JPMorgan Betabuilders Usd HiBBHYETF
13F holders, Q1 2026 (March 31)113holders +1
13new positions
9sold out
$45.73avg. 13F price*
At the end of Q1 2026, 113 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, up 1 from Q4 2025. 13 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($101.4M), Envestnet Asset Management Inc. ($64.7M) and LPL Financial LLC ($41.9M).
- Company
- JPMorgan Betabuilders Usd Hi
- CUSIP
- 46641Q878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.9M |
| Exits | 9 | $4.5M |
All 13F filers, Q4 2025 → Q1 2026: 397,674 shares bought and 1,470,393 shares sold, net −1,072,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| JPMorgan Chase & Co. | 0.01% | Add +4.0% | 2,234,333 | $101.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.7% | 1,411,791 | $64.7M |
| LPL Financial LLC | 0.01% | Reduce -14.4% | 914,644 | $41.9M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 616,506 | $28.3M |
| Bernicke Wealth Management, Ltd. | 3.65% | Add +1.8% | 615,732 | $28.2M |
| HighTower Advisors, LLC | 0.02% | Add +3.2% | 501,607 | $23.0M |
| Bank of America Corp. | 0.00% | Reduce -55.4% | 441,681 | $20.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -32.4% | 310,530 | $14.2M |
| Ocean Park Asset Management, LLC | 0.70% | No change | 265,700 | $12.2M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -43.3% | 186,329 | $8.5M |
| BlackRock, Inc. | 0.00% | Reduce -39.5% | 169,763 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -17.9% | 134,871 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -27.4% | 124,839 | $5.7M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -3.9% | 121,225 | $5.6M |
| Vawter Financial, Ltd. | 2.33% | Add +7.7% | 120,932 | $5.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.56% | Add +0.3% | 118,778 | $5.4M |
| Royal Fund Management, LLC | 0.49% | Reduce -1.3% | 111,316 | $5.1M |
| Empowered Funds, LLC | 0.03% | Add +12.8% | 111,162 | $5.1M |
| Windsor Capital Management, LLC | 1.48% | Reduce -0.2% | 108,184 | $5.0M |
| Mission Wealth Management, LP | 0.09% | Reduce -1.4% | 95,748 | $4.4M |
| Assetmark, Inc. | 0.01% | Reduce -34.8% | 94,378 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.3% | 82,240 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 74,729 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -27.5% | 70,015 | $3.2M |
| Summit Financial, LLC | 0.04% | New | 64,181 | $2.9M |
| Principal Securities, Inc. | 0.03% | Add +72.0% | 49,045 | $2.2M |
| Albion Financial Group | 0.14% | Add +4.4% | 48,815 | $2.2M |
| Investment Partners Asset Management, Inc. | 1.32% | Add +1.4% | 46,724 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 43,860 | $2.0M |
| Menard Financial Group LLC | 1.33% | Add +1.4% | 41,462 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Add +1.8% | 36,409 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -10.6% | 33,638 | $1.5M |
| Portfolio Strategies, Inc. | 0.18% | No change | 32,239 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +2.1% | 29,219 | $1.3M |
| Sigma Planning Corp | 0.03% | Add +1.6% | 24,292 | $1.1M |
| Nolet Wealth Management, LLC | 0.61% | No change | 23,506 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -40.5% | 22,965 | $1.1M |
| 5T Wealth, LLC | 0.41% | Reduce -31.1% | 22,502 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +18.0% | 20,506 | $940K |
| Simmons Bank | 0.05% | Reduce -24.3% | 17,529 | $803K |
| Lido Advisors, LLC | 0.00% | Reduce -29.8% | 16,870 | $773K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +43.1% | 16,651 | $763K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.5% | 16,544 | $755K |
| MN Wealth Advisors, LLC | 0.36% | Reduce -42.8% | 16,151 | $740K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +23.6% | 13,211 | $605K |
| Independent Wealth Network Inc. | 0.18% | New | 12,921 | $592K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -24.5% | 12,746 | $584K |
| Cwm, LLC | 0.00% | Reduce -8.3% | 12,006 | $550K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 11,844 | $543K |
| Legacy Edge Advisors, LLC | 0.06% | New | 11,543 | $529K |
| Hopwood Nicholas Hunter | 0.17% | Reduce -3.8% | 11,397 | $522K |
| Midwestern Financial, LLC | 0.39% | Add +1.4% | 10,859 | $498K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 10,002 | $458K |
| Capital Analysts, LLC | 0.01% | Add +36.5% | 9,583 | $439K |
| Fifth Third Securities, Inc. | 0.03% | Add +17.6% | 9,100 | $417K |
| Ascent Group, LLC | 0.01% | Reduce -27.3% | 8,967 | $411K |
| TBH Global Asset Management, LLC | 0.08% | New | 8,727 | $400K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -7.9% | 8,298 | $380K |
| Advisory Services Network, LLC | 0.00% | Add +14.4% | 7,544 | $346K |
| Composition Wealth, LLC | 0.00% | No change | 7,222 | $331K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +1.2% | 6,684 | $306K |
| Ascentis Independent Advisors | 0.02% | New | 6,555 | $300K |
| IFP Advisors, Inc | 0.01% | Reduce -9.0% | 6,382 | $292K |
| Truist Financial Corp. | 0.00% | Add +5.2% | 6,297 | $289K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -47.6% | 6,234 | $286K |
| Lockerman Financial Group, Inc. | 0.50% | Reduce -23.7% | 6,098 | $279K |
| Sepio Capital, LP | 0.01% | No change | 6,000 | $275K |
| WNY Asset Management, LLC | 0.03% | — | 5,429 | $249K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.1% | 5,366 | $245K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +143.8% | 5,241 | $240K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -3.7% | 5,100 | $234K |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 4,819 | $221K |
| CGN Advisors LLC | 0.02% | Reduce -16.6% | 4,736 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 4,458 | $204K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 3,416 | $157K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,973 | $90K |
| Private Trust Co. NA | 0.01% | Reduce -22.4% | 1,549 | $71K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,423 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,417 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.0% | 1,320 | $60K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.1% | 1,030 | $47K |
| Richardson Financial Services Inc. | 0.03% | Reduce -41.7% | 909 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -37.8% | 867 | $40K |
| NFSG Corp | 0.01% | No change | 760 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.1% | 709 | $32K |
| UBS Group AG | 0.00% | New | 622 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -44.5% | 621 | $28K |
| Harbour Investments, Inc. | 0.00% | Add +113.1% | 554 | $25K |
| Vision Retirement, LLC | 0.01% | Reduce -6.8% | 425 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 398 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -47.4% | 377 | $17K |
| Missouri Trust & Investment Co | 0.01% | No change | 375 | $17K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +115.7% | 343 | $16K |
| Wells Fargo & Company | 0.00% | Add +648.6% | 262 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -74.6% | 246 | $11K |
| LGT Financial Advisors LLC | 0.06% | Reduce -36.0% | 242 | $11K |
| Cornerstone Planning Group LLC | 0.00% | New | 187 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 186 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 181 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -29.6% | 124 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -41.5% | 100 | $5K |
| Triumph Capital Management | 0.00% | Reduce -4.8% | 99 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 92 | $4K |
| Fifth Third Bancorp | 0.00% | New | 76 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 42 | $2K |
| Larson Financial Group LLC | 0.00% | Add +2.5% | 41 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 41 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 30 | $1K |
| Spire Wealth Management | 0.00% | Add +18.2% | 13 | $596 |
| FMR LLC | 0.00% | Reduce -88.5% | 12 | $528 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 5 | $229 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -50.0% | 2 | $92 |
"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.