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JPMorgan Betabuilders USD HI (BBHY)

CUSIP: 46641Q878 | NYSE | 304 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ocean Park Asset Management, LLC265,700
0.7% of portfolio›$11.8M
Cambridge Investment Research Advisors, Inc.168,260
0.0% of portfolio›$7.5K
Assetmark, Inc151,606
0.0% of portfolio›$6.7M
Pinnacle Wealth Planning Services, Inc.131,333
0.6% of portfolio›$5.8M
Royal Fund Management, LLC120,767
0.4% of portfolio›$5.4M
Windsor Capital Management, LLC104,899
1.2% of portfolio›$4.7M
Mission Wealth Management, LP103,877
0.1% of portfolio›$4.6M
Albion Financial Group54,860
0.1% of portfolio›$2.4M
Fifth Third Securities, Inc.52,772
0.1% of portfolio›$2.3M
Investment Partners Asset Management, Inc.48,981
1.2% of portfolio›$2.2M
MN Wealth Advisors, LLC33,545
0.6% of portfolio›$1.5M
Park Avenue Securities LLC33,354
0.0% of portfolio›$1.5K
Sigma Planning Corp26,584
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC23,402
0.0% of portfolio›$1.0M
Nolet Wealth Management, LLC22,500
0.6% of portfolio›$998.3K
Farther Finance Advisors, LLC21,772
0.0% of portfolio›$966.0K
MLG Wealth Management DBA Pine Grove Financial Group17,356
0.1% of portfolio›$770.1K
Lido Advisors, LLC16,367
0.0% of portfolio›$726.2K
Dynamic Advisor Solutions LLC15,776
0.0% of portfolio›$700.0K
Ascent Group, LLC15,490
0.0% of portfolio›$687.3K
Independent Wealth Network Inc.13,599
0.2% of portfolio›$603.4K
IFP Advisors, Inc9,536
0.0% of portfolio›$423.1K
Commonwealth Equity Services, LLC9,008
0.0% of portfolio›$399.7K
Lockerman Financial Group, Inc.7,950
0.5% of portfolio›$352.7K
Truist Financial Corp7,549
0.0% of portfolio›$334.9K
M Holdings Securities, Inc.6,760
0.1% of portfolio›$299.0K
Acorn Wealth Advisors, LLC6,335
0.1% of portfolio›$281.1K
MassMutual Private Wealth & Trust, FSB5,358
0.0% of portfolio›$237.7K
Acorn Financial Advisory Services Inc4,798
0.0% of portfolio›$212.9K
Unique Wealth, LLC4,547
0.0% of portfolio›$201.8K
Ascentis Independent Advisors4,198
0.0% of portfolio›$186.3K
Rosenberg Matthew Hamilton3,416
0.0% of portfolio›$151.6K
Richardson Financial Services Inc.1,826
0.0% of portfolio›$81.0K
SBI Securities Co., Ltd.1,201
0.0% of portfolio›$53.3K
Private Trust Co NA1,085
0.0% of portfolio›$48.1K
Nfsg Corp760
0.0% of portfolio›$33.7K
Capital Investment Advisory Services, LLC760
0.0% of portfolio›$33.8K
Cordgrass Capital Advisors, LLC332
0.0% of portfolio›$14.7K
Ashton Thomas Private Wealth, LLC252
0.0% of portfolio›$11.2K
Harbor Investment Advisory, LLC180
0.0% of portfolio›$8.0K
Horizon Financial Services, LLC120
0.0% of portfolio›$5.3K
Triumph Capital Management108
0.0% of portfolio›$4.8K
Latitude Advisors, LLC61
0.0% of portfolio›$2.7K
Nova Financial LLC21
0.0% of portfolio›$932
Spire Wealth Management16
0.0% of portfolio›$710
Halbert Hargrove Global Advisors, LLC5
0.0% of portfolio›$222
Allspring Global Investments Holdings, LLC5
0.0% of portfolio›$221
StyleTurnoverLocationFiled
Ocean Park Asset Management, LLC
265,700$11.8M0.7%ETFLowSanta Monica, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
168,260$7.5K0.0%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
151,606$6.7M0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
131,333$5.8M0.6%GARPLowMansfield, OH2026-10-27
Royal Fund Management, LLC
120,767$5.4M0.4%GrowthMediumLady Lake, FL2026-10-22
Windsor Capital Management, LLC
104,899$4.7M1.2%ETFVery LowPhoenix, AZ2026-10-13
Mission Wealth Management, LP
103,877$4.6M0.1%ETFLowSanta Barbara, CA2026-10-15
Albion Financial Group
54,860$2.4M0.1%GrowthLowSalt Lake City, UT2026-10-21
Fifth Third Securities, Inc.
52,772$2.3M0.1%ETFLowCincinnati, OH2026-10-21
Investment Partners Asset Management, Inc.
48,981$2.2M1.2%CoreLowMetuchen, NJ2026-10-09
MN Wealth Advisors, LLC
33,545$1.5M0.6%ETFMediumOverland Park, KS2026-10-23
Park Avenue Securities LLC
33,354$1.5K0.0%ETFMediumNew York, NY2026-10-26
Sigma Planning Corp
26,584$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
23,402$1.0M0.0%CoreLowAustin, TX2026-11-02
Nolet Wealth Management, LLC
22,500$998.3K0.6%ETFMediumFort Worth, TX2026-10-15
Farther Finance Advisors, LLC
21,772$966.0K0.0%IndexLowSan Francisco, CA2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
17,356$770.1K0.1%ETFMediumWoodbury, MN2026-10-13
Lido Advisors, LLC
16,367$726.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Dynamic Advisor Solutions LLC
15,776$700.0K0.0%ETFLowPhoenix, AZ2026-10-13
Ascent Group, LLC
15,490$687.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Independent Wealth Network Inc.
13,599$603.4K0.2%ETFMediumUrbandale, IA2026-10-19
IFP Advisors, Inc
9,536$423.1K0.0%GrowthLowTampa, FL2026-10-16
Commonwealth Equity Services, LLC
9,008$399.7K0.0%ETFLowWaltham, MA2026-11-02
Lockerman Financial Group, Inc.
7,950$352.7K0.5%ETFMediumNewport Beach, CA2026-10-19
Truist Financial Corp
7,549$334.9K0.0%CoreLowCharlotte, NC2026-10-30
M Holdings Securities, Inc.
6,760$299.0K0.1%ETFHighPortland, OR2026-11-03
Acorn Wealth Advisors, LLC
6,335$281.1K0.1%ETFLowGrand Blanc, MI2026-10-19
MassMutual Private Wealth & Trust, FSB
5,358$237.7K0.0%CoreLowSpringfield, MA2026-10-05
Acorn Financial Advisory Services Inc
4,798$212.9K0.0%ETFMediumReston, VA2026-11-02
Unique Wealth, LLC
4,547$201.8K0.0%ETFMediumTampa, FL2026-10-16
Ascentis Independent Advisors
4,198$186.3K0.0%ETFLowDallas, TX2026-11-03
Rosenberg Matthew Hamilton
3,416$151.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Richardson Financial Services Inc.
1,826$81.0K0.0%GrowthMediumMedway, MA2026-10-30
SBI Securities Co., Ltd.
1,201$53.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Trust Co NA
1,085$48.1K0.0%CoreLowCleveland, OH2026-10-20
Nfsg Corp
760$33.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Capital Investment Advisory Services, LLC
760$33.8K0.0%CoreMediumRaleigh, NC2026-10-30
Cordgrass Capital Advisors, LLC
332$14.7K0.0%CoreLowRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
252$11.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Harbor Investment Advisory, LLC
180$8.0K0.0%GrowthLowLutherville, MD2026-10-13
Horizon Financial Services, LLC
120$5.3K0.0%ETFLowWinston Salem, NC2026-11-04
Triumph Capital Management
108$4.8K0.0%ETFMediumDenver, CO2026-10-14
Latitude Advisors, LLC
61$2.7K0.0%ETFLowYorkville, IL2026-10-27
Nova Financial LLC
21$9320.0%N/AN/ATucson, AZ2026-11-04
Spire Wealth Management
16$7100.0%GrowthMediumMclean, VA2026-10-30
Halbert Hargrove Global Advisors, LLC
5$2220.0%ETFLowLong Beach, CA2026-10-16
Allspring Global Investments Holdings, LLC
5$2210.0%CoreMediumCharlotte, NC2026-11-04