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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

133 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
75
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.8M
2
LPL Financial
LPL Financial
California
+$55.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$55.2M
4
KIG
Kowal Investment Group
Wisconsin
+$51.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$26.2M
2
JCM
Jacobi Capital Management
Pennsylvania
-$2.06M
3
GS
GTS Securities
New York
-$1.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.62M
5
TRCT
Tower Research Capital (TRC)
New York
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
26
Archford Capital Strategies
Illinois
$9.21M +$529K +5,013 +6%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$9.18M +$801K +7,733 +10%
Ameriprise
28
Ameriprise
Minnesota
$8.84M +$4.22M +40,748 +91%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.9M +$481K +4,640 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$7.51M +$4.69M +45,258 +166%
PAG
31
Private Advisor Group
New Jersey
$6M +$2.48M +23,963 +71%
EH
32
Equitable Holdings
New York
$5.17M +$5.17M +49,882 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$4.83M +$504K +4,864 +12%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$4.78M +$1.73M +16,686 +57%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.6M -$293K -2,828 -6%
LSPW
36
Lake Street Private Wealth
Illinois
$4.36M +$682K +6,585 +19%
WF
37
Wayfinding Financial
Washington
$4.17M +$686K +6,619 +20%
AG
38
Ascent Group
Virginia
$4.15M +$56.9K +549 +1%
JCM
39
Jacobi Capital Management
Pennsylvania
$3.61M -$2.06M -19,898 -36%
FFA
40
Farther Finance Advisors
California
$3.43M +$1.9M +18,340 +124%
3IP
41
3Chopt Investment Partners
Virginia
$3.38M +$422K +4,076 +14%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$3.21M +31,001 +46,270%
GM
43
GeoWealth Management
Illinois
$2.73M +$245K +2,362 +10%
MHR
44
Matthew Hamilton Rosenberg
$2.54M +$701K +6,766 +38%
LFG
45
Lockerman Financial Group
California
$2.34M +$620K +5,989 +36%
ACA
46
Aptus Capital Advisors
Alabama
$2.32M +$690K +6,658 +42%
IA
47
IFP Advisors
Florida
$2.26M +$427K +4,119 +23%
TCA
48
Transcend Capital Advisors
New Jersey
$2.2M +$234K +2,257 +12%
FWP
49
Firethorn Wealth Partners
Georgia
$2.15M +$952K +9,194 +80%
FWM
50
Fingerlakes Wealth Management
New York
$2.07M +$880K +8,497 +74%
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