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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

109 hedge funds and large institutions have $483M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

14% more capital invested

Capital invested by funds: $423M → $483M (+$59.5M)

14% more funds holding

Funds holding: 96109 (+13)

3.93% more ownership

Funds ownership: 66.01%69.94% (+3.9%)

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
49
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$99.9M -$6.56M -140,908 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$62.7M +$45.2M +971,215 +257%
LPL Financial
3
LPL Financial
California
$49.7M +$2.69M +57,776 +6%
Bank of America
4
Bank of America
North Carolina
$46M +$722K +15,508 +2%
Morgan Stanley
5
Morgan Stanley
New York
$29.9M +$913K +19,588 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$22.6M +$725K +15,562 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$21.4M +$2.27M +48,832 +12%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$15.3M +$1.52M +32,734 +11%
BlackRock
9
BlackRock
New York
$13.1M -$3.44M -73,830 -21%
OPAM
10
Ocean Park Asset Management
California
$12.4M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8M -$828K -17,777 -9%
Jane Street
12
Jane Street
New York
$7.64M +$7.65M +164,320 New
AssetMark Inc
13
AssetMark Inc
California
$6.73M -$5.68K -122 -0.1%
WWA
14
WCG Wealth Advisors
Nevada
$5.86M +$5.88M +126,113 New
PWPS
15
Pinnacle Wealth Planning Services
Ohio
$5.51M +$266K +5,704 +5%
RFM
16
Royal Fund Management
Florida
$5.25M +$3.32M +71,216 +171%
VF
17
Vawter Financial
Ohio
$5.22M +$456K +9,787 +10%
WCM
18
Windsor Capital Management
Arizona
$5.04M -$194K -4,163 -4%
EF
19
Empowered Funds
Pennsylvania
$4.58M +$641K +13,752 +16%
MWM
20
Mission Wealth Management
California
$4.51M +$32.7K +701 +0.7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.49M +$470K +10,090 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.88M -$811K -17,412 -17%
OMC
23
Old Mission Capital
Illinois
$3.32M +$3.32M +71,322 New
Raymond James Financial
24
Raymond James Financial
Florida
$3.21M +$301K +6,466 +10%
AFG
25
Albion Financial Group
Utah
$2.17M -$267K -5,729 -11%

BBHY Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2025, worth a combined $483M — up 14% from $423M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BBHY positions and 6 closed out — a net gain of 13 holders — while 49 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $45.2M. The largest seller was JP Morgan Chase, cutting an estimated $6.56M.

  • 109 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2025, up from 96 in Q3 2025.
  • Funds reported $483M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 19 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2025 and 6 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $45.2M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2025 was JP Morgan Chase, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2025.