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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

170 hedge funds and large institutions have $2.83B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
2.28%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
23
Increased
70
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$320M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$44.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$201M
4
TWG
4
The Wealth Group
Minnesota
$24.7M
5
RSWM
5
Robertson Stephens Wealth Management
California
$49.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$417M
2
Creative Planning
2
Creative Planning
Kansas
$23.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$54M
4
AssetMark Inc
4
AssetMark Inc
California
$52.1M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$349M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$417M 3,724,792 -705,906 -16%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$349M 3,120,488 -48,834 -2%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$320M 2,856,818 +1,483,677 +108%
LPL Financial
4
LPL Financial
California
$314M 2,804,857 -1,359 -0%
Morgan Stanley
5
Morgan Stanley
New York
$201M 1,798,161 +182,738 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$183M 1,631,843 +41,640 +3%
CWM
7
Cornerstone Wealth Management
Missouri
$77M 687,686 -35,896 -5%
GI
8
Gradient Investments
Minnesota
$65.1M 581,991 +17,680 +3%
KFG
9
Kelly Financial Group
Connecticut
$54.5M 486,677 +49,316 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$54M 482,627 -66,875 -12%
AssetMark Inc
11
AssetMark Inc
California
$52.1M 465,258 -52,812 -10%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$51.8M 463,000 – –
RSWM
13
Robertson Stephens Wealth Management
California
$49.4M 441,230 +165,622 +60%
PWM
14
Perigon Wealth Management
California
$45M 402,511 +2,049 +0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$44.4M 421,144 +244,081 +138%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$40.3M 360,284 +1,221 +0.3%
TWM
17
Tradition Wealth Management
Minnesota
$35.8M 319,774 +24,334 +8%
MWA
18
MN Wealth Advisors
Kansas
$25.3M 226,009 -44,766 -17%
TWG
19
The Wealth Group
Minnesota
$24.7M 220,954 +171,866 +350%
Creative Planning
20
Creative Planning
Kansas
$23.2M 206,981 -685,967 -77%
PAS
21
Park Avenue Securities
New York
$23.1M 206,411 -873 -0.4%
MML Investors Services
22
MML Investors Services
Massachusetts
$19.1M 170,383 +5,745 +3%
IA
23
IFG Advisory
Georgia
$15M 133,667 -46,047 -26%
DWM
24
Drive Wealth Management
Utah
$14.9M 132,922 +20,375 +18%
Two Sigma Investments
25
Two Sigma Investments
New York
$14.3M 127,900 +127,900 New
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