JPMORGAN CHASE & CO BBIB — JPM BETA US TR 3-10 YR ETF

Ownership history in JPMORGAN CHASE & CO  ·  7 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported JPM BETA US TR 3-10 YR ETF (BBIB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows BBIB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in JPM BETA US TR 3-10 YR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BBIB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBIB stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held BBIB — position size vs. price
% of Fund (quarterly)    BBIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 196,147 +17,688 +9.9% 0.00% $19.2M 2026-08-12 $96.74
2025 Q4 ADDED — — — 178,459 +8,227 +4.8% 0.00% $17.7M 2026-02-11 $97.52
2025 Q3 ADDED — — — 170,232 +11,496 +7.2% 0.00% $17.0M 2025-11-14 (Est.) $96.66
2025 Q2 ADDED — — — 158,736 +9,188 +6.1% 0.00% $15.7M 2025-08-14 (Est.) $95.18
2025 Q1 ADDED — — — 149,548 +29,862 +25.0% 0.00% $14.7M 2025-05-12 $92.92
2024 Q4 ADDED — — — 119,686 +109,412 +1064.9% 0.00% $11.5M 2025-02-12 $90.59
2024 Q3 INITIATED — — — 10,274 — — 0.00% $1.0M 2024-11-08 $90.85

🏢 Other funds also holding BBIB

As of 2026 Q2 — sorted by position size

KELLY FINANCIAL GROUP LLC 4.36% CABOT WEALTH MANAGEMENT INC 3Y 7Y 2.33% Hobbs Group Advisors, LLC 0.31% LFG Wealth Partners, LLC 0.11% Tower Research Capital LLC (TRC) 3Y 7Y 0.04% CITADEL ADVISORS LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0%

FAQ About JPMORGAN CHASE & CO and BBIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning BBIB?

JPMORGAN CHASE & CO reported BBIB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BBIB position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for BBIB was 0.00% in 2025 Q4.

What is the latest reported BBIB position on this page?

The most recent filing on this page is 2026 Q2, when JPMORGAN CHASE & CO reported 196,147 shares, equal to 0.00% of portfolio, with an estimated market value of $19.2M.

What does the chart on this BBIB ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly BBIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their BBIB position?

Based on 13F filing dates vs. subsequent BBIB price moves, JPMORGAN CHASE & CO correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BBIB relative to SPY over the holding period was +84.6%.

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