JPMorgan Betabuilders Usd HiBBHYETF

13F holders, Q2 2026 (June 30)
111holders −2
6new positions
9sold out
$46.09avg. 13F price*

At the end of Q2 2026, 111 institutions reported holding JPMorgan Betabuilders Usd Hi (BBHY) in their 13F filings, down 2 from Q1 2026. 6 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($95.7M), Envestnet Asset Management Inc. ($70.2M) and LPL Financial LLC ($43.8M).

Company
JPMorgan Betabuilders Usd Hi
CUSIP
46641Q878
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 101Q1 2024Q2 2024: 103Q2 2024Q3 2024: 99Q3 2024Q4 2024: 105Q4 2024Q1 2025: 99Q1 2025Q2 2025: 97Q2 2025Q3 2025: 96Q3 2025Q4 2025: 112Q4 2025Q1 2026: 113Q1 2026Q2 2026: 111Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$1.3M
Exits9$7.4M

All 13F filers, Q1 2026 → Q2 2026: 497,252 shares bought and 528,847 shares sold, net −31,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 111 holders

JPMorgan Chase & Co. 0.01% Reduce -7.1% 2,075,605 $95.7M
Envestnet Asset Management Inc. 0.02% Add +7.9% 1,522,723 $70.2M
LPL Financial LLC 0.01% Add +3.9% 950,580 $43.8M
Bernicke Wealth Management, Ltd. 3.45% Add +4.6% 644,153 $29.7M
Morgan Stanley 0.00% Reduce -2.3% 602,055 $27.8M
Bank of America Corp. 0.00% Add +10.3% 486,981 $22.4M
HighTower Advisors, LLC 0.02% Reduce -19.7% 402,794 $18.6M
Janney Montgomery Scott LLC 0.03% Add +10.8% 344,224 $15.9M
Ocean Park Asset Management, LLC 0.59% No change 265,700 $12.2M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -0.0% 186,314 $8.6M
Vawter Financial, Ltd. 2.36% Add +12.3% 135,858 $6.3M
Empowered Funds, LLC 0.03% Add +22.3% 135,992 $6.2M
WCG Wealth Advisors LLC 0.15% Add +9.9% 133,282 $6.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.0% 129,768 $6.0M
Pinnacle Wealth Planning Services, Inc. 0.56% Add +6.7% 126,774 $5.8M
Mission Wealth Management, LP 0.07% Add +26.2% 120,802 $5.6M
Highland Investment Advisors LLC 2.40% — 119,600 $5.5M
Royal Fund Management, LLC 0.45% Add +4.5% 116,306 $5.4M
Windsor Capital Management, LLC 1.27% Reduce -2.1% 105,925 $4.9M
BlackRock, Inc. 0.00% Reduce -38.1% 105,010 $4.8M
Osaic Holdings, Inc. 0.01% Add +16.6% 95,936 $4.4M
Assetmark, Inc. 0.01% Reduce -3.3% 91,277 $4.2M
Cetera Investment Advisers 0.00% Add +11.4% 78,028 $3.6M
Raymond James Financial Inc. 0.00% Reduce -2.0% 73,232 $3.4M
Summit Financial, LLC 0.03% Reduce -3.3% 62,060 $2.9M
Principal Securities, Inc. 0.03% Add +11.2% 54,541 $2.5M
Albion Financial Group 0.14% Add +8.1% 52,785 $2.4M
CreativeOne Wealth, LLC 0.05% Add +52.0% 51,130 $2.4M
Investment Partners Asset Management, Inc. 1.24% Add +2.9% 48,060 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 43,860 $2.0M
Park Avenue Securities LLC 0.01% Add +1.7% 37,026 $1.7M
Fifth Third Securities, Inc. 0.10% Add +301.5% 36,533 $1.7M
Menard Financial Group LLC 0.91% Reduce -12.9% 36,093 $1.7M
Portfolio Strategies, Inc. 0.15% No change 32,239 $1.5M
MML Investors Services, LLC 0.00% Add +29.3% 29,684 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +30.6% 26,774 $1.2M
Sigma Planning Corp 0.03% Add +4.2% 25,319 $1.2M
Nolet Wealth Management, LLC 0.60% No change 23,506 $1.1M
5T Wealth, LLC 0.38% Reduce -0.9% 22,298 $1.0M
Cerity Partners LLC 0.00% Reduce -29.3% 20,665 $953K
Simmons Bank 0.05% Add +1.4% 17,779 $820K
Thrivent Financial for Lutherans 0.00% Add +7.1% 17,724 $817K
MN Wealth Advisors, LLC 0.34% Add +6.1% 17,142 $790K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.5% 16,569 $764K
Farther Finance Advisors, LLC 0.01% Add +201.1% 16,158 $745K
Lido Advisors, LLC 0.00% Reduce -6.1% 15,845 $730K
Great Valley Advisor Group, Inc. 0.01% Add +9.8% 14,504 $669K
Legacy Edge Advisors, LLC 0.06% Add +24.0% 14,316 $660K
Kestra Advisory Services, LLC 0.00% New 13,672 $630K
Independent Wealth Network Inc. 0.15% Add +1.8% 13,154 $606K
Capital Analysts, LLC 0.01% Add +26.3% 12,104 $558K
Midwestern Financial, LLC 0.36% Add +1.4% 11,015 $508K
Mercer Global Advisors Inc. 0.00% Reduce -7.9% 10,912 $503K
Ascent Group, LLC 0.01% Add +15.2% 10,327 $476K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% Add +22.8% 10,193 $462K
MAI Capital Management 0.00% Reduce -3.3% 9,673 $446K
TBH Global Asset Management, LLC 0.07% Add +0.5% 8,773 $404K
Advisory Services Network, LLC 0.00% Add +10.6% 8,345 $385K
Hopwood Nicholas Hunter 0.10% Reduce -30.7% 7,897 $364K
IFP Advisors, Inc 0.01% Add +13.8% 7,263 $335K
Composition Wealth, LLC 0.00% Reduce -1.5% 7,114 $328K
Truist Financial Corp. 0.00% Add +8.0% 6,798 $313K
Acorn Wealth Advisors, LLC 0.08% Add +0.6% 6,722 $310K
Bank of New York Mellon Corp 0.00% New 6,571 $303K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.4% 6,085 $280K
Lockerman Financial Group, Inc. 0.43% Reduce -0.9% 6,040 $278K
Keating Financial Advisory Services, Inc. 0.03% Add +3.4% 5,421 $250K
WNY Asset Management, LLC 0.02% Reduce -0.5% 5,402 $249K
Acorn Financial Advisory Services Inc. 0.03% Reduce -0.8% 5,057 $233K
Commonwealth Equity Services, LLC 0.00% Add +13.4% 5,054 $233K
Daymark Wealth Partners, LLC 0.01% New 4,912 $226K
Royal Bank of Canada 0.00% Add +0.9% 4,862 $224K
Cape Cod Five Cents Savings Bank 0.02% — 4,844 $223K
Global Retirement Partners, LLC 0.00% — 4,573 $211K
CGN Advisors LLC 0.02% Reduce -3.9% 4,552 $210K
Rosenberg Matthew Hamilton 0.03% No change 3,416 $157K
Geneos Wealth Management Inc. 0.00% Reduce -8.8% 1,800 $83K
Private Trust Co. NA 0.01% Reduce -1.4% 1,528 $70K
Security National Bank of Sioux City Iowa 0.03% New 1,493 $69K
AdvisorNet Financial, Inc 0.00% Add +9.6% 1,446 $67K
Glassman Wealth Services 0.01% New 1,422 $66K
Steward Partners Investment Advisory, LLC 0.00% No change 1,417 $65K
Richardson Financial Services Inc. 0.02% Reduce -1.8% 893 $41K
Capital Investment Advisory Services, LLC 0.00% Add +2.2% 886 $41K
UBS Group AG 0.00% Add +37.8% 857 $40K
Rockefeller Capital Management L.P. 0.00% Reduce -16.9% 856 $39K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.7% 813 $37K
NFSG Corp 0.00% No change 760 $35K
Whittier Trust Co. of Nevada Inc. 0.00% No change 621 $29K
Harbour Investments, Inc. 0.00% Add +0.9% 559 $26K
SBI Securities Co., Ltd. 0.00% Add +26.0% 475 $22K
Wells Fargo & Company 0.00% Add +72.5% 452 $21K
Vision Retirement, LLC 0.00% No change 425 $20K
N.E.W. Advisory Services LLC 0.00% No change 398 $18K
FMR LLC 0.00% Add +2966.7% 368 $17K
Cordgrass Capital Advisors, LLC 0.01% Add +0.3% 344 $16K
Continuum Advisory, LLC 0.00% New 341 $16K
LGT Financial Advisors LLC 0.06% Add +3.3% 250 $12K
Transamerica Financial Advisors, LLC 0.00% Add +0.4% 247 $11K
Ashton Thomas Private Wealth, LLC 0.00% Add +5.9% 197 $9K
Cornerstone Planning Group LLC 0.00% Add +5.9% 198 $9K
NewEdge Advisors, LLC 0.00% Add +1.1% 183 $8K
Rossby Financial, LCC 0.00% No change 124 $6K
Triumph Capital Management 0.00% Add +9.1% 108 $5K
Fifth Third Bancorp 0.00% No change 76 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 42 $2K
Larson Financial Group LLC 0.00% Add +2.4% 42 $2K
Harbor Investment Advisory, LLC 0.00% No change 30 $1K
Spire Wealth Management 0.00% Add +15.4% 15 $691
Allspring Global Investments Holdings, LLC 0.00% No change 5 $230
Halbert Hargrove Global Advisors, LLC 0.00% No change 2 $93

"% of holder's portfolio" is BBHY's weight in each manager's 13F, not the share of JPMorgan Betabuilders Usd Hi the manager owns.