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

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF logo
$45.54 +0.05 (+0.11%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$77.16M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$65.18M
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BBHY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group12,138$560K0.1%+18.5%0.123%
9/2/2026 Citadel Advisors LLC20,673$953K0.0%N/A0.210%
8/22/2026 Highland Investment Advisors LLC119,600$5.51M2.4%N/A1.217%
8/22/2026 Cassilly Financial Group LLC16,053$740K0.5%N/A0.163%
8/22/2026 Hopwood Nicholas Hunter7,897$364K0.1%N/A0.080%
7/9/2026 Windsor Capital Management LLC105,925$4.88M1.3%-2.1%1.078%
5/22/2026 WNY Asset Management LLC5,429$249K0.0%N/A0.055%
5/19/2026 Royal Fund Management LLC111,316$5.10M0.5%-1.3%1.132%
5/19/2026 Bank of America Corp DE441,681$20.24M0.0%-55.4%4.493%
5/18/2026 Royal Bank of Canada4,819$221K0.0%-8.7%0.049%
5/18/2026 Empowered Funds LLC111,162$5.06M0.0%+12.8%1.131%
5/15/2026 Vawter Financial Ltd.120,789$5.54M2.3%+7.6%1.229%
5/14/2026 Lido Advisors LLC16,870$773K0.0%-29.8%0.172%
5/13/2026 Cetera Investment Advisers70,015$3.21M0.0%-27.5%0.712%
5/6/2026 Assetmark Inc.94,378$4.33M0.0%-34.8%0.960%
5/5/2026 Sigma Planning Corp24,292$1.11M0.0%+1.6%0.247%
4/28/2026 Ascentis Independent Advisors6,555$300K0.0%N/A0.067%
4/23/2026 Simmons Bank17,529$803K0.1%-24.3%0.178%
4/22/2026 Janney Montgomery Scott LLC310,530$14.23M0.0%-32.4%3.159%
4/21/2026 Independent Wealth Network Inc.12,921$592K0.2%N/A0.131%
3/17/2026 Rockefeller Capital Management L.P.1,638$76K0.0%-52.7%0.017%
2/24/2026 Nolet Wealth Management LLC23,506$1.09M0.6%N/A0.239%
2/18/2026 Mercer Global Advisors Inc. ADV12,503$581K0.0%-4.8%0.127%
2/18/2026 Empowered Funds LLC98,556$4.58M0.0%+16.2%1.003%
2/18/2026 OLD Mission Capital LLC71,322$3.32M0.1%N/A0.726%
2/17/2026 Cetera Investment Advisers96,543$4.49M0.0%+11.7%0.982%
2/17/2026 Osaic Holdings Inc.83,325$3.88M0.0%-17.3%0.848%
2/17/2026 Advisory Services Network LLC6,593$307K0.0%+37.5%0.067%
2/17/2026 Royal Bank of Canada5,280$246K0.0%-5.0%0.054%
2/16/2026 MML Investors Services LLC38,580$1.79M0.0%+9.3%0.392%
2/13/2026 CreativeOne Wealth LLC37,616$1.75M0.0%+24.5%0.383%
2/13/2026 Menard Financial Group LLC40,910$1.90M1.3%-3.4%0.416%
2/13/2026 Integrated Wealth Concepts LLC17,372$808K0.0%-5.8%0.177%
2/12/2026 Jane Street Group LLC164,320$7.64M0.0%N/A1.672%
2/12/2026 Commonwealth Equity Services LLC4,513$210K0.0%N/A0.046%
2/12/2026 Principal Securities Inc.28,520$1.33M0.0%+20.0%0.290%
2/12/2026 Great Valley Advisor Group Inc.10,685$497K0.0%+12.0%0.109%
2/12/2026 Sepio Capital LP6,000$279K0.0%N/A0.061%
2/11/2026 Empowered Funds LLC98,556$4.58M0.0%+16.2%1.003%
2/11/2026 Janney Montgomery Scott LLC459,172$21.35M0.0%+11.9%4.671%
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2/11/2026 Capital Analysts LLC7,020$326K0.0%+6.1%0.071%
2/11/2026 Cerity Partners LLC28,623$1.33M0.0%N/A0.291%
2/11/2026 LPL Financial LLC1,068,484$49.68M0.0%+5.7%10.870%
2/11/2026 JPMorgan Chase & Co.2,149,242$99.94M0.0%-6.2%21.864%
2/10/2026 WCG Wealth Advisors LLC126,113$5.86M0.2%N/A1.283%
2/6/2026 IFP Advisors Inc7,016$326K0.0%+27.7%0.071%
2/6/2026 HighTower Advisors LLC486,077$22.60M0.0%+3.3%4.945%
2/5/2026 Mission Wealth Management LP97,086$4.51M0.1%+0.7%0.988%
2/5/2026 Simmons Bank23,144$1.08M0.1%-14.8%0.235%
2/3/2026 SBI Securities Co. Ltd.717$33K0.0%-51.1%0.007%
2/3/2026 Acorn Financial Advisory Services Inc. ADV5,296$246K0.0%+5.1%0.054%
2/2/2026 Truist Financial Corp5,988$278K0.0%+16.2%0.061%
2/2/2026 Vawter Financial Ltd.112,300$5.22M2.2%+9.5%1.142%
2/2/2026 MN Wealth Advisors LLC28,235$1.31M0.7%+5.6%0.287%
1/30/2026 Sigma Planning Corp23,910$1.11M0.0%+6.9%0.243%
1/27/2026 5T Wealth LLC32,655$1.52M0.6%+17.7%0.332%
1/26/2026CWM LLC13,091$609K0.0%+7.3%0.133%
1/23/2026 Farther Finance Advisors LLC6,039$281K0.0%+13.5%0.061%
1/23/2026 Fifth Third Securities Inc.7,737$360K0.0%+23.6%0.079%
1/21/2026 Albion Financial Group UT46,740$2.17M0.1%-10.9%0.475%
1/20/2026 Ascent Group LLC12,341$574K0.0%+2.4%0.126%
1/15/2026 Investment Partners Asset Management Inc.46,056$2.14M1.3%+1.2%0.469%
1/15/2026 Royal Fund Management LLC112,796$5.25M0.5%+171.3%1.147%
1/15/2026 Windsor Capital Management LLC108,381$5.04M1.4%-3.7%1.103%
1/14/2026ORG Partners LLC7,127$331K0.1%+11.1%0.073%
1/5/2026 Park Avenue Securities LLC35,750$1.66M0.0%+11.6%0.364%
12/2/2025 IFP Advisors Inc5,494$258K0.0%+17.4%0.056%
11/18/2025 Advisory Services Network LLC4,796$225K0.0%-13.4%0.049%
11/17/2025 Mercer Global Advisors Inc. ADV13,139$618K0.0%-70.6%0.134%
11/17/2025 Lido Advisors LLC24,025$1.13M0.0%+5.0%0.244%
11/17/2025 Integrated Wealth Concepts LLC18,434$866K0.0%+3.6%0.188%
11/17/2025 Citadel Advisors LLC15,093$709K0.0%-86.1%0.154%
11/17/2025 Bank of America Corp DE973,990$45.78M0.0%+9.7%9.908%
11/14/2025 Raymond James Financial Inc.62,641$2.94M0.0%+18.8%0.637%
11/14/2025 Wayfinding Financial LLC6,253$293K0.1%+6.3%0.064%
11/14/2025 von Borstel & Associates Inc.6,278$292K0.0%N/A0.064%
11/13/2025 GeoWealth Management LLC3,061$144K0.0%N/A0.031%
11/10/2025 Vawter Financial Ltd.102,513$4.82M2.2%+1,693.1%1.043%
11/10/2025 Vestmark Advisory Solutions Inc.295,973$13.91M0.3%-45.3%3.011%
11/7/2025 JPMorgan Chase & Co.2,290,150$107.64M0.0%+9.6%23.298%
11/7/2025 HighTower Advisors LLC470,515$22.11M0.0%+2.1%4.787%
11/6/2025 Assetmark Inc.144,916$6.81M0.0%+3.1%1.474%
11/5/2025 Capital Investment Advisory Services LLC1,366$64K0.0%+33.9%0.014%
11/5/2025 SBI Securities Co. Ltd.1,467$69K0.0%+2,156.9%0.015%
11/5/2025 Envestnet Asset Management Inc.377,766$17.76M0.0%+18.0%3.843%
11/4/2025 Simmons Bank27,150$1.28M0.1%-12.3%0.276%
11/4/2025 Mission Wealth Management LP96,385$4.53M0.1%+2.3%0.981%
10/31/2025 Acorn Wealth Advisors LLC6,531$307K0.1%-7.9%0.066%
10/29/2025 Royal Fund Management LLC41,580$1.95M0.2%-59.8%0.423%
10/24/2025ORG Partners LLC6,417$302K0.1%+28.5%0.065%
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10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,402$724K0.1%N/A0.157%
10/23/2025 Park Avenue Securities LLC32,043$1.51M0.0%+23.5%0.326%
10/22/2025 Geneos Wealth Management Inc.1,973$93K0.0%+172.1%0.020%
10/21/2025 Global Retirement Partners LLC5,148$242K0.0%+13.7%0.052%
10/21/2025 MN Wealth Advisors LLC26,740$1.26M0.7%+4.9%0.272%
10/20/2025 Ocean Park Asset Management LLC265,700$12.49M0.5%+109.2%2.703%
10/20/2025 Miracle Mile Advisors LLC7,290$343K0.0%N/A0.074%
10/20/2025 TBH Global Asset Management LLC10,623$499K0.1%N/A0.108%
10/20/2025 Investment Partners Asset Management Inc.45,500$2.14M1.4%-1.5%0.463%
10/20/2025 Ascent Group LLC12,046$566K0.0%+120.0%0.123%


BBHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 111 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. ($99.94M), LPL Financial LLC ($49.68M), HighTower Advisors LLC ($22.60M), Bank of Montreal Can ($20.39M), Bank of America Corp DE ($20.24M), Envestnet Asset Management Inc. ($17.76M), and Cambridge Investment Research Advisors Inc. ($14.39M).Learn more on JPMorgan BetaBuilders USD High Yield Corporate Bond ETF's institutional investors.

Of the 95 institutional investors that purchased JPMorgan BetaBuilders USD High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.79M), Jane Street Group LLC ($453.66K), Bank of Montreal Can ($394.50K), Vawter Financial Ltd. ($153.73K), Janney Montgomery Scott LLC ($149.45K), Ocean Park Asset Management LLC ($138.70K), and LPL Financial LLC ($136.73K).

Institutional investors have bought a total of 1,653,842 shares in the last 24 months. This purchase volume represents approximately $77.16M in transactions.

Of the 23 institutional investors that sold JPMorgan BetaBuilders USD High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($547.82K), Vestmark Advisory Solutions Inc. ($245.18K), Janney Montgomery Scott LLC ($148.64K), JPMorgan Chase & Co. ($140.91K), Citadel Advisors LLC ($93.34K), Royal Fund Management LLC ($63.39K), and Assetmark Inc. ($50.42K).

Institutional investors have sold a total of 1,408,414 shares in the last 24 months. This volume of shares sold represents approximately $65.18M in transactions.



Institutional ownership data for BATS:BBHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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