JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q3 2025 (September 30)96holders −1
11new positions
9sold out
1famous investor
$47.00avg. 13F price*
At the end of Q3 2025, 96 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, down 1 from Q2 2025. 11 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($107.6M), LPL Financial LLC ($47.5M) and Bank of America Corp. ($45.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 9 | $7.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,140,089 shares bought and 715,612 shares sold, net +424,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| JPMorgan Chase & Co. | 0.01% | Add +9.6% | 2,290,150 | $107.6M |
| LPL Financial LLC | 0.01% | Add +0.5% | 1,010,708 | $47.5M |
| Bank of America Corp. | 0.00% | Add +9.7% | 973,990 | $45.8M |
| Morgan Stanley | 0.00% | Add +43.4% | 623,300 | $29.3M |
| HighTower Advisors, LLC | 0.03% | Add +2.1% | 470,515 | $22.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +12.1% | 410,340 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.0% | 377,766 | $17.8M |
| BlackRock, Inc. | 0.00% | Reduce -23.4% | 354,531 | $16.7M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Reduce -45.3% | 295,973 | $13.9M |
| Ocean Park Asset Management, LLC | 0.51% | Add +109.2% | 265,700 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.6% | 189,763 | $8.9M |
| Assetmark, Inc. | 0.01% | Add +3.1% | 144,916 | $6.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.62% | Add +9.0% | 112,704 | $5.3M |
| Windsor Capital Management, LLC | 1.46% | Reduce -2.1% | 112,544 | $5.3M |
| Vawter Financial, Ltd. | 2.19% | Add +1693.7% | 102,547 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +21.4% | 100,737 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +565.9% | 99,737 | $4.7M |
| Mission Wealth Management, LP | 0.09% | Add +2.3% | 96,385 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +16.1% | 86,453 | $4.1M |
| Empowered Funds, LLC | 0.04% | Add +35.4% | 84,804 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +18.8% | 62,641 | $2.9M |
| Albion Financial Group | 0.15% | Add +2.5% | 52,469 | $2.5M |
| Investment Partners Asset Management, Inc. | 1.41% | Reduce -1.5% | 45,500 | $2.1M |
| Menard Financial Group LLC | 1.34% | Reduce -0.4% | 42,340 | $2.0M |
| Royal Fund Management, LLC | 0.24% | Reduce -59.8% | 41,580 | $2.0M |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 35,288 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +23.5% | 32,043 | $1.5M |
| Portfolio Strategies, Inc. | 0.17% | New | 31,527 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -0.6% | 30,213 | $1.4M |
| 5T Wealth, LLC | 0.57% | Add +43.5% | 27,745 | $1.3M |
| Simmons Bank | 0.09% | Reduce -12.3% | 27,150 | $1.3M |
| MN Wealth Advisors, LLC | 0.67% | Add +5.0% | 26,740 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +5.0% | 24,025 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +143.7% | 23,773 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +21.3% | 22,372 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.6% | 18,434 | $866K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | New | 15,402 | $724K |
| Citadel Advisors | 0.00% | Reduce -86.1% | 15,093 | $709K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -70.6% | 13,139 | $618K |
| Cwm, LLC | 0.00% | Add +26.5% | 12,206 | $574K |
| Ascent Group, LLC | 0.02% | Add +120.0% | 12,046 | $566K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.5% | 11,981 | $563K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.1% | 11,697 | $550K |
| TBH Global Asset Management, LLC | 0.10% | New | 10,623 | $499K |
| Midwestern Financial, LLC | 0.43% | Add +1.4% | 10,555 | $496K |
| MAI Capital Management | 0.00% | Reduce -1.0% | 10,322 | $485K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +15.6% | 9,536 | $448K |
| Lockerman Financial Group, Inc. | 0.48% | Add +1.9% | 8,039 | $378K |
| Composition Wealth, LLC | 0.01% | New | 7,290 | $343K |
| Capital Analysts, LLC | 0.01% | Reduce -0.3% | 6,614 | $311K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -7.9% | 6,531 | $307K |
| ORG Partners LLC | 0.06% | Add +28.5% | 6,417 | $302K |
| Fifth Third Securities, Inc. | 0.02% | New | 6,260 | $294K |
| Wayfinding Financial, LLC | 0.13% | Add +6.3% | 6,253 | $293K |
| von Borstel & Associates, Inc. | 0.04% | New | 6,278 | $292K |
| CGN Advisors LLC | 0.02% | Add +0.2% | 5,795 | $272K |
| Royal Bank of Canada | 0.00% | Reduce -6.2% | 5,558 | $261K |
| IFP Advisors, Inc | 0.01% | Add +17.4% | 5,493 | $258K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $255K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.1% | 5,323 | $250K |
| Truist Financial Corp. | 0.00% | Add +3.4% | 5,151 | $242K |
| Global Retirement Partners, LLC | 0.01% | Add +13.7% | 5,148 | $242K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +11.5% | 5,037 | $237K |
| Advisory Services Network, LLC | 0.00% | Reduce -13.3% | 4,796 | $225K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,601 | $169K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,463 | $163K |
| GeoWealth Management, LLC | 0.01% | New | 3,061 | $144K |
| Private Trust Co. NA | 0.01% | Add +2.5% | 1,997 | $94K |
| Geneos Wealth Management Inc. | 0.00% | Add +172.1% | 1,973 | $93K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1,722 | $81K |
| SBI Securities Co., Ltd. | 0.00% | Add +2156.9% | 1,467 | $69K |
| Richardson Financial Services Inc. | 0.04% | Add +8.2% | 1,449 | $68K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,417 | $67K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +33.9% | 1,366 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.9% | 1,061 | $50K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 957 | $45K |
| Tripletail Wealth Management, LLC | 0.04% | New | 775 | $36K |
| NFSG Corp | 0.01% | No change | 760 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +11.3% | 691 | $32K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 555 | $26K |
| FMR LLC | 0.00% | Reduce -5.2% | 474 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 398 | $19K |
| LGT Financial Advisors LLC | 0.04% | Reduce -36.6% | 388 | $18K |
| Missouri Trust & Investment Co | 0.01% | No change | 375 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 322 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +1.6% | 255 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 196 | $9K |
| McIlrath & Eck, LLC | 0.00% | Add +1.3% | 156 | $7K |
| AE Wealth Management LLC | 0.00% | New | 100 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -97.4% | 95 | $4K |
| Comerica Bank | 0.00% | No change | 92 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -56.6% | 92 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 85 | $4K |
| Larson Financial Group LLC | 0.00% | Add +2.6% | 40 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 32 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +33.3% | 4 | $188 |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.