JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q4 2025 (December 31)112holders +16
15new positions
6sold out
1famous investor
$46.50avg. 13F price*
At the end of Q4 2025, 112 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, up 16 from Q3 2025. 15 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($99.9M), Envestnet Asset Management Inc. ($62.7M) and LPL Financial LLC ($49.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $19.5M |
| Exits | 6 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,740,247 shares bought and 390,913 shares sold, net +1,349,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -6.2% | 2,149,242 | $99.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +257.1% | 1,348,981 | $62.7M |
| LPL Financial LLC | 0.01% | Add +5.7% | 1,068,484 | $49.7M |
| Bank of America Corp. | 0.00% | Add +1.6% | 989,498 | $46.0M |
| Morgan Stanley | 0.00% | Add +3.1% | 642,888 | $29.9M |
| Bernicke Wealth Management, Ltd. | 3.61% | — | 604,583 | $28.1M |
| HighTower Advisors, LLC | 0.02% | Add +3.3% | 486,077 | $22.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +11.9% | 459,172 | $21.4M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +11.1% | 328,707 | $15.3M |
| BlackRock, Inc. | 0.00% | Reduce -20.8% | 280,701 | $13.1M |
| Ocean Park Asset Management, LLC | 0.58% | No change | 265,700 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -9.4% | 171,986 | $8.0M |
| Jane Street Group, LLC | 0.01% | New | 164,320 | $7.6M |
| Assetmark, Inc. | 0.01% | Reduce -0.1% | 144,794 | $6.7M |
| WCG Wealth Advisors LLC | 0.16% | New | 126,113 | $5.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.57% | Add +5.1% | 118,408 | $5.5M |
| Royal Fund Management, LLC | 0.48% | Add +171.3% | 112,796 | $5.2M |
| Vawter Financial, Ltd. | 2.21% | Add +9.5% | 112,335 | $5.2M |
| Windsor Capital Management, LLC | 1.48% | Reduce -3.7% | 108,381 | $5.0M |
| Empowered Funds, LLC | 0.08% | Add +16.2% | 98,556 | $4.6M |
| Mission Wealth Management, LP | 0.09% | Add +0.7% | 97,086 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +11.7% | 96,543 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.3% | 83,325 | $3.9M |
| Old Mission Capital LLC | 0.13% | New | 71,322 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +10.3% | 69,107 | $3.2M |
| Albion Financial Group | 0.14% | Reduce -10.9% | 46,740 | $2.2M |
| Investment Partners Asset Management, Inc. | 1.33% | Add +1.2% | 46,056 | $2.1M |
| Menard Financial Group LLC | 1.31% | Reduce -3.4% | 40,910 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 38,580 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Add +24.5% | 37,616 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +11.6% | 35,750 | $1.7M |
| 5T Wealth, LLC | 0.61% | Add +17.7% | 32,655 | $1.5M |
| Portfolio Strategies, Inc. | 0.17% | Add +2.3% | 32,239 | $1.5M |
| Cerity Partners LLC | 0.00% | New | 28,623 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +20.0% | 28,520 | $1.3M |
| MN Wealth Advisors, LLC | 0.66% | Add +5.6% | 28,235 | $1.3M |
| Lido Advisors, LLC | 0.00% | No change | 24,025 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +6.9% | 23,910 | $1.1M |
| Nolet Wealth Management, LLC | 0.61% | — | 23,506 | $1.1M |
| Simmons Bank | 0.07% | Reduce -14.8% | 23,144 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 17,512 | $820K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.8% | 17,372 | $808K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +9.6% | 16,883 | $785K |
| Citadel Advisors | 0.00% | Add +5.2% | 15,873 | $738K |
| Cwm, LLC | 0.00% | Add +7.3% | 13,091 | $609K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 12,503 | $581K |
| Ascent Group, LLC | 0.02% | Add +2.5% | 12,341 | $574K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.7% | 11,901 | $553K |
| Hopwood Nicholas Hunter | 0.18% | — | 11,850 | $551K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.5% | 11,635 | $541K |
| Midwestern Financial, LLC | 0.41% | Add +1.4% | 10,706 | $498K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +12.1% | 10,685 | $497K |
| MAI Capital Management | 0.00% | Reduce -1.0% | 10,222 | $475K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 9,009 | $419K |
| Lockerman Financial Group, Inc. | 0.71% | Reduce -0.6% | 7,989 | $371K |
| Fifth Third Securities, Inc. | 0.02% | Add +23.6% | 7,737 | $360K |
| Composition Wealth, LLC | 0.00% | Reduce -0.9% | 7,222 | $336K |
| ORG Partners LLC | 0.06% | Add +11.1% | 7,127 | $331K |
| IFP Advisors, Inc | 0.01% | Add +27.7% | 7,016 | $326K |
| Capital Analysts, LLC | 0.01% | Add +6.1% | 7,020 | $326K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +1.1% | 6,604 | $307K |
| Advisory Services Network, LLC | 0.00% | Add +37.5% | 6,593 | $307K |
| Wayfinding Financial, LLC | 0.13% | Add +2.3% | 6,399 | $299K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.4% | 6,039 | $281K |
| Sepio Capital, LP | 0.02% | New | 6,000 | $279K |
| Truist Financial Corp. | 0.00% | Add +16.3% | 5,988 | $278K |
| CGN Advisors LLC | 0.02% | Reduce -2.0% | 5,676 | $264K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 5,387 | $255K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +5.1% | 5,296 | $246K |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 5,280 | $246K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 5,199 | $242K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,513 | $210K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -5.1% | 3,416 | $159K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.8% | 2,975 | $138K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,150 | $100K |
| Private Trust Co. NA | 0.01% | No change | 1,997 | $93K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,973 | $92K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -52.7% | 1,638 | $76K |
| Richardson Financial Services Inc. | 0.02% | Add +7.7% | 1,560 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,417 | $66K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2.0% | 1,394 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.8% | 1,282 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +61.8% | 1,118 | $52K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1.0% | 967 | $45K |
| NFSG Corp | 0.01% | No change | 760 | $35K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -51.1% | 717 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +163.8% | 517 | $24K |
| Vision Retirement, LLC | 0.01% | — | 456 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 398 | $19K |
| LGT Financial Advisors LLC | 0.11% | Reduce -2.6% | 378 | $18K |
| Missouri Trust & Investment Co | 0.01% | No change | 375 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 260 | $12K |
| NewEdge Advisors, LLC | 0.00% | Reduce -67.8% | 179 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -45.3% | 176 | $8K |
| AE Wealth Management LLC | 0.00% | Add +71.0% | 171 | $8K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 159 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 135 | $6K |
| Triumph Capital Management | 0.00% | New | 104 | $5K |
| FMR LLC | 0.00% | Reduce -78.1% | 104 | $5K |
| Comerica Bank | 0.00% | Add +4.3% | 96 | $4K |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.