JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.01% | 0.01% | #57 | $95.7M | 2.1M | $101.4M | 2.2M | -158,728-7.10% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.02% | #41 | $70.2M | 1.5M | $64.7M | 1.4M | +110,932+7.86% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #47 | $43.8M | 950,580 | $41.9M | 914,644 | +35,936+3.93% | Add | |
| Bernicke Wealth Management, Ltd. | 3.45% | — | #1 | $29.7M | 644,153 | $0 | 0 | +644,153 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #73 | $27.8M | 602,055 | $29.3M | 623,300 | -21,245-3.41% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #74 | $22.4M | 486,981 | $20.2M | 441,681 | +45,300+10.26% | Add | |
| HighTower Advisors, LLC | 0.02% | 0.02% | #40 | $18.6M | 402,794 | $23.0M | 501,607 | -98,813-19.70% | Reduce | |
| Janney Montgomery Scott LLC | 0.03% | 0.04% | #32 | $15.9M | 344,224 | $14.2M | 310,530 | +33,694+10.85% | Add | |
| Ocean Park Asset Management, LLC | 0.59% | 0.7% | #8 | $12.2M | 265,700 | $12.2M | 265,700 | 00.00% | Unchanged | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 0.09% | #21 | $8.6M | 186,314 | $8.5M | 186,329 | -15-0.01% | Reduce | |
| Vawter Financial, Ltd. | 2.36% | 2.33% | #3 | $6.3M | 135,858 | $5.5M | 120,789 | +15,069+12.48% | Add | |
| Empowered Funds, LLC | 0.03% | 0.03% | #29 | $6.2M | 135,992 | $5.1M | 111,162 | +24,830+22.34% | Add | |
| WCG Wealth Advisors LLC | 0.15% | 0.16% | #17 | $6.1M | 133,282 | $5.6M | 121,225 | +12,057+9.95% | Add | |
| Pinnacle Wealth Planning Services, Inc. | 0.56% | 0.56% | #9 | $5.8M | 126,774 | $5.4M | 118,778 | +7,996+6.73% | Add | |
| MISSION WEALTH MANAGEMENT, LP | 0.07% | 0.09% | #24 | $5.6M | 120,802 | $4.4M | 95,748 | +25,054+26.17% | Add | |
| Highland Investment Advisors LLC | 2.4% | — | #2 | $5.5M | 119,600 | $0 | 0 | +119,600 | New Buy | |
| Royal Fund Management, LLC | 0.45% | 0.48% | #10 | $5.4M | 116,306 | $5.1M | 111,316 | +4,990+4.48% | Add | |
| Windsor Capital Management, LLC | 1.27% | 1.4% | #4 | $4.9M | 105,925 | $5.0M | 108,184 | -2,259-2.09% | Reduce | |
| BlackRock, Inc. | <0.01% | <0.01% | #96 | $4.8M | 105,010 | $7.8M | 169,763 | -64,753-38.14% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #59 | $4.4M | 95,936 | $3.8M | 82,240 | +13,696+16.65% | Add | |
| ASSETMARK, INC | 0.01% | 0.01% | #50 | $4.2M | 91,277 | $4.3M | 94,378 | -3,101-3.29% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #64 | $3.6M | 78,028 | $3.2M | 70,015 | +8,013+11.44% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #82 | $3.4M | 73,232 | $3.4M | 74,729 | -1,497-2.00% | Reduce | |
| Summit Financial, LLC | 0.03% | 0.04% | #30 | $2.9M | 62,060 | $2.9M | 64,181 | -2,121-3.30% | Reduce | |
| PRINCIPAL SECURITIES, INC. | 0.03% | 0.03% | #33 | $2.5M | 54,541 | $2.2M | 49,045 | +5,496+11.21% | Add | |
| ALBION FINANCIAL GROUP /UT | 0.14% | 0.14% | #18 | $2.4M | 52,785 | $2.2M | 48,815 | +3,970+8.13% | Add | |
| CreativeOne Wealth, LLC | 0.05% | 0.04% | #26 | $2.4M | 51,130 | $1.5M | 33,638 | +17,492+52.00% | Add | |
| Investment Partners Asset Management, Inc. | 1.23% | 1.32% | #5 | $2.2M | 48,060 | $2.1M | 46,724 | +1,336+2.86% | Add | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #88 | $2.0M | 43,860 | $2.0M | 43,860 | 00.00% | Unchanged | |
| PARK AVENUE SECURITIES LLC | 0.01% | 0.01% | #45 | $1.7M | 37,026 | $1.7M | 36,409 | +617+1.69% | Add | |
| FIFTH THIRD SECURITIES, INC. | 0.1% | 0.03% | #20 | $1.7M | 36,533 | $417,053 | 9,100 | +27,433+301.46% | Add | |
| Menard Financial Group LLC | 0.91% | 1.33% | #6 | $1.7M | 36,093 | $1.9M | 41,462 | -5,369-12.95% | Reduce | |
| Portfolio Strategies, Inc. | 0.15% | 0.18% | #16 | $1.5M | 32,239 | $1.5M | 32,239 | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #67 | $1.4M | 29,684 | $1.1M | 22,965 | +6,719+29.26% | Add | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #51 | $1.3M | 27,908 | $939,810 | 20,506 | +7,402+36.10% | Add | |
| Sigma Planning Corp | 0.03% | 0.03% | #34 | $1.2M | 25,319 | $1.1M | 24,292 | +1,027+4.23% | Add | |
| Nolet Wealth Management, LLC | 0.6% | 0.61% | #7 | $1.1M | 23,506 | $1.1M | 23,506 | 00.00% | Unchanged | |
| 5T Wealth, LLC | 0.38% | 0.41% | #12 | $1.0M | 22,298 | $1.0M | 22,502 | -204-0.91% | Reduce | |
| Cerity Partners LLC | <0.01% | <0.01% | #78 | $952,576 | 20,665 | $1.3M | 29,219 | -8,554-29.28% | Reduce | |
| Simmons Bank | 0.05% | 0.05% | #27 | $819,527 | 17,779 | $803,356 | 17,529 | +250+1.43% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #75 | $816,988 | 17,724 | $755,000 | 16,544 | +1,180+7.13% | Add | |
| MN Wealth Advisors, LLC | 0.34% | 0.36% | #14 | $790,174 | 17,142 | $740,213 | 16,151 | +991+6.14% | Add | |
| Dynamic Advisor Solutions LLC | 0.02% | 0.02% | #38 | $763,746 | 16,569 | $763,106 | 16,651 | -82-0.49% | Reduce | |
| Farther Finance Advisors, LLC | 0.01% | <0.01% | #54 | $744,806 | 16,158 | $245,056 | 5,366 | +10,792+201.12% | Add | |
| Lido Advisors, LLC | <0.01% | <0.01% | #70 | $730,388 | 15,845 | $773,201 | 16,870 | -1,025-6.08% | Reduce | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.01% | 0.01% | #46 | $668,885 | 14,504 | $605,151 | 13,211 | +1,293+9.79% | Add | |
| Kestra Advisory Services, LLC | <0.01% | — | #69 | $630,223 | 13,672 | $0 | 0 | +13,672 | New Buy | |
| Independent Wealth Network Inc. | 0.15% | 0.18% | #15 | $606,311 | 13,154 | $592,156 | 12,921 | +233+1.80% | Add | |
| Capital Analysts, LLC | 0.01% | 0.01% | #44 | $557,934 | 12,104 | $326,000 | 7,020 | +5,084+72.42% | Add | |
| Midwestern Financial, LLC /IA | 0.36% | 0.39% | #13 | $507,725 | 11,015 | $497,675 | 10,859 | +156+1.44% | Add |