JPMORGAN BETABUILDERS USD HI (BBHY) Institutional Shareholders
JPMORGAN BETABUILDERS USD HI (BBHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $399.57M in BBHY holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of BBHY tracked by InsiderSet, reporting ownership valued at approximately $95.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $93.69M, representing an estimated loss of -2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BBHY value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS USD HI (BBHY).
This page ranks the largest institutional BBHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$399.57M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$95.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 2,075,605 | $95,695,773 | $93,692,810 | -$2,002,963 | -2.09% | |
| Envestnet Asset Management Inc | 0.02% | 1,522,723 | $70,189,929 | $68,735,716 | -$1,454,213 | -2.07% | |
| Lpl Financial Llc | 0.01% | 950,580 | $43,816,936 | $42,909,181 | -$907,755 | -2.07% | |
| Morgan Stanley | 0.00% | 602,055 | $27,751,738 | $27,176,763 | -$574,975 | -2.07% | |
| Bank Of America Corp | 0.00% | 486,981 | $22,447,389 | $21,982,322 | -$465,067 | -2.07% | |
| Janney Montgomery Scott Llc | 0.03% | 344,224 | $15,867,000 | $15,538,271 | -$328,729 | -2.07% | |
| Ocean Park Asset Management, Llc | 0.59% | 265,700 | $12,247,442 | $11,993,698 | -$253,744 | -2.07% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 186,314 | $8,588,164 | $8,410,214 | -$177,950 | -2.07% | |
| Empowered Funds, Llc | 0.03% | 135,992 | $6,232,709 | $6,138,679 | -$94,030 | -1.51% | |
| Wcg Wealth Advisors Llc | 0.15% | 133,282 | $6,143,660 | $6,016,349 | -$127,311 | -2.07% | |
| Pinnacle Wealth Planning Services, Inc. | 0.56% | 126,774 | $5,843,645 | $5,722,578 | -$121,067 | -2.07% | |
| Mission Wealth Management, Lp | 0.07% | 120,802 | $5,568,406 | $5,453,002 | -$115,404 | -2.07% | |
| Vawter Financial, Ltd. | 2.33% | 120,932 | $5,542,331 | $5,458,870 | -$83,461 | -1.51% | |
| Royal Fund Management, Llc | 0.45% | 116,306 | $5,361,169 | $5,250,053 | -$111,116 | -2.07% | |
| Windsor Capital Management, Llc | 1.27% | 105,925 | $4,882,653 | $4,781,455 | -$101,199 | -2.07% | |
| Blackrock, Inc. | 0.00% | 105,010 | $4,840,436 | $4,740,151 | -$100,285 | -2.07% | |
| Osaic Holdings, Inc. | 0.01% | 95,936 | $4,424,325 | $4,330,551 | -$93,774 | -2.12% | |
| Assetmark, Inc | 0.01% | 91,277 | $4,207,413 | $4,120,244 | -$87,169 | -2.07% | |
| Cetera Investment Advisers | 0.00% | 78,028 | $3,596,678 | $3,522,184 | -$74,494 | -2.07% | |
| Raymond James Financial Inc | 0.00% | 73,232 | $3,375,608 | $3,305,692 | -$69,916 | -2.07% | |
| Summit Financial, Llc | 0.03% | 62,060 | $2,860,641 | $2,801,388 | -$59,253 | -2.07% | |
| Principal Securities, Inc. | 0.03% | 54,541 | $2,514,067 | $2,461,981 | -$52,086 | -2.07% | |
| Albion Financial Group | 0.14% | 52,785 | $2,433,125 | $2,382,715 | -$50,410 | -2.07% | |
| Creativeone Wealth, Llc | 0.05% | 51,130 | $2,356,861 | $2,308,008 | -$48,853 | -2.07% | |
| Investment Partners Asset Management, Inc. | 1.24% | 48,060 | $2,215,326 | $2,169,428 | -$45,898 | -2.07% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 43,860 | $2,010,104 | $1,979,840 | -$30,264 | -1.51% | |
| Park Avenue Securities Llc | 0.01% | 37,026 | $1,707,000 | $1,671,354 | -$35,646 | -2.09% | |
| Fifth Third Securities, Inc. | 0.10% | 36,533 | $1,684,011 | $1,649,100 | -$34,911 | -2.07% | |
| Menard Financial Group Llc | 0.91% | 36,093 | $1,663,701 | $1,629,238 | -$34,463 | -2.07% | |
| Portfolio Strategies, Inc. | 0.15% | 32,239 | $1,486,057 | $1,455,268 | -$30,789 | -2.07% | |
| Mml Investors Services, Llc | 0.00% | 29,684 | $1,368,274 | $1,339,936 | -$28,338 | -2.07% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,774 | $1,234,163 | $1,208,578 | -$25,585 | -2.07% | |
| Sigma Planning Corp | 0.03% | 25,319 | $1,167,088 | $1,142,900 | -$24,188 | -2.07% | |
| Nolet Wealth Management, Llc | 0.60% | 23,506 | $1,083,509 | $1,061,061 | -$22,448 | -2.07% | |
| 5T Wealth, Llc | 0.38% | 22,298 | $1,027,863 | $1,006,532 | -$21,331 | -2.08% | |
| Cerity Partners Llc | 0.00% | 20,665 | $952,576 | $932,818 | -$19,758 | -2.07% | |
| Simmons Bank | 0.05% | 17,779 | $819,527 | $802,544 | -$16,983 | -2.07% | |
| Thrivent Financial For Lutherans | 0.00% | 17,724 | $817,000 | $800,061 | -$16,939 | -2.07% | |
| Mn Wealth Advisors, Llc | 0.34% | 17,142 | $790,174 | $773,790 | -$16,384 | -2.07% | |
| Dynamic Advisor Solutions Llc | 0.02% | 16,569 | $763,746 | $747,925 | -$15,821 | -2.07% | |
| Farther Finance Advisors, Llc | 0.01% | 16,158 | $744,806 | $729,372 | -$15,434 | -2.07% | |
| Lido Advisors, Llc | 0.00% | 15,845 | $730,388 | $715,243 | -$15,145 | -2.07% | |
| Great Valley Advisor Group, Inc. | 0.01% | 14,504 | $668,885 | $654,711 | -$14,174 | -2.12% | |
| Kestra Advisory Services, Llc | 0.00% | 13,672 | $630,223 | $617,154 | -$13,069 | -2.07% | |
| Independent Wealth Network Inc. | 0.15% | 13,154 | $606,311 | $593,772 | -$12,539 | -2.07% | |
| Capital Analysts, Llc | 0.01% | 12,104 | $558,000 | $546,375 | -$11,625 | -2.08% | |
| Cwm, Llc | 0.00% | 12,006 | $550,241 | $541,951 | -$8,290 | -1.51% | |
| Midwestern Financial, Llc | 0.36% | 11,015 | $507,725 | $497,217 | -$10,508 | -2.07% | |
| Mercer Global Advisors Inc | 0.00% | 10,912 | $502,989 | $492,568 | -$10,421 | -2.07% | |
| Ascent Group, Llc | 0.01% | 10,327 | $476,024 | $466,161 | -$9,863 | -2.07% |
Frequently asked questions about BBHY
Who owns the most BBHY stock?
The largest holders of BBHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN BETABUILDERS USD HI (BBHY).
Is BBHY widely held by superinvestors?
Many widely followed stocks like BBHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.