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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

99 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
+14
Holders Change %
+16.47%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
23
Increased
54
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
LPL Financial
2
LPL Financial
California
$113M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$102M
4
Bank of America
4
Bank of America
North Carolina
$19.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$47.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$713M
2
IA
2
IFG Advisory
Georgia
$9.07M
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$6.56M
5
TA
5
TFB Advisors
Kansas
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
PJSIMP
26
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.66M 41,505 +6,823 +20%
PAG
27
Private Advisor Group
New Jersey
$3.42M 39,808 +17,234 +76%
LSPW
28
Lake Street Private Wealth
Illinois
$3.06M 35,603 +2,807 +9%
GM
29
GeoWealth Management
Illinois
$3.02M 35,134 -2,008 -5%
3IP
30
3Chopt Investment Partners
Virginia
$2.62M 30,500 +30,500 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.58M 30,005 +8,506 +40%
WF
32
Wayfinding Financial
Washington
$2.55M 29,642 +5,455 +23%
Citadel Advisors
33
Citadel Advisors
Florida
$2.37M 27,591 +27,591 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.35M 27,371 +5,915 +28%
SFS
35
Security Financial Services
Indiana
$1.68M 19,605 +1,358 +7%
Ameriprise
36
Ameriprise
Minnesota
$1.67M 19,471 -1,544 -7%
Goldman Sachs
37
Goldman Sachs
New York
$1.59M 18,497 – –
FFA
38
Farther Finance Advisors
California
$1.29M 15,000 +3,833 +34%
TCA
39
Transcend Capital Advisors
New Jersey
$1.29M 14,983 +1,727 +13%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.26M 14,647 +2,531 +21%
IA
41
IFP Advisors
Florida
$1.24M 14,484 +14,484 New
TA
42
TFB Advisors
Kansas
$1.23M 14,300 -2,443 -15%
LFG
43
Lockerman Financial Group
California
$1.23M 14,272 +4,180 +41%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.21M 14,103 +13,309 +1,676%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$1.19M 13,864 +7,516 +118%
AWM
46
Apollon Wealth Management
South Carolina
$1.05M 12,221 -343 -3%
GWP
47
Gateway Wealth Partners
Wisconsin
$977K 11,380 +4,681 +70%
HighTower Advisors
48
HighTower Advisors
Illinois
$927K 10,809 +2,452 +29%
NL
49
NWAM LLC
Washington
$882K 10,264 +2,005 +24%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$869K 10,119 +10,119 New
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