JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q3 2024 (September 30)99holders −4
10new positions
13sold out
2famous investors
$47.42avg. 13F price*
At the end of Q3 2024, 99 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, down 4 from Q2 2024. 10 opened new positions and 13 sold out. The largest holders were JPMorgan Chase & Co. ($693.9M), LPL Financial LLC ($70.1M) and Bank of America Corp. ($63.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Betabuilders Usd Hi
- CUSIP
- 46641Q878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $23.5M |
| Exits | 13 | $10.4M |
All 13F filers, Q2 2024 → Q3 2024: 3,763,096 shares bought and 483,155 shares sold, net +3,279,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| JPMorgan Chase & Co. | 0.06% | Add +21.5% | 14,651,543 | $693.9M |
| LPL Financial LLC | 0.03% | Add +0.8% | 1,480,604 | $70.1M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 1,345,762 | $63.7M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 810,465 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.5% | 757,000 | $35.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +12.5% | 628,982 | $29.8M |
| Vestmark Advisory Solutions, Inc. | 0.93% | Add +15.2% | 527,335 | $25.0M |
| BlackRock, Inc. | 0.00% | — | 525,724 | $24.9M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +2.9% | 488,953 | $23.2M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 443,358 | $21.0M |
| Bank of Montreal | 0.01% | New | 394,500 | $20.4M |
| Jane Street Group, LLC | 0.03% | Add +245.2% | 395,535 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.8% | 317,219 | $15.0M |
| Assetmark, Inc. | 0.04% | Reduce -15.1% | 311,316 | $14.7M |
| Daymark Wealth Partners, LLC | 0.49% | Add +7.3% | 244,235 | $11.6M |
| Windsor Capital Management, LLC | 1.76% | Reduce -0.5% | 127,761 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +14.8% | 108,941 | $5.2M |
| Royal Fund Management, LLC | 0.31% | Add +15.6% | 92,160 | $4.4M |
| Park Avenue Securities LLC | 0.05% | Add +23.6% | 92,037 | $4.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.56% | Reduce -1.1% | 87,391 | $4.1M |
| Mission Wealth Management, LP | 0.10% | Add +16.1% | 81,235 | $3.8M |
| MN Wealth Advisors, LLC | 1.85% | Add +1.6% | 68,664 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +3.2% | 65,775 | $3.1M |
| Vawter Financial, Ltd. | 1.44% | Add +26.2% | 49,625 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 49,424 | $2.3M |
| Old Mission Capital LLC | 0.05% | Reduce -59.8% | 48,910 | $2.3M |
| Investment Partners Asset Management, Inc. | 1.81% | No change | 46,652 | $2.2M |
| Ocean Park Asset Management, LLC | 0.09% | No change | 45,400 | $2.2M |
| Menard Financial Group LLC | 1.38% | Reduce -2.1% | 44,310 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 43,226 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +43.1% | 41,470 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 41,202 | $2.0M |
| Simmons Bank | 0.13% | Reduce -5.6% | 37,702 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -2.5% | 34,793 | $1.6M |
| Albion Financial Group | 0.10% | Add +1.8% | 31,167 | $1.5M |
| Wolf Group Capital Advisors | 0.66% | Reduce -7.5% | 31,318 | $1.4M |
| Renaissance Technologies | 0.00% | New | 26,400 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +3.0% | 24,716 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -17.8% | 23,775 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +38.5% | 22,408 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.3% | 20,225 | $958K |
| WCG Wealth Advisors LLC | 0.06% | Add +25.4% | 19,766 | $936K |
| Graypoint LLC | 0.06% | Add +60.4% | 18,669 | $884K |
| Lockerman Financial Group, Inc. | 1.34% | Add +3.5% | 16,704 | $791K |
| Raymond James & Associates | 0.00% | Reduce -4.3% | 16,286 | $771K |
| Wayfinding Financial, LLC | 0.55% | Add +14.3% | 15,550 | $736K |
| TBH Global Asset Management, LLC | 0.13% | Reduce -60.2% | 13,003 | $616K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -49.6% | 12,556 | $595K |
| Citadel Advisors | 0.00% | New | 11,549 | $547K |
| GeoWealth Management, LLC | 0.02% | Reduce -3.5% | 11,241 | $532K |
| Prudential Financial Inc. | 0.00% | Add +14.2% | 11,059 | $524K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +43.0% | 10,831 | $513K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +61.6% | 10,456 | $495K |
| Farther Finance Advisors, LLC | 0.02% | Add +89.0% | 10,366 | $491K |
| Wells Fargo & Company | 0.00% | Reduce -13.9% | 9,486 | $449K |
| HRT Financial LP | 0.00% | New | 9,204 | $435K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +17.8% | 9,050 | $429K |
| Ascent Group, LLC | 0.03% | Reduce -24.5% | 8,876 | $420K |
| Sigma Planning Corp | 0.01% | New | 8,508 | $403K |
| Creative Planning | 0.00% | Reduce -37.7% | 7,080 | $335K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -2.5% | 6,758 | $320K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 6,065 | $287K |
| Truist Financial Corp. | 0.00% | Add +14.1% | 5,567 | $264K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $255K |
| Two Sigma Securities, LLC | 0.02% | New | 5,338 | $253K |
| CGN Advisors LLC | 0.02% | Add +0.2% | 5,229 | $248K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 5,051 | $239K |
| Raymond James Trust N.A. | 0.00% | No change | 4,601 | $218K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -26.6% | 4,623 | $217K |
| Private Trust Co. NA | 0.02% | Reduce -10.1% | 4,489 | $213K |
| Lake Street Private Wealth, LLC | 0.03% | New | 4,450 | $211K |
| IFP Advisors, Inc | 0.01% | Add +40.2% | 3,759 | $178K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,742 | $177K |
| Sound Income Strategies, LLC | 0.01% | Add +3847.3% | 3,592 | $170K |
| Richardson Financial Services Inc. | 0.10% | No change | 3,514 | $161K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.1% | 2,041 | $97K |
| Continuum Advisory, LLC | 0.01% | Add +37.8% | 1,065 | $50K |
| LGT Financial Advisors LLC | 0.12% | Add +62.3% | 1,000 | $47K |
| NFSG Corp | 0.01% | No change | 760 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +9.8% | 739 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 559 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 508 | $24K |
| Cwm, LLC | 0.00% | No change | 465 | $22K |
| NewEdge Advisors, LLC | 0.00% | Add +21.5% | 458 | $22K |
| Comerica Bank | 0.00% | Reduce -15.0% | 381 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.1% | 375 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +50.0% | 294 | $14K |
| Family Asset Management, LLC | 0.01% | Add +7.8% | 250 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 237 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 210 | $10K |
| McIlrath & Eck, LLC | 0.00% | Add +2.1% | 145 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 119 | $6K |
| WealthShield Partners, LLC | 0.00% | No change | 85 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 71 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 48 | $2K |
| Larson Financial Group LLC | 0.00% | Add +2.8% | 37 | $2K |
| Allworth Financial LP | 0.00% | No change | 25 | $1K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -93.0% | 20 | $947 |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.