JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q1 2025 (March 31)99holders −6
11new positions
14sold out
$46.05avg. 13F price*
At the end of Q1 2025, 99 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, down 6 from Q4 2024. 11 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($101.2M), LPL Financial LLC ($70.4M) and Bank of America Corp. ($49.4M).
- Company
- JPMorgan Betabuilders Usd Hi
- CUSIP
- 46641Q878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $16.0M |
| Exits | 14 | $10.9M |
All 13F filers, Q4 2024 → Q1 2025: 961,325 shares bought and 6,084,686 shares sold, net −5,123,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -72.3% | 2,197,140 | $101.2M |
| LPL Financial LLC | 0.03% | Add +5.5% | 1,528,344 | $70.4M |
| Bank of America Corp. | 0.00% | Add +5.8% | 1,072,478 | $49.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.9% | 764,363 | $35.2M |
| Morgan Stanley | 0.00% | Add +7.9% | 722,001 | $33.2M |
| Janney Montgomery Scott LLC | 0.08% | Add +5.3% | 608,536 | $28.0M |
| Vestmark Advisory Solutions, Inc. | 0.67% | Add +13.2% | 564,813 | $26.0M |
| Great Valley Advisor Group, Inc. | 0.54% | Add +1.6% | 541,193 | $24.9M |
| HighTower Advisors, LLC | 0.03% | Add +1.3% | 473,374 | $21.8M |
| BlackRock, Inc. | 0.00% | Reduce -5.6% | 455,937 | $21.0M |
| Barclays PLC | 0.01% | New | 318,453 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +11.9% | 312,551 | $14.4M |
| Assetmark, Inc. | 0.03% | Reduce -4.0% | 250,256 | $11.5M |
| Daymark Wealth Partners, LLC | 0.43% | Add +0.6% | 216,185 | $10.0M |
| Cetera Investment Advisers | 0.01% | Add +30.4% | 145,839 | $6.7M |
| Ocean Park Asset Management, LLC | 0.21% | Add +179.7% | 127,000 | $5.8M |
| Windsor Capital Management, LLC | 1.68% | Reduce -2.4% | 118,562 | $5.5M |
| Royal Fund Management, LLC | 0.55% | Add +3.7% | 99,877 | $4.6M |
| Park Avenue Securities LLC | 0.06% | Add +3.0% | 98,262 | $4.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.68% | Add +4.6% | 97,560 | $4.5M |
| Old Mission Capital LLC | 0.08% | Reduce -5.2% | 89,610 | $4.1M |
| Mission Wealth Management, LP | 0.10% | Add +6.4% | 87,822 | $4.0M |
| Vawter Financial, Ltd. | 2.01% | Add +46.2% | 77,970 | $3.6M |
| Blue Oak Capital, LLC | 1.85% | Reduce -3.6% | 72,654 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +5.1% | 63,188 | $2.9M |
| MN Wealth Advisors, LLC | 1.51% | Reduce -3.8% | 55,889 | $2.6M |
| Albion Financial Group | 0.17% | Add +71.8% | 51,215 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.8% | 47,933 | $2.2M |
| Investment Partners Asset Management, Inc. | 1.67% | Reduce -1.1% | 46,226 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +3.5% | 44,786 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.5% | 43,860 | $2.0M |
| Menard Financial Group LLC | 1.31% | Reduce -0.3% | 43,992 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 43,226 | $2.0M |
| Wolf Group Capital Advisors | 0.62% | Add +28.3% | 40,185 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +12.2% | 38,052 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 35,457 | $1.6M |
| Simmons Bank | 0.11% | Reduce -2.3% | 33,025 | $1.5M |
| 5T Wealth, LLC | 0.83% | Reduce -15.3% | 31,840 | $1.5M |
| Graypoint LLC | 0.08% | Add +9.4% | 29,284 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -2.2% | 27,456 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Add +29.2% | 25,109 | $1.2M |
| Visionary Wealth Advisors | 0.06% | Reduce -32.4% | 21,403 | $986K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.0% | 21,160 | $974K |
| Sigma Planning Corp | 0.03% | Add +35.0% | 17,134 | $789K |
| Lockerman Financial Group, Inc. | 1.15% | Add +9.6% | 16,518 | $761K |
| Wayfinding Financial, LLC | 0.31% | Add +4.5% | 15,551 | $716K |
| MAI Capital Management | 0.00% | Reduce -8.0% | 11,522 | $531K |
| Farther Finance Advisors, LLC | 0.01% | Add +42.3% | 11,426 | $523K |
| Jefferies Financial Group Inc. | 0.01% | New | 10,426 | $480K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -27.1% | 9,163 | $422K |
| Gateway Wealth Partners, LLC | 0.09% | Add +27.4% | 8,727 | $402K |
| GeoWealth Management, LLC | 0.01% | Reduce -8.0% | 7,666 | $353K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.9% | 7,339 | $338K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.4% | 7,151 | $329K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 6,857 | $316K |
| Ascent Group, LLC | 0.01% | Reduce -11.6% | 6,195 | $285K |
| Truist Financial Corp. | 0.00% | Add +13.7% | 6,178 | $284K |
| Royal Bank of Canada | 0.00% | Add +23.0% | 6,133 | $282K |
| Capital Analysts, LLC | 0.01% | Reduce -3.3% | 5,932 | $273K |
| CGN Advisors LLC | 0.03% | Reduce -11.7% | 5,771 | $266K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -75.7% | 5,763 | $265K |
| Virtue Capital Management, LLC | 0.03% | New | 5,720 | $263K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $255K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,473 | $252K |
| Advisory Services Network, LLC | 0.00% | New | 4,829 | $222K |
| IFP Advisors, Inc | 0.01% | Reduce -1.6% | 3,935 | $181K |
| Private Trust Co. NA | 0.02% | Add +2.5% | 3,930 | $181K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -3.8% | 3,601 | $166K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,593 | $165K |
| Richardson Financial Services Inc. | 0.08% | Add +3.2% | 2,141 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 1,820 | $84K |
| AdvisorNet Financial, Inc | 0.01% | Add +68.4% | 1,588 | $73K |
| Continuum Advisory, LLC | 0.01% | No change | 1,065 | $49K |
| LGT Financial Advisors LLC | 0.13% | Add +36.1% | 909 | $42K |
| NFSG Corp | 0.01% | No change | 760 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 673 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 573 | $26K |
| NewEdge Advisors, LLC | 0.00% | Add +20.3% | 551 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 525 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 508 | $23K |
| Cwm, LLC | 0.00% | No change | 465 | $21K |
| Missouri Trust & Investment Co | 0.01% | Reduce -37.4% | 400 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | New | 398 | $18K |
| NorthRock Partners, LLC | 0.00% | New | 395 | $18K |
| Comerica Bank | 0.00% | Add +7.1% | 361 | $17K |
| Rossby Financial, LCC | 0.01% | New | 322 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 246 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 212 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -87.3% | 196 | $9K |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 166 | $8K |
| McIlrath & Eck, LLC | 0.00% | Add +2.0% | 151 | $7K |
| AE Wealth Management LLC | 0.00% | New | 86 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 85 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 78 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +490.9% | 65 | $3K |
| FMR LLC | 0.00% | Reduce -20.5% | 62 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 38 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 4 | $185 |
| NewSquare Capital LLC | 0.00% | No change | 3 | $138 |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.