,673 | $7.4M |
| Windsor Capital Management, LLC | 1.87% | Reduce -0.6% | 130,314 | $6.0M |
| Founders Financial Alliance, LLC | 1.28% | Add +9.0% | 92,577 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.6% | 91,014 | $4.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.57% | Add +7.1% | 84,267 | $3.9M |
| Mission Wealth Management, LP | 0.10% | Add +16.8% | 80,916 | $3.7M |
| Royal Fund Management, LLC | 0.41% | Add +7.5% | 76,592 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +366.9% | 56,505 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.6% | 53,086 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -43.5% | 48,620 | $2.2M |
| Investment Partners Asset Management, Inc. | 1.95% | Reduce -3.9% | 46,652 | $2.2M |
| Ocean Park Asset Management, LLC | 0.10% | No change | 45,400 | $2.1M |
| MN Wealth Advisors, LLC | 1.29% | Add +8.8% | 44,984 | $2.1M |
| Simmons Bank | 0.16% | Reduce -6.4% | 44,696 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 43,226 | $2.0M |
| Old Mission Capital LLC | 0.05% | New | 42,828 | $2.0M |
| Menard Financial Group LLC | 1.64% | New | 42,083 | $1.9M |
| Apeiron RIA LLC | 0.54% | Add +199.6% | 40,500 | $1.9M |
| PFG Advisors | 0.13% | Add +8.9% | 39,950 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +11.7% | 38,830 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +16.7% | 37,232 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.5% | 36,759 | $1.7M |
| Vawter Financial, Ltd. | 1.15% | Add +16.0% | 34,389 | $1.6M |
| Wolf Group Capital Advisors | 0.66% | No change | 31,318 | $1.4M |
| Albion Financial Group | 0.10% | Add +6.5% | 29,322 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +4.8% | 26,285 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +48.8% | 24,426 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Add +17.4% | 22,908 | $1.1M |
| Raymond James & Associates | 0.00% | Add +40.3% | 19,739 | $912K |
| Creative Planning | 0.00% | Reduce -28.7% | 13,620 | $629K |
| Wayfinding Financial, LLC | 0.36% | Add +69.8% | 13,638 | $623K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.5% | 12,438 | $574K |
| Independent Wealth Network Inc. | 0.26% | Add +0.7% | 12,157 | $562K |
| Graypoint LLC | 0.04% | Add +25.5% | 10,987 | $507K |
| WCG Wealth Advisors LLC | 0.04% | No change | 10,849 | $501K |
| Lockerman Financial Group, Inc. | 0.92% | Reduce -0.1% | 10,416 | $481K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +30.1% | 10,168 | $470K |
| Lane & Associates LLC | 0.27% | Reduce -18.3% | 9,392 | $434K |
| Ascent Group, LLC | 0.04% | Add +3.9% | 9,366 | $433K |
| GeoWealth Management, LLC | 0.02% | Reduce -26.1% | 8,471 | $391K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -28.8% | 8,076 | $370K |
| Acorn Wealth Advisors, LLC | 0.17% | Add +0.9% | 6,908 | $319K |
| Royal Bank of Canada | 0.00% | Reduce -18.6% | 5,745 | $265K |
| Capital Analysts, LLC | 0.01% | Add +4.0% | 5,690 | $263K |
| Cape Cod Five Cents Savings Bank | 0.02% | Reduce -14.1% | 5,387 | $249K |
| Security Financial Services, INC. | 0.05% | Add +6.6% | 5,098 | $235K |
| Truist Financial Corp. | 0.00% | No change | 5,003 | $231K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.1% | 5,037 | $230K |
| TFB Advisors LLC | 0.08% | New | 5,064 | $229K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -17.3% | 4,852 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 4,809 | $222K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -64.2% | 4,791 | $221K |
| CGN Advisors LLC | 0.03% | New | 4,440 | $205K |
| Raymond James Trust N.A. | 0.00% | Reduce -64.2% | 4,416 | $204K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,844 | $176K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +15.1% | 3,447 | $159K |
| Private Trust Co. NA | 0.02% | No change | 3,174 | $147K |
| Richardson Financial Services Inc. | 0.09% | Add +1.1% | 2,774 | $128K |
| IFP Advisors, Inc | 0.00% | Add +22.9% | 2,397 | $111K |
| Global Retirement Partners, LLC | 0.00% | Add +6.9% | 1,717 | $79K |
| Comerica Bank | 0.00% | Add +386.7% | 1,650 | $76K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +91.8% | 1,291 | $60K |
| Highlander Capital Management, LLC | 0.02% | Reduce -29.9% | 1,175 | $54K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1,141 | $53K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 817 | $38K |
| Continuum Advisory, LLC | 0.01% | New | 773 | $35K |
| NFSG Corp | 0.02% | New | 760 | $35K |
| LGT Financial Advisors LLC | 0.03% | Add +88.0% | 564 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 559 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +31.3% | 525 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 508 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | New | 477 | $22K |
| Cwm, LLC | 0.00% | Reduce -8.5% | 465 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.5% | 299 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +1.3% | 228 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | New | 205 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -0.5% | 193 | $9K |
| Family Asset Management, LLC | 0.01% | Add +4.5% | 185 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 140 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 104 | $5K |
| WealthShield Partners, LLC | 0.00% | New | 85 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 82 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 71 | $3K |
| Abound Wealth Management | 0.00% | New | 65 | $3K |
| Element Wealth, LLC | 0.00% | New | 54 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 41 | $2K |
| Larson Financial Group LLC | 0.00% | Add +2.9% | 36 | $2K |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.