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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

48 hedge funds and large institutions have $769M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+14
Holders Change %
+41.18%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
18
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$44.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$515M
3
AssetMark Inc
3
AssetMark Inc
California
$48.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.9M
5
5L
5
55I LLC
Massachusetts
$31.7M

Top Sellers

1
BWM
1
BCGM Wealth Management
Indiana
$5.63M
2
TPWM
2
Twelve Points Wealth Management
Massachusetts
$0
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$11.5M
4
UBS Group
4
UBS Group
Switzerland
$0
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$297K +$297K +3,634 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$292K +$63.6K +777 +28%
HA
28
Herold Advisors
New York
$281K – – –
AWS
29
Atria Wealth Solutions
New York
$252K +$252K +3,083 New
WG
30
Welch Group
Alabama
$226K – – –
Bank of America
31
Bank of America
North Carolina
$209K -$4.34K -53 -2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$205K -$28.7K -351 -12%
IA
33
IFP Advisors
Florida
$174K +$174K +3,406 New
AIC
34
Archer Investment Corporation
Indiana
$143K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$83K – – –
T
36
TCWP
Ohio
$52K +$52K +645 New
Wells Fargo
37
Wells Fargo
California
$47K +$47K +577 New
Lazard Asset Management
38
Lazard Asset Management
New York
$24K -$3.85K -48 -14%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$16K +$16K +190 New
SIC
41
Salem Investment Counselors
North Carolina
$11K +$1.15K +14 +12%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +108 New
GRP
43
Global Retirement Partners
California
$5K +$5K +69 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$4K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$3K +$3K +38 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +27 New
BlackRock
47
BlackRock
New York
$1K – – –
TPWM
48
Twelve Points Wealth Management
Massachusetts
– -$297K -3,437 Closed
UBS Group
49
UBS Group
Switzerland
– -$70K -812 Closed
SCA
50
Snowden Capital Advisors
New York
– -$38K -447 Closed
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2
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