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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) Institutional Ownership

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+0.13 (+0.29%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$312.34M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.38M
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BBHY Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.184,514$8.52M0.0%+8.4%0.877%
4/24/2024 Newbridge Financial Services Group Inc.760$35K0.0%N/A0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.91,014$4.20M0.0%+7.6%0.432%
4/19/2024 Albion Financial Group UT29,322$1.35M0.1%+6.5%0.139%
4/15/2024 Investment Partners Asset Management Inc.46,652$2.16M1.9%-3.8%0.546%
4/15/2024 Windsor Capital Management LLC130,314$6.02M1.9%-0.6%1.524%
4/12/2024 Dynamic Advisor Solutions LLC251,185$11.60M0.4%+7.9%2.938%
4/12/2024 CGN Advisors LLC4,440$205K0.0%N/A0.052%
4/12/2024Lane & Associates LLC9,392$434K0.3%-18.3%0.110%
4/11/2024 Royal Fund Management LLC76,592$3.54M0.3%+7.5%0.896%
4/11/2024 Security Financial Services INC.5,098$235K0.1%+6.6%0.060%
4/10/2024 Park Avenue Securities LLC37,232$1.72M0.0%+16.7%0.435%
4/9/2024 Massmutual Trust Co. FSB ADV26,285$1.21M0.0%+4.8%0.307%
3/4/2024Richardson Financial Services Inc.2,744$126K0.1%N/A0.032%
2/13/2024Vawter Financial Ltd.29,655$1.36M1.1%+86.0%0.347%
2/9/2024Founders Financial Alliance LLC84,946$3.90M1.5%+1.9%0.994%
2/9/2024 Cambridge Investment Research Advisors Inc.170,192$7.81M0.0%+22.0%1.991%
2/9/2024Assetmark Inc.261,543$12.01M0.0%+50.8%3.059%
2/9/2024CreativeOne Wealth LLC19,518$896K0.1%+2.5%0.228%
2/8/2024Janney Montgomery Scott LLC236,151$10.84M0.0%+63.2%2.762%
2/8/2024Pinnacle Wealth Planning Services Inc.78,690$3.61M0.5%-2.3%0.920%
2/7/2024Envestnet Portfolio Solutions Inc.7,813$359K0.0%N/A0.091%
2/7/2024 Acorn Wealth Advisors LLC6,844$314K0.2%-5.4%0.080%
2/7/2024Concourse Financial Group Securities Inc.2,994$138K0.0%+9.7%0.035%
2/6/2024Simmons Bank47,767$2.19M0.2%-14.8%0.559%
2/6/2024Vestmark Advisory Solutions Inc.212,866$9.77M0.5%+44.4%2.490%
2/6/2024 Royal Fund Management LLC71,238$3.27M0.4%+0.8%0.833%
2/6/2024Great Valley Advisor Group Inc.435,203$19.98M0.7%+3.3%5.090%
2/5/2024Mission Wealth Management LP69,293$3.18M0.1%+7.8%0.810%
2/2/2024Truist Financial Corp5,003$230K0.0%N/A0.059%
1/29/2024Graypoint LLC8,752$402K0.0%-20.7%0.102%
1/26/2024 Albion Financial Group UT27,537$1.26M0.1%-2.6%0.322%
1/25/2024 Investment Partners Asset Management Inc.48,519$2.23M2.2%N/A0.567%
1/24/2024 Private Trust Co. NA3,174$146K0.0%+15.8%0.037%
1/22/2024Wright Fund Management LLC45,400$2.09M0.1%-43.3%0.531%
1/22/2024 Wolf Group Capital Advisors31,318$1.40M0.7%-7.1%0.366%
1/19/2024PFG Advisors36,698$1.69M0.1%+10.0%0.429%
1/19/2024Patriot Financial Group Insurance Agency LLC5,865$269K0.1%-5.8%0.069%
1/18/2024 Global Retirement Partners LLC1,606$74K0.0%+162.8%0.019%
1/18/2024 Lockerman Financial Group Inc.10,421$478K1.1%+19.1%0.122%
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1/17/2024Acorn Financial Advisory Services Inc. ADV4,360$200K0.0%N/A0.051%
1/16/2024 Raymond James Financial Services Advisors Inc.84,555$3.88M0.0%-0.4%0.989%
1/16/2024 Security Financial Services INC.4,781$220K0.1%N/A0.056%
1/16/2024 Raymond James & Associates14,068$646K0.0%+16.5%0.165%
1/16/2024 Rosenberg Matthew Hamilton3,844$176K0.1%-17.4%0.045%
1/12/2024 Independent Wealth Network Inc.12,068$554K0.3%+32.1%0.141%
1/11/2024 Galvin Gaustad & Stein LLC26,821$1.23M0.1%-55.2%0.314%
1/11/2024Whittier Trust Co. of Nevada Inc.673$31K0.0%N/A0.008%
1/11/2024 Dynamic Advisor Solutions LLC232,894$10.60M0.4%+22.0%2.724%
1/10/2024Wayfinding Financial LLC8,030$370K0.3%+49.3%0.094%
1/9/2024 Daymark Wealth Partners LLC131,831$6.05M0.3%+41.1%1.542%
1/9/2024 Windsor Capital Management LLC131,065$6.02M2.0%-3.4%1.533%
1/3/2024 Massmutual Trust Co. FSB ADV25,091$1.15M0.0%+29.6%0.293%
12/20/2023Vawter Financial Ltd.15,941$699K0.8%-5.7%0.186%
11/16/2023Vawter Financial Ltd.6,315$277K1.2%-62.6%0.074%
11/15/2023Mercer Global Advisors Inc. ADV57,465$2.52M0.0%-14.0%0.672%
11/15/2023JPMorgan Chase & Co.3,111,611$136.54M0.0%+9.2%36.393%
11/15/2023Lido Advisors LLC21,129$927K0.0%-9.1%0.247%
11/14/2023Cape Cod Five Cents Savings Bank13,414$589K0.0%+100.0%0.157%
11/13/2023Wright Fund Management LLC80,000$3.51M0.2%N/A0.936%
11/13/2023Visionary Wealth Advisors10,417$457K0.0%-49.2%0.122%
11/13/2023LPL Financial LLC960,672$42.15M0.0%N/A11.236%
11/13/2023Graves Light Lenhart Wealth Inc.18,235$789K0.1%-62.5%0.213%
11/13/2023Envestnet Asset Management Inc.258,981$11.36M0.0%N/A3.029%
11/8/2023State of New Jersey Common Pension Fund D250,000$10.97M0.0%N/A2.924%
11/8/2023HighTower Advisors LLC348,913$15.30M0.0%+1.0%4.081%
11/8/2023Janney Montgomery Scott LLC144,691$6.35M0.0%N/A1.692%
11/8/2023Pinnacle Wealth Planning Services Inc.80,534$3.53M0.6%+3.1%0.942%
11/7/2023 Acorn Wealth Advisors LLC7,233$317K0.2%N/A0.085%
11/7/2023Nicolet Advisory Services LLC121,709$5.26M0.6%-4.6%1.423%
11/7/2023Great Valley Advisor Group Inc.421,169$18.48M0.8%+3.1%4.926%
11/6/2023Vestmark Advisory Solutions Inc.147,440$6.47M0.5%N/A1.724%
11/3/2023KCS Wealth Advisory10,579$464K0.2%N/A0.124%
11/2/2023Wayfinding Financial LLC5,379$234K0.2%N/A0.063%
11/1/2023 Albion Financial Group UT28,262$1.24M0.1%N/A0.331%
11/1/2023TBH Global Asset Management LLC17,434$765K0.1%N/A0.204%
10/27/2023Assetmark Inc.173,391$7.61M0.0%+6,079.3%2.028%
10/27/2023 Gradient Investments LLC1,253$55K0.0%N/A0.015%
10/26/2023Simmons Bank56,078$2.46M0.2%N/A0.656%
10/26/2023Graypoint LLC11,035$484K0.0%N/A0.129%
10/26/2023 Park Avenue Securities LLC31,946$1.40M0.0%N/A0.374%
10/25/2023Concourse Financial Group Securities Inc.2,729$120K0.0%+445.8%0.032%
10/24/2023 Raymond James Financial Services Advisors Inc.84,859$3.72M0.0%N/A0.993%
10/24/2023 Raymond James & Associates12,073$530K0.0%N/A0.141%
10/24/2023Mission Wealth Management LP64,293$2.82M0.1%N/A0.752%
10/24/2023 Cambridge Investment Research Advisors Inc.139,542$6.12M0.0%N/A1.632%
10/23/2023Commonwealth Equity Services LLC5,260$231K0.0%N/A0.062%
10/20/2023 Lockerman Financial Group Inc.8,747$384K1.0%N/A0.102%
10/19/2023 Apeiron RIA LLC13,520$593K0.2%N/A0.158%
10/19/2023Patriot Financial Group Insurance Agency LLC6,225$273K0.1%N/A0.073%
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10/18/2023 Galvin Gaustad & Stein LLC59,878$2.63M0.3%N/A0.700%
10/18/2023 Private Trust Co. NA2,740$120K0.0%N/A0.032%
10/17/2023CreativeOne Wealth LLC19,048$836K0.1%+309.8%0.223%
10/17/2023 Royal Fund Management LLC70,663$3.10M0.4%N/A0.826%
10/13/2023PFG Advisors33,349$1.46M0.1%N/A0.390%
10/13/2023 Global Retirement Partners LLC611$26K0.0%N/A0.007%
10/11/2023 Independent Wealth Network Inc.9,138$401K0.2%N/A0.107%
10/11/2023 Rosenberg Matthew Hamilton4,654$204K0.1%N/A0.054%
10/11/2023 Dynamic Advisor Solutions LLC190,876$8.38M0.4%N/A2.232%
10/10/2023 Daymark Wealth Partners LLC93,432$4.10M0.2%N/A1.093%
(Data available from 1/1/2016 forward)

BBHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBHY shares?

During the previous two years, 61 institutional investors and hedge funds held shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($136.54M), LPL Financial LLC ($42.15M), Great Valley Advisor Group Inc. ($19.98M), HighTower Advisors LLC ($15.30M), Assetmark Inc. ($12.01M), Dynamic Advisor Solutions LLC ($11.60M), and Envestnet Asset Management Inc. ($11.36M).Learn more on BBHY's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock?

Of the 57 institutional investors that purchased JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($3.11M), LPL Financial LLC ($960.67K), Envestnet Asset Management Inc. ($258.98K), Assetmark Inc. ($258.74K), Dynamic Advisor Solutions LLC ($251.19K), State of New Jersey Common Pension Fund D ($250K), and Janney Montgomery Scott LLC ($236.15K).

How much institutional buying is happening at JPMorgan BetaBuilders USD High Yield Corporate Bond ETF?

Institutional investors have bought a total of 7,038,903 shares in the last 24 months. This purchase volume represents approximately $312.34M in transactions.

Which JPMorgan BetaBuilders USD High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wright Fund Management LLC ($34.60K), Galvin Gaustad & Stein LLC ($33.06K), Graves Light Lenhart Wealth Inc. ($30.36K), Vawter Financial Ltd. ($11.56K), Visionary Wealth Advisors ($10.09K), Mercer Global Advisors Inc. ADV ($9.32K), and Simmons Bank ($8.31K).

How much institutional selling is happening at JPMorgan BetaBuilders USD High Yield Corporate Bond ETF?

Institutional investors have sold a total of 163,737 shares in the last 24 months. This volume of shares sold represents approximately $7.38M in transactions.


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This page (BATS:BBHY) was last updated on 4/28/2024 by MarketBeat.com Staff

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