JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q2 2025 (June 30)97holders −2
12new positions
15sold out
1famous investor
$46.63avg. 13F price*
At the end of Q2 2025, 97 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, down 2 from Q1 2025. 12 opened new positions and 15 sold out. The largest holders were JPMorgan Chase & Co. ($97.4M), LPL Financial LLC ($46.9M) and Bank of America Corp. ($41.4M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.7M |
| Exits | 15 | $28.4M |
All 13F filers, Q1 2025 → Q2 2025: 420,037 shares bought and 3,700,031 shares sold, net −3,279,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -4.9% | 2,089,235 | $97.4M |
| LPL Financial LLC | 0.02% | Reduce -34.2% | 1,006,055 | $46.9M |
| Bank of America Corp. | 0.00% | Reduce -17.2% | 887,664 | $41.4M |
| Vestmark Advisory Solutions, Inc. | 0.36% | Reduce -4.2% | 541,156 | $25.2M |
| BlackRock, Inc. | 0.00% | Add +1.5% | 462,650 | $21.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.6% | 460,964 | $21.5M |
| Morgan Stanley | 0.00% | Reduce -39.8% | 434,642 | $20.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -39.9% | 366,052 | $17.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.1% | 320,194 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -41.4% | 183,166 | $8.5M |
| Assetmark, Inc. | 0.02% | Reduce -43.9% | 140,512 | $6.6M |
| Ocean Park Asset Management, LLC | 0.21% | No change | 127,000 | $5.8M |
| Windsor Capital Management, LLC | 1.56% | Reduce -3.0% | 115,019 | $5.4M |
| Citadel Advisors | 0.00% | New | 108,434 | $5.1M |
| Royal Fund Management, LLC | 0.51% | Add +3.6% | 103,486 | $4.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.63% | Add +6.0% | 103,361 | $4.8M |
| Mission Wealth Management, LP | 0.10% | Add +7.3% | 94,204 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +134.1% | 82,991 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -48.9% | 74,491 | $3.5M |
| CW Advisors, LLC | 0.03% | New | 74,049 | $3.5M |
| Empowered Funds, LLC | 0.03% | New | 62,648 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +20.2% | 52,715 | $2.5M |
| Old Mission Capital LLC | 0.07% | Reduce -41.5% | 52,376 | $2.4M |
| Albion Financial Group | 0.16% | Reduce -0.1% | 51,186 | $2.4M |
| Investment Partners Asset Management, Inc. | 1.50% | Reduce -0.1% | 46,198 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.6% | 44,757 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 43,226 | $2.0M |
| Menard Financial Group LLC | 1.18% | Reduce -3.4% | 42,510 | $2.0M |
| MML Investors Services, LLC | 0.00% | Reduce -46.1% | 34,070 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 33,305 | $1.6M |
| Simmons Bank | 0.10% | Reduce -6.2% | 30,969 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -32.1% | 30,402 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -73.6% | 25,947 | $1.2M |
| MN Wealth Advisors, LLC | 0.69% | Reduce -54.4% | 25,480 | $1.2M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -4.0% | 24,105 | $1.1M |
| Graypoint LLC | 0.06% | Reduce -21.5% | 22,992 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -39.9% | 22,881 | $1.1M |
| 5T Wealth, LLC | 0.46% | Reduce -39.3% | 19,335 | $902K |
| Sigma Planning Corp | 0.03% | Add +7.7% | 18,450 | $860K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -15.9% | 17,795 | $830K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,978 | $699K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -56.1% | 12,041 | $562K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +27.5% | 11,682 | $545K |
| MAI Capital Management | 0.00% | Reduce -9.6% | 10,422 | $486K |
| Midwestern Financial, LLC | 0.46% | — | 10,414 | $486K |
| Principal Securities, Inc. | 0.01% | Add +1820.7% | 9,757 | $455K |
| Cwm, LLC | 0.00% | Add +1975.5% | 9,651 | $450K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -98.5% | 8,246 | $385K |
| Lockerman Financial Group, Inc. | 0.50% | Reduce -52.2% | 7,893 | $368K |
| Blue Oak Capital, LLC | 0.19% | Reduce -89.5% | 7,603 | $355K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -36.1% | 7,301 | $341K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +3.4% | 7,091 | $331K |
| Capital Analysts, LLC | 0.01% | Add +11.9% | 6,637 | $310K |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 5,924 | $276K |
| Wayfinding Financial, LLC | 0.12% | Reduce -62.2% | 5,884 | $273K |
| CGN Advisors LLC | 0.02% | Add +0.2% | 5,784 | $270K |
| Vawter Financial, Ltd. | 3.01% | Reduce -92.7% | 5,717 | $267K |
| Advisory Services Network, LLC | 0.00% | Add +14.6% | 5,535 | $258K |
| Ascent Group, LLC | 0.01% | Reduce -11.6% | 5,475 | $255K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $255K |
| Fort Point Capital Partners LLC | 0.03% | New | 5,392 | $251K |
| Truist Financial Corp. | 0.00% | Reduce -19.4% | 4,982 | $232K |
| ORG Partners LLC | 0.05% | New | 4,995 | $232K |
| IFP Advisors, Inc | 0.01% | Add +18.9% | 4,678 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,668 | $218K |
| Global Retirement Partners, LLC | 0.01% | — | 4,528 | $211K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 4,517 | $211K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,601 | $168K |
| Sound Income Strategies, LLC | 0.01% | Add +0.0% | 3,594 | $168K |
| Private Trust Co. NA | 0.01% | Reduce -50.4% | 1,949 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +147.3% | 1,417 | $66K |
| Richardson Financial Services Inc. | 0.04% | Reduce -37.5% | 1,339 | $62K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,334 | $62K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -44.0% | 1,020 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -45.6% | 863 | $40K |
| NFSG Corp | 0.01% | No change | 760 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Add +38.1% | 725 | $34K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -7.7% | 621 | $29K |
| LGT Financial Advisors LLC | 0.07% | Reduce -32.7% | 612 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 553 | $26K |
| FMR LLC | 0.00% | Add +706.5% | 500 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 398 | $19K |
| Missouri Trust & Investment Co | 0.01% | Reduce -6.3% | 375 | $17K |
| Total Investment Management Inc. | 0.00% | New | 357 | $17K |
| Rossby Financial, LCC | 0.01% | No change | 322 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 301 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 251 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 212 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 196 | $9K |
| McIlrath & Eck, LLC | 0.00% | Add +2.0% | 154 | $7K |
| Comerica Bank | 0.00% | Reduce -74.5% | 92 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 85 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 65 | $3K |
| Larson Financial Group LLC | 0.00% | Add +2.6% | 39 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 32 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $140 |
| NewSquare Capital LLC | 0.00% | No change | 3 | $140 |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.