Who Owns J P MORGAN BETABUILDERS I (BBIN)? -- Institutional Holders (2026-06-30)

135 institutions reported holding $5.45B of J P MORGAN BETABUILDERS I (BBIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($4.39B), MORGAN STANLEY ($246.2M), Integrated Wealth Concepts LLC ($185.4M), BANK OF AMERICA CORP /DE/ ($52.6M), Aptus Capital Advisors, LLC ($50.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JPMORGAN CHASE & CO	$4.39B	56.4M	Added
2	MORGAN STANLEY	$246.2M	3.2M	Added
3	Integrated Wealth Concepts LLC	$185.4M	2.4M	Added
4	BANK OF AMERICA CORP /DE/	$52.6M	674,220	Added
5	Aptus Capital Advisors, LLC	$50.8M	651,197	Added
6	FLOW TRADERS U.S. LLC	$50.0M	639,845	New
7	JANE STREET GROUP, LLC	$37.4M	478,595	Trimmed
8	ASSETMARK, INC	$33.8M	432,921	Trimmed
9	Cetera Investment Advisers	$31.4M	401,910	Added
10	OSAIC HOLDINGS, INC.	$31.0M	397,402	Added
11	Perigon Wealth Management, LLC	$26.8M	343,632	Added
12	NEUBERGER BERMAN GROUP LLC	$25.6M	327,698	Added
13	LPL Financial LLC	$22.3M	285,017	Added
14	Pallas Capital Advisors LLC	$21.8M	278,932	Added
15	Advisory Services Network, LLC	$18.9M	241,823	Added
16	ROTHSCHILD INVESTMENT LLC	$17.2M	220,104	Added
17	WNY Asset Management, LLC	$16.5M	211,412	Added
18	HSBC HOLDINGS PLC	$12.4M	158,475	Added
19	Graney & King, LLC	$12.3M	157,564	Added
20	STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	$12.1M	154,638	Added
21	Focus Partners Wealth	$11.8M	151,498	Trimmed
22	Gateway Wealth Partners, LLC	$9.7M	124,747	Trimmed
23	Jacobi Capital Management LLC	$9.4M	120,618	Added
24	ENVESTNET ASSET MANAGEMENT INC	$9.0M	114,993	Added
25	RAYMOND JAMES FINANCIAL INC	$8.5M	109,044	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30