JPM Beta US TR 3-10 YR ETFBBIBETF

13F holders, Q4 2024 (December 31)
9holders +4
4new positions
1sold out
1famous investor
$96.33avg. 13F price*

At the end of Q4 2024, 9 institutions reported holding JPM Beta US TR 3-10 YR ETF (BBIB) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Kelly Financial Group LLC ($11.7M), JPMorgan Chase & Co. ($11.5M) and Jane Street Group, LLC ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPM Beta US TR 3-10 YR ETF
Filed as
J P MORGAN EXCHANGE TRADED F (Q4 2024)
CUSIP
46654Q849
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 1Q1 2024Q2 2024: 3Q2 2024Q3 2024: 5Q3 2024Q4 2024: 9Q4 2024Q1 2025: 9Q1 2025Q2 2025: 8Q2 2025Q3 2025: 8Q3 2025Q4 2025: 7Q4 2025Q1 2026: 11Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$3.9M
Exits1$478K

All 13F filers, Q3 2024 → Q4 2024: 150,275 shares bought and 27,395 shares sold, net +122,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Kelly Financial Group LLC 4.16% — 121,102 $11.7M
JPMorgan Chase & Co. 0.00% Add +1064.9% 119,686 $11.5M
Jane Street Group, LLC 0.00% New 14,981 $1.4M
Susquehanna International Group, LLP 0.00% New 14,407 $1.4M
Hobbs Group Advisors, LLC 0.41% New 11,398 $1.1M
Citadel Advisors 0.00% Reduce -20.6% 7,782 $749K
Atria Wealth Solutions, Inc. 0.00% Reduce -87.5% 2,937 $283K
Osaic Holdings, Inc. 0.00% No change 409 $39K
UBS Group AG 0.00% New 77 $7K

"% of holder's portfolio" is BBIB's weight in each manager's 13F, not the share of JPM Beta US TR 3-10 YR ETF the manager owns.