JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q4 2024 (December 31)105holders +6
15new positions
10sold out
1famous investor
$46.08avg. 13F price*
At the end of Q4 2024, 105 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, up 6 from Q3 2024. 15 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($366.0M), LPL Financial LLC ($66.8M) and Bank of America Corp. ($46.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Betabuilders Usd Hi
- CUSIP
- 46641Q878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.7M |
| Exits | 10 | $21.7M |
All 13F filers, Q3 2024 → Q4 2024: 352,334 shares bought and 8,347,334 shares sold, net −7,995,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -45.8% | 7,943,085 | $366.0M |
| LPL Financial LLC | 0.03% | Reduce -2.1% | 1,449,392 | $66.8M |
| Bank of America Corp. | 0.00% | Reduce -24.7% | 1,013,962 | $46.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.4% | 708,227 | $32.6M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 669,375 | $30.8M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -8.2% | 577,637 | $26.6M |
| Great Valley Advisor Group, Inc. | 0.55% | Add +8.9% | 532,525 | $24.5M |
| Vestmark Advisory Solutions, Inc. | 0.79% | Reduce -5.4% | 499,008 | $23.0M |
| BlackRock, Inc. | 0.00% | Reduce -8.2% | 482,804 | $22.2M |
| HighTower Advisors, LLC | 0.03% | Add +5.4% | 467,260 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.0% | 279,210 | $12.9M |
| Assetmark, Inc. | 0.03% | Reduce -16.2% | 260,809 | $12.0M |
| Daymark Wealth Partners, LLC | 0.42% | Reduce -12.0% | 214,997 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 122,138 | $5.6M |
| Windsor Capital Management, LLC | 1.66% | Reduce -4.9% | 121,506 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +2.7% | 111,881 | $5.2M |
| Royal Fund Management, LLC | 0.48% | Add +4.5% | 96,280 | $4.4M |
| Park Avenue Securities LLC | 0.05% | Add +3.6% | 95,358 | $4.4M |
| Old Mission Capital LLC | 0.10% | Add +93.3% | 94,522 | $4.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.65% | Add +6.8% | 93,295 | $4.3M |
| Mission Wealth Management, LP | 0.09% | Add +1.6% | 82,529 | $3.8M |
| Blue Oak Capital, LLC | 2.13% | — | 75,410 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -8.6% | 60,109 | $2.8M |
| MN Wealth Advisors, LLC | 1.51% | Reduce -15.4% | 58,069 | $2.7M |
| Vawter Financial, Ltd. | 1.48% | Add +7.5% | 53,333 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -86.7% | 52,577 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.3% | 48,786 | $2.2M |
| Investment Partners Asset Management, Inc. | 1.69% | Add +0.2% | 46,759 | $2.2M |
| Ocean Park Asset Management, LLC | 0.07% | No change | 45,400 | $2.1M |
| Menard Financial Group LLC | 1.22% | Reduce -0.4% | 44,130 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 43,275 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +4.3% | 43,263 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 41,178 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 38,381 | $1.8M |
| 5T Wealth, LLC | 0.95% | — | 37,586 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +37.3% | 33,930 | $1.6M |
| Simmons Bank | 0.11% | Reduce -10.3% | 33,807 | $1.6M |
| Visionary Wealth Advisors | 0.09% | New | 31,639 | $1.5M |
| Wolf Group Capital Advisors | 0.68% | No change | 31,318 | $1.4M |
| Albion Financial Group | 0.09% | Reduce -4.3% | 29,812 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -19.3% | 28,065 | $1.3M |
| Graypoint LLC | 0.07% | Add +43.4% | 26,778 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.0% | 23,756 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.2% | 21,598 | $995K |
| Renaissance Technologies | 0.00% | Reduce -20.1% | 21,100 | $972K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -1.7% | 19,428 | $895K |
| Lockerman Financial Group, Inc. | 1.18% | Reduce -9.8% | 15,070 | $694K |
| Wayfinding Financial, LLC | 0.37% | Reduce -4.3% | 14,885 | $690K |
| Sigma Planning Corp | 0.02% | Add +49.1% | 12,689 | $585K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.1% | 12,572 | $579K |
| MAI Capital Management | 0.00% | New | 12,522 | $577K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +4.0% | 11,266 | $525K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.4% | 9,164 | $422K |
| HRT Financial LP | 0.00% | Reduce -7.0% | 8,558 | $394K |
| GeoWealth Management, LLC | 0.01% | Reduce -25.9% | 8,328 | $384K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -22.6% | 8,027 | $370K |
| Susquehanna International Group, LLP | 0.00% | New | 7,896 | $364K |
| Ascent Group, LLC | 0.02% | Reduce -21.0% | 7,010 | $323K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -24.1% | 6,864 | $316K |
| Gateway Wealth Partners, LLC | 0.08% | Add +1.4% | 6,853 | $316K |
| Greenwich Wealth Management LLC | 0.02% | New | 6,826 | $315K |
| TBH Global Asset Management, LLC | 0.07% | Reduce -48.0% | 6,767 | $312K |
| CGN Advisors LLC | 0.03% | Add +24.9% | 6,533 | $301K |
| Capital Analysts, LLC | 0.01% | Add +1.2% | 6,137 | $283K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $255K |
| Truist Financial Corp. | 0.00% | Reduce -2.4% | 5,434 | $250K |
| Two Sigma Securities, LLC | 0.04% | Reduce -6.0% | 5,018 | $231K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 4,986 | $230K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -1.4% | 4,558 | $210K |
| Creative Planning | 0.00% | Reduce -35.8% | 4,549 | $210K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 4,521 | $208K |
| IFP Advisors, Inc | 0.01% | Add +6.4% | 3,999 | $184K |
| Global Retirement Partners, LLC | 0.01% | Add +92.1% | 3,921 | $181K |
| Private Trust Co. NA | 0.02% | Reduce -14.6% | 3,836 | $177K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,742 | $172K |
| Sound Income Strategies, LLC | 0.01% | Add +0.0% | 3,593 | $166K |
| Richardson Financial Services Inc. | 0.07% | Reduce -41.0% | 2,074 | $96K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +424.5% | 1,542 | $71K |
| Continuum Advisory, LLC | 0.01% | No change | 1,065 | $49K |
| AdvisorNet Financial, Inc | 0.00% | New | 943 | $43K |
| NFSG Corp | 0.01% | No change | 760 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -8.9% | 673 | $31K |
| LGT Financial Advisors LLC | 0.07% | Reduce -33.2% | 668 | $31K |
| Missouri Trust & Investment Co | 0.01% | New | 639 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 559 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +40.0% | 525 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 508 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 458 | $21K |
| Cwm, LLC | 0.00% | No change | 465 | $21K |
| Comerica Bank | 0.00% | Reduce -11.6% | 337 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 241 | $11K |
| Sunbelt Securities, Inc. | 0.00% | New | 212 | $10K |
| Wells Fargo & Company | 0.00% | Reduce -98.2% | 167 | $8K |
| Human Investing LLC | 0.00% | New | 150 | $7K |
| McIlrath & Eck, LLC | 0.00% | Add +2.1% | 148 | $7K |
| UBS Group AG | 0.00% | New | 138 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | — | 89 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 85 | $4K |
| FMR LLC | 0.00% | New | 78 | $4K |
| WR Wealth Planners, LLC | 0.00% | No change | 48 | $2K |
| Larson Financial Group LLC | 0.00% | Add +2.7% | 38 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 11 | $507 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 4 | $185 |
| NewSquare Capital LLC | 0.00% | New | 3 | $138 |
| Synergy Asset Management, LLC | 0.00% | New | 2 | $95 |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.