JPMorgan BetaBuilders USD High Yield Corporate Bond

BBHY • BATS

JPMorgan BetaBuilders USD High Yield Corporate Bond is an exchange-traded fund on BATS. As of Q3 2025, 96 institutional investors hold shares in this ETF, with total holdings valued at $423.0M. JPMORGAN CHASE & CO is the largest holder with a position valued at $107.6M.

Overview

Overview of institutional ownership in BBHY as of Q3 2025

All Institutions

Institutions: 96
Value Held: $423.0M
Shares Held: 9.0M
Avg Position: $4.4M
Median Position: $326.7K

Hedge Funds

Hedge Funds: 1
Value Held: $709.4K
Shares Held: 15.1K
Avg Position: $709.4K
Median Position: $709.4K

Biggest Investors

Institutions with the largest positions in BBHY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$107.6M 0.01% of portfolio	2.3M shares	Q4 2022 Held for 2y 11m	$1.56T
L LPL Financial LLC Institution	-	$47.5M 0.01% of portfolio	1.0M shares	Q4 2022 Held for 2y 11m	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$45.8M 0.00% of portfolio	974.0K shares	Q4 2022 Held for 2y 11m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$29.3M 0.00% of portfolio	623.3K shares	Q4 2022 Held for 2y 11m	$1.65T
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$22.1M 0.03% of portfolio	470.5K shares	Q4 2022 Held for 2y 11m	$87.7B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$19.3M 0.05% of portfolio	410.3K shares	Q3 2023 Held for 2y 2m	$40.0B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$17.8M 0.01% of portfolio	377.8K shares	Q4 2022 Held for 2y 11m	$341.99B
B BlackRock, Inc. Institution	-	$16.7M 0.00% of portfolio	354.5K shares	Q2 2023 Held for 2y 5m	$5.67T
Vestmark Advisory Solutions, Inc. Fund of Funds	Robert Guido Battista President	$13.9M 0.27% of portfolio	296.0K shares	Q3 2023 Held for 2y 2m	$5.2B
Wright Fund Managment, LLC Long Only Manager	Albert George Schweiss CEO	$12.5M 0.52% of portfolio	265.7K shares	Q3 2023 Held for 2y 2m	$2.4B

Net Capital Flow

Institutional buying and selling activity for BBHY in Q3 2025

Traded: +$20.1M
Buyers: 65
Sellers: 29
Total Bought: +$53.6M
Total Sold: −$33.4M
Avg Position: $4.0M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$9.4M +200.9K shares	$107.6M 2.3M shares
MORGAN STANLEY RIA/Wealth	+$8.9M +188.7K shares	$29.3M 623.3K shares
Wright Fund Managment, LLC Long Only Manager	+$6.5M +138.7K shares	$12.5M 265.7K shares
Vawter Financial, Ltd. RIA/Wealth	+$4.5M +96.8K shares	$4.8M 102.5K shares
BANK OF AMERICA CORP /DE/ Institution	+$4.1M +86.3K shares	$45.8M 974.0K shares
GOLDMAN SACHS GROUP INC Institution	+$4.0M +84.8K shares	$4.7M 99.7K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.7M +57.6K shares	$17.8M 377.8K shares
Janney Montgomery Scott LLC RIA/Wealth	+$2.1M +44.3K shares	$19.3M 410.3K shares
P Portfolio Strategies, Inc. RIA/Wealth	+$1.5M +31.5K shares	$1.5M 31.5K shares
Empowered Funds, LLC ETF Provider	+$1.0M +22.2K shares	$4.0M 84.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$11.5M −245.2K shares	$13.9M 296.0K shares
B BlackRock, Inc. Institution	−$5.1M −108.1K shares	$16.7M 354.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.4M −93.3K shares	$709.4K 15.1K shares
Royal Fund Management, LLC RIA/Wealth	−$2.9M −61.9K shares	$2.0M 41.6K shares
O OLD MISSION CAPITAL LLC Institution	−$2.4M −52.4K shares	Sold Off 0 shares
N Neuberger Berman Group LLC Institution	−$2.0M −43.2K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$1.6M −33.3K shares	Sold Off 0 shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$1.5M −31.6K shares	$617.5K 13.1K shares
W WCG Wealth Advisors LLC Institution	−$1.1M −24.1K shares	Sold Off 0 shares
Fort Point Capital Partners, LLC Fund of Funds	−$251.5K −5.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBHY in Q3 2025

New Positions: 9
New Value: $3.4M
Exited Positions: 9
Exited Value: $7.5M

New Positions

Institution	Position Value
P Portfolio Strategies, Inc. RIA/Wealth	$1.5M 31.5K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$723.9K 15.4K shares
Miracle Mile Advisors, LLC RIA/Wealth	$342.6K 7.3K shares
V von Borstel & Associates, Inc. RIA/Wealth	$295.1K 6.3K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	$294.2K 6.3K shares
Rockefeller Capital Management L.P. Long Only Manager	$162.8K 3.5K shares
Transamerica Financial Advisors, Inc. Institution	$44.9K 957.0 shares
B BRYN MAWR TRUST CO/PA Institution	$10.0K 212.0 shares
Triumph Capital Management RIA/Wealth	$4.5K 96.0 shares

Exited Positions

Institution	Previous Position
O OLD MISSION CAPITAL LLC Institution	$2.4M 52.4K shares
N Neuberger Berman Group LLC Institution	$2.0M 43.2K shares
J JANE STREET GROUP, LLC Institution	$1.6M 33.3K shares
W WCG Wealth Advisors LLC Institution	$1.1M 24.1K shares
Fort Point Capital Partners, LLC Fund of Funds	$251.5K 5.4K shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$62.1K 1.3K shares
T TOTAL INVESTMENT MANAGEMENT INC Institution	$16.7K 357.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$14.0K 301.0 shares
CFG Asset Management LLC RIA/Wealth	$140.0 3.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BBHY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBHY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Vawter Financial, Ltd. RIA/Wealth	Gary Lynn Vawter President	2.19% $4.8M	102.5K shares	Q4 2022 Held for 2y 11m	$220.3M
Windsor Capital Management, LLC RIA/Wealth	Donald Edward Peppler CCO	1.46% $5.3M	112.5K shares	Q4 2022 Held for 2y 11m	$362.2M
Investment Partners Asset Management, Inc. RIA/Wealth	Gregg Thomas Abella CEO	1.42% $2.1M	45.5K shares	Q4 2023 Held for 1y 11m	$150.3M
Menard Financial Group LLC RIA/Wealth	David Wayne Menard CEO	1.36% $2.0M	42.3K shares	Q1 2024 Held for 1y 8m	$146.0M
M MN Wealth Advisors, LLC RIA/Wealth	Anthony Richard Moeller CCO	0.72% $1.3M	26.7K shares	Q4 2023 Held for 1y 11m	$175.6M
Pinnacle Wealth Planning Services, Inc. RIA/Wealth	William David Heichel Chairman	0.62% $5.3M	112.7K shares	Q4 2022 Held for 2y 11m	$853.3M
5T Wealth, LLC RIA/Wealth	Paul James Krsek CEO	0.57% $1.3M	27.7K shares	Q4 2024 Held for 11 months	$229.4M
Wright Fund Managment, LLC Long Only Manager	Albert George Schweiss CEO	0.52% $12.5M	265.7K shares	Q3 2023 Held for 2y 2m	$2.4B
LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth	Lisa Lynn Lockerman CCO	0.48% $377.8K	8.0K shares	Q3 2023 Held for 2y 2m	$78.3M
Vestmark Advisory Solutions, Inc. Fund of Funds	Robert Guido Battista President	0.27% $13.9M	296.0K shares	Q3 2023 Held for 2y 2m	$5.2B

Hedge Fund Spotlight

Discover hedge funds investing in BBHY

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan BetaBuilders USD High Yield Corporate Bond

Market Value: $709.4K
Shares Held: 15.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%