JPMORGAN BETABUILDERS USD HI (BBHY) Institutional Ownership Changes & 13F Activity
JPMORGAN BETABUILDERS USD HI (BBHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Bank Of America Corp, Empowered Funds, Llc, Creativeone Wealth, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +1,493 | — | 1,493 | $68.82K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +6,268 | +30.6% | 26,774 | $1.23M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Sell | -932 | -7.9% | 10,912 | $502.99K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Buy | +24,830 | +22.3% | 135,992 | $6.23M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +5,402 | — | 5,402 | $249.00K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1 | +0.4% | 247 | $11.38K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +45,300 | +10.3% | 486,981 | $22.45M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,696 | +16.7% | 95,936 | $4.42M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +12,057 | +9.9% | 133,282 | $6.14M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -8,554 | -29.3% | 20,665 | $952.58K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,497 | -2.0% | 73,232 | $3.38M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +1,180 | +7.1% | 17,724 | $817.00K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -329 | -3.3% | 9,673 | $445.88K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +190 | +72.5% | 452 | $20.82K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +43 | +0.9% | 4,862 | $224.00K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -15 | -0.0% | 186,314 | $8.59M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +1 | +2.4% | 42 | $1.93K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +17,492 | +52.0% | 51,130 | $2.36M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -14,451 | -2.3% | 602,055 | $27.75M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +775 | — | 775 | $35.72K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +356 | +2966.7% | 368 | $16.98K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +235 | +37.8% | 857 | $39.50K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -174 | -16.9% | 856 | $39.49K | Q2 2026 | Aug 13, 2026 |
| Midwestern Financial, Llc | Buy | +156 | +1.4% | 11,015 | $507.73K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +2,075,605 | — | 2,075,605 | $95.70M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +8,013 | +11.4% | 78,028 | $3.60M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -2,121 | -3.3% | 62,060 | $2.86M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +801 | +10.6% | 8,345 | $384.65K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +183 | — | 183 | $8.43K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +5 | +0.9% | 559 | $25.75K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about BBHY activity
Which institutional owners are buying BBHY?
Institutional owners buying BBHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBHY activity?
"Buy" means an investor increased their reported position in BBHY compared to the prior reporting period. This reflects growing exposure to JPMORGAN BETABUILDERS USD HI (BBHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBHY increasing?
Institutional interest in BBHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.