JPM Beta US TR 1-3 YR ETFBBSBETF

13F holders, Q2 2026 (June 30)
9holders +2
3new positions
1sold out
1famous investor
$98.30avg. 13F price*

At the end of Q2 2026, 9 institutions reported holding JPM Beta US TR 1-3 YR ETF (BBSB) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were Cabot Wealth Management Inc. ($13.0M), Royal Bank of Canada ($4.1M) and Citadel Advisors ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPM Beta US TR 1-3 YR ETF
Filed as
J P MORGAN EXCHANGE TRADED F (Q2 2026)
CUSIP
46654Q856
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 2Q4 2024Q1 2025: 5Q1 2025Q2 2025: 6Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 7Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$14.9M
Exits1$348K

All 13F filers, Q1 2026 → Q2 2026: 177,919 shares bought and 7,229 shares sold, net +170,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Cabot Wealth Management Inc. 1.32% New 132,092 $13.0M
Royal Bank of Canada 0.00% Add +183.1% 41,336 $4.1M
Citadel Advisors 0.00% New 11,225 $1.1M
Tower Research Capital LLC (TRC) 0.02% New 7,870 $774K
Allworth Financial LP 0.00% No change 5,024 $494K
Jane Street Group, LLC 0.00% Reduce -50.5% 3,555 $349K
Osaic Holdings, Inc. 0.00% No change 1,382 $136K
UBS Group AG 0.00% Reduce -49.4% 85 $8K
Morgan Stanley 0.00% No change 1 $98

"% of holder's portfolio" is BBSB's weight in each manager's 13F, not the share of JPM Beta US TR 1-3 YR ETF the manager owns.