JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q2 2024 (June 30)103holders +2
12new positions
9sold out
$45.74avg. 13F price*
At the end of Q2 2024, 103 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, up 2 from Q1 2024. 12 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($551.7M), LPL Financial LLC ($67.2M) and Bank of America Corp. ($64.4M).
- Company
- JPMorgan Betabuilders Usd Hi
- CUSIP
- 46641Q878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.7M |
| Exits | 9 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 4,094,504 shares bought and 521,451 shares sold, net +3,573,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| JPMorgan Chase & Co. | 0.05% | Add +7.0% | 12,062,031 | $551.7M |
| LPL Financial LLC | 0.03% | Add +58.7% | 1,469,225 | $67.2M |
| Bank of America Corp. | 0.01% | Add +153.7% | 1,409,015 | $64.4M |
| Morgan Stanley | 0.00% | Add +20.2% | 812,856 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +81.1% | 638,907 | $29.2M |
| Janney Montgomery Scott LLC | 0.08% | Add +78.5% | 559,267 | $25.6M |
| BlackRock Inc. | 0.00% | Add +18.4% | 532,095 | $24.3M |
| Great Valley Advisor Group, Inc. | 0.61% | Add +6.5% | 474,988 | $21.7M |
| Vestmark Advisory Solutions, Inc. | 0.88% | Add +67.7% | 457,941 | $20.9M |
| HighTower Advisors, LLC | 0.03% | Add +7.5% | 442,822 | $20.3M |
| Assetmark, Inc. | 0.05% | Add +32.7% | 366,780 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +67.2% | 308,536 | $14.1M |
| Daymark Wealth Partners, LLC | 0.48% | Add +41.6% | 227,576 | $10.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 194,349 | $8.9M |
| Windsor Capital Management, LLC | 1.82% | Reduce -1.4% | 128,421 | $5.9M |
| Old Mission Capital LLC | 0.15% | Add +184.1% | 121,687 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +135.7% | 114,599 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +67.9% | 94,873 | $4.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.58% | Add +4.9% | 88,390 | $4.0M |
| Royal Fund Management, LLC | 0.49% | Add +4.1% | 79,716 | $3.7M |
| Park Avenue Securities LLC | 0.04% | Add +100.0% | 74,449 | $3.4M |
| Mission Wealth Management, LP | 0.09% | Reduce -13.5% | 69,967 | $3.2M |
| MN Wealth Advisors, LLC | 1.79% | Add +50.3% | 67,605 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +64.2% | 63,743 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 51,287 | $2.3M |
| Investment Partners Asset Management, Inc. | 1.90% | No change | 46,652 | $2.1M |
| Ocean Park Asset Management, LLC | 0.10% | No change | 45,400 | $2.1M |
| Menard Financial Group LLC | 1.48% | Add +7.6% | 45,270 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 43,226 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +17.4% | 43,164 | $2.0M |
| Simmons Bank | 0.14% | Reduce -10.6% | 39,939 | $1.8M |
| Vawter Financial, Ltd. | 1.23% | Add +14.3% | 39,315 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +35.7% | 35,666 | $1.6M |
| Wolf Group Capital Advisors | 0.61% | Add +8.1% | 33,858 | $1.5M |
| TBH Global Asset Management, LLC | 0.33% | New | 32,690 | $1.5M |
| Albion Financial Group | 0.11% | Add +4.4% | 30,617 | $1.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +26.5% | 28,977 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +132.4% | 28,907 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -90.1% | 24,908 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -1.8% | 23,999 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -78.3% | 19,779 | $905K |
| Raymond James & Associates | 0.00% | Reduce -13.8% | 17,011 | $778K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +59.1% | 16,174 | $740K |
| Lockerman Financial Group, Inc. | 1.34% | Add +54.9% | 16,134 | $738K |
| WCG Wealth Advisors LLC | 0.05% | Add +45.3% | 15,760 | $721K |
| Wayfinding Financial, LLC | 0.35% | Reduce -0.3% | 13,604 | $622K |
| Independent Wealth Network Inc. | 0.26% | Reduce -0.3% | 12,117 | $554K |
| Ascent Group, LLC | 0.04% | Add +25.5% | 11,757 | $538K |
| GeoWealth Management, LLC | 0.02% | Add +37.5% | 11,643 | $533K |
| Graypoint LLC | 0.04% | Add +5.9% | 11,637 | $532K |
| Creative Planning | 0.00% | Reduce -16.5% | 11,370 | $520K |
| Wells Fargo & Company | 0.00% | Add +866.0% | 11,022 | $504K |
| Prudential Financial Inc. | 0.00% | New | 9,688 | $443K |
| Acorn Wealth Advisors, LLC | 0.17% | Add +11.2% | 7,684 | $351K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +119.7% | 7,574 | $346K |
| Gateway Wealth Partners, LLC | 0.10% | New | 6,932 | $317K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,471 | $296K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -22.0% | 6,297 | $289K |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.2% | 6,117 | $280K |
| Capital Analysts, LLC | 0.01% | Add +6.3% | 6,047 | $277K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.9% | 5,486 | $249K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $246K |
| CGN Advisors LLC | 0.03% | Add +17.5% | 5,218 | $239K |
| Royal Bank of Canada | 0.00% | Reduce -12.7% | 5,017 | $229K |
| Private Trust Co. NA | 0.02% | Add +57.3% | 4,993 | $228K |
| Truist Financial Corp. | 0.00% | Reduce -2.4% | 4,881 | $223K |
| TFB Advisors LLC | 0.07% | Reduce -6.8% | 4,720 | $216K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -5.0% | 4,612 | $211K |
| Raymond James Trust N.A. | 0.00% | Add +4.2% | 4,601 | $210K |
| RDA Financial Network | 0.07% | New | 4,565 | $209K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -2.6% | 3,742 | $170K |
| Richardson Financial Services Inc. | 0.12% | Add +26.7% | 3,514 | $161K |
| IFP Advisors, Inc | 0.00% | Add +11.8% | 2,681 | $123K |
| Global Retirement Partners, LLC | 0.00% | Add +38.3% | 2,375 | $109K |
| Continuum Advisory, LLC | 0.01% | No change | 773 | $35K |
| NFSG Corp | 0.01% | No change | 760 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -47.9% | 673 | $31K |
| LGT Financial Advisors LLC | 0.06% | Add +9.2% | 616 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 559 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 508 | $23K |
| Cwm, LLC | 0.00% | No change | 465 | $21K |
| Comerica Bank | 0.00% | Reduce -72.8% | 448 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -25.5% | 391 | $18K |
| NewEdge Advisors, LLC | 0.00% | New | 377 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -99.7% | 285 | $13K |
| FMR LLC | 0.00% | New | 255 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 232 | $11K |
| Family Asset Management, LLC | 0.01% | Add +25.4% | 232 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 193 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.5% | 196 | $9K |
| McIlrath & Eck, LLC | 0.00% | Add +1.4% | 142 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +122.0% | 91 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 85 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 82 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 71 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 67 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 57 | $3K |
| Element Wealth, LLC | 0.00% | No change | 54 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 36 | $2K |
| Allworth Financial LP | 0.00% | No change | 25 | $1K |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.