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

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF logo
$46.64 +0.61 (+1.31%)
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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)
60
Total
Institutional Inflows
(last 12 months)
$249.01M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$21.55M
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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
1/17/2025 Janney Montgomery Scott LLC577,637$26.62M0.1%-8.2%2.382%
1/17/2025 Daymark Wealth Partners LLC214,997$9.91M0.3%-12.0%0.887%
1/17/2025 Albion Financial Group UT29,812$1.37M0.1%-4.3%0.123%
1/17/2025 Missouri Trust & Investment Co639$29K0.0%N/A0.003%
1/17/2025 Lockerman Financial Group Inc.15,070$694K1.2%-9.8%0.062%
1/16/2025 Royal Fund Management LLC96,280$4.45M0.4%+4.5%0.397%
1/16/2025 MassMutual Private Wealth & Trust FSB28,065$1.29M0.0%-19.3%0.116%
1/15/2025 CGN Advisors LLC6,533$301K0.0%+24.9%0.027%
1/14/2025 Park Avenue Securities LLC95,358$4.39M0.0%+3.6%0.393%
1/13/2025 AdvisorNet Financial Inc943$43K0.0%N/A0.004%
1/10/2025 Graypoint LLC26,778$1.23M0.1%+43.4%0.110%
1/10/2025 Wealth Enhancement Advisory Services LLC10,726$508K0.0%+2.6%0.044%
12/26/2024JPMorgan Chase & Co.14,651,543$693.90M0.1%+21.5%60.419%
11/25/2024World Investment Advisors LLC19,986$947K0.0%N/A0.082%
11/15/2024Continuum Advisory LLC1,065$50K0.0%+37.8%0.004%
11/15/2024MML Investors Services LLC65,775$3.12M0.0%+3.2%0.271%
11/15/2024Jane Street Group LLC395,535$18.73M0.0%+245.1%1.631%
11/15/2024Menard Financial Group LLC44,310$2.10M1.4%-2.1%0.183%
11/15/2024HighTower Advisors LLC443,358$20.99M0.0%+0.1%1.828%
11/15/2024Ascent Group LLC8,876$420K0.0%-24.5%0.037%
11/14/2024CreativeOne Wealth LLC41,470$1.96M0.1%+43.1%0.171%
11/13/2024Bank of Montreal Can394,500$20.39M0.0%N/A1.627%
11/13/2024Acorn Wealth Advisors LLC9,050$429K0.2%+17.8%0.037%
11/13/2024Private Trust Co. NA4,489$213K0.0%-10.1%0.019%
11/12/2024Great Valley Advisor Group Inc.488,953$23.16M0.6%+2.9%2.016%
11/12/2024Nicolet Advisory Services LLC4,623$217K0.0%-26.6%0.019%
11/6/2024Vawter Financial Ltd.49,625$2.35M1.4%+26.2%0.205%
11/5/2024Simmons Bank37,702$1.79M0.1%-5.6%0.155%
11/4/2024Sigma Planning Corp8,508$403K0.0%N/A0.035%
11/1/2024Assetmark Inc.311,316$14.74M0.0%-15.1%1.284%
10/31/2024 Graypoint LLC18,669$884K0.1%+60.4%0.077%
10/31/2024LGT Financial Advisors LLC1,000$47K0.1%+62.3%0.004%
10/29/2024 Janney Montgomery Scott LLC628,982$29.79M0.1%+12.5%2.594%
10/29/2024Farther Finance Advisors LLC10,366$491K0.0%+89.0%0.043%
10/24/2024 Wealth Enhancement Advisory Services LLC10,456$495K0.0%+61.6%0.043%
10/22/2024 Lake Street Private Wealth LLC4,450$211K0.0%N/A0.018%
10/16/2024MN Wealth Advisors LLC68,664$3.25M1.9%+1.6%0.283%
10/15/2024 Lockerman Financial Group Inc.16,704$791K1.3%+3.5%0.069%
10/11/2024Creative Planning7,080$335K0.0%-37.7%0.029%
10/10/2024Sound Income Strategies LLC3,592$170K0.0%+3,847.3%0.015%
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10/10/2024Concourse Financial Group Securities Inc.10,831$513K0.0%+43.0%0.045%
10/9/2024 Albion Financial Group UT31,167$1.48M0.1%+1.8%0.129%
10/8/2024 Daymark Wealth Partners LLC244,235$11.57M0.4%+7.3%1.007%
10/8/2024 Royal Fund Management LLC92,160$4.38M0.3%+15.6%0.380%
10/8/2024Dynamic Advisor Solutions LLC12,556$595K0.0%-49.6%0.052%
10/3/2024 Park Avenue Securities LLC92,037$4.36M0.0%+23.6%0.380%
10/2/2024 Massmutual Trust Co. FSB ADV34,793$1.65M0.0%-2.4%0.143%
8/22/2024Cetera Investment Advisers94,873$4.34M0.0%+67.9%0.391%
8/16/2024Gateway Wealth Partners LLC6,932$317K0.1%N/A0.029%
8/16/2024Creative Planning11,370$520K0.0%-16.5%0.047%
8/16/2024Ascent Group LLC11,757$538K0.0%+25.5%0.048%
8/15/2024 Daymark Wealth Partners LLC227,576$10.41M0.4%+41.6%0.938%
8/12/2024Richardson Financial Services Inc.3,514$161K0.1%+26.7%0.014%
8/12/2024WCG Wealth Advisors LLC15,760$721K0.1%+45.3%0.065%
8/12/2024Mercer Global Advisors Inc. ADV51,287$2.35M0.0%-3.4%0.211%
8/9/2024Menard Financial Group LLC45,270$2.07M1.5%+7.6%0.187%
8/8/2024Envestnet Asset Management Inc.638,907$29.22M0.0%+81.1%2.635%
8/8/2024LPL Financial LLC1,469,225$67.20M0.0%+58.7%6.059%
8/2/2024Vawter Financial Ltd.39,315$1.80M1.2%+14.3%0.162%
7/31/2024Farther Finance Advisors LLC5,486$249K0.0%+8.9%0.023%
7/31/2024 Graypoint LLC11,637$532K0.0%+5.9%0.048%
7/31/2024Commonwealth Equity Services LLC6,117$280K0.0%+27.2%0.025%
7/30/2024Wolf Group Capital Advisors33,858$1.55M0.6%+8.1%0.140%
7/30/2024TFB Advisors LLC4,720$216K0.1%-6.8%0.019%
7/29/2024Whittier Trust Co. of Nevada Inc.673$31K0.0%-47.9%0.003%
7/26/2024Simmons Bank39,939$1.83M0.1%-10.6%0.165%
7/26/2024Patriot Financial Group Insurance Agency LLC4,612$211K0.0%-4.9%0.019%
7/26/2024Cambridge Investment Research Advisors Inc.308,536$14.11M0.1%+67.2%1.272%
7/24/2024MN Wealth Advisors LLC67,605$3.09M1.8%+50.3%0.279%
7/23/2024Concourse Financial Group Securities Inc.7,574$346K0.0%+119.7%0.031%
7/18/2024 Royal Fund Management LLC79,716$3.66M0.3%+4.1%0.329%
7/17/2024 Lockerman Financial Group Inc.16,134$738K1.3%+54.9%0.067%
7/16/2024Envestnet Portfolio Solutions Inc.16,174$740K0.0%+59.1%0.067%
7/16/2024Great Valley Advisor Group Inc.474,988$21.73M0.6%+6.5%1.959%
7/16/2024 Wealth Enhancement Advisory Services LLC6,471$296K0.0%N/A0.027%
7/15/2024Dynamic Advisor Solutions LLC24,908$1.14M0.0%-90.1%0.103%
7/10/2024 CGN Advisors LLC5,218$239K0.0%+17.5%0.022%
7/10/2024 RDA Financial Network4,565$209K0.1%N/A0.019%
7/10/2024 Albion Financial Group UT30,617$1.40M0.1%+4.4%0.126%
7/9/2024 Park Avenue Securities LLC74,449$3.41M0.0%+100.0%0.307%
7/2/2024 Massmutual Trust Co. FSB ADV35,666$1.63M0.0%+35.7%0.147%
5/24/2024Cetera Advisors LLC6,196$286K0.0%+18.0%0.026%
5/24/2024Cetera Investment Advisers56,505$2.61M0.0%+366.9%0.233%
5/20/2024Highlander Capital Management LLC1,175$54K0.0%-29.9%0.005%
5/17/2024Comerica Bank1,650$76K0.0%+386.7%0.007%
5/16/2024Vawter Financial Ltd.34,389$1.59M1.2%+16.0%0.142%
5/15/2024Ascent Group LLC9,366$433K0.0%+3.9%0.039%
5/14/2024CreativeOne Wealth LLC22,908$1.06M0.0%+17.4%0.094%
5/10/2024Nicolet Advisory Services LLC8,076$370K0.0%-28.7%0.033%
5/10/2024Pinnacle Wealth Planning Services Inc.84,267$3.89M0.6%+7.1%0.347%
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5/7/2024PFG Advisors39,950$1.85M0.1%+8.9%0.165%
5/6/2024Envestnet Portfolio Solutions Inc.10,168$470K0.0%+30.1%0.042%
5/3/2024TFB Advisors LLC5,064$229K0.1%N/A0.021%
5/3/2024Whittier Trust Co. of Nevada Inc.1,291$60K0.0%+91.8%0.005%
5/2/2024 Graypoint LLC10,987$507K0.0%+25.5%0.052%
5/1/2024 Janney Montgomery Scott LLC313,257$14.47M0.0%+32.7%1.488%
5/1/2024Concourse Financial Group Securities Inc.3,447$159K0.0%+15.1%0.016%
5/1/2024Mission Wealth Management LP80,916$3.74M0.1%+16.8%0.384%
4/30/2024MN Wealth Advisors LLC44,984$2.08M1.3%+8.8%0.214%
4/25/2024Cambridge Investment Research Advisors Inc.184,514$8.52M0.0%+8.4%0.877%
(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, 87 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. ($693.90M), LPL Financial LLC ($67.20M), Envestnet Asset Management Inc. ($29.22M), Janney Montgomery Scott LLC ($26.62M), Great Valley Advisor Group Inc. ($23.16M), HighTower Advisors LLC ($20.99M), and Bank of Montreal Can ($20.39M).Learn more on BBHY's institutional investors.

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

Of the 81 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. ($5.70M), LPL Financial LLC ($1.50M), Envestnet Asset Management Inc. ($545.14K), Bank of Montreal Can ($394.50K), Janney Montgomery Scott LLC ($382.97K), Cambridge Investment Research Advisors Inc. ($308.54K), and Jane Street Group LLC ($280.94K).

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

Institutional investors have bought a total of 11,922,423 shares in the last 24 months. This purchase volume represents approximately $541.40M in transactions.

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

Of the 34 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: Dynamic Advisor Solutions LLC ($238.63K), Assetmark Inc. ($55.46K), Janney Montgomery Scott LLC ($51.35K), Wright Fund Management LLC ($34.60K), Galvin Gaustad & Stein LLC ($33.06K), Graves Light Lenhart Wealth Inc. ($30.36K), and Daymark Wealth Partners LLC ($29.24K).

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

Institutional investors have sold a total of 575,315 shares in the last 24 months. This volume of shares sold represents approximately $26.39M in transactions.



This page (BATS:BBHY) was last updated on 1/21/2025 by MarketBeat.com Staff
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