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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

163 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
27
Increased
72
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$320M
2
Creative Planning
Creative Planning
Kansas
+$89.3M
3
GI
Gradient Investments
Minnesota
+$56.9M
4
LPL Financial
LPL Financial
California
+$41.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$24.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.2M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$11.4M +$281K +2,782 +3%
DWM
27
Drive Wealth Management
Utah
$11.4M +$3.25M +32,187 +40%
FFA
28
Florida Financial Advisors
Florida
$10.7M -$1.17M -11,593 -10%
BCG
29
Bravias Capital Group
New Jersey
$10.5M +$283K +2,805 +3%
Ameriprise
30
Ameriprise
Minnesota
$10.4M -$43.9K -435 -0.4%
5W
31
5T Wealth
California
$9.08M -$685K -6,791 -7%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$8.74M +$335K +3,317 +4%
ACS
33
Archford Capital Strategies
Illinois
$8.66M -$1.4M -13,892 -14%
IWC
34
Integrated Wealth Concepts
Massachusetts
$8.32M +$3.65M +36,155 +78%
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.93M -$24K -238 -0.3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.89M +$3.29M +32,634 +72%
PAG
37
Private Advisor Group
New Jersey
$6.4M -$401K -3,974 -6%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$5.21M +$1.7M +16,877 +48%
TWG
39
The Wealth Group
Minnesota
$4.95M +$4.95M +49,088 New
3IP
40
3Chopt Investment Partners
Virginia
$4.93M +$934K +9,253 +23%
LSPW
41
Lake Street Private Wealth
Illinois
$4.81M +$76.6K +759 +2%
TC
42
TownSquare Capital
Utah
$4.8M +$2.44M +24,171 +103%
WF
43
Wayfinding Financial
Washington
$4.72M +$244K +2,415 +5%
Bank of America
44
Bank of America
North Carolina
$4.38M -$178K -1,768 -4%
EH
45
Equitable Holdings
New York
$4.31M -$710K -7,033 -14%
ACA
46
Aptus Capital Advisors
Alabama
$4.25M +$1.43M +14,130 +51%
AG
47
Ascent Group
Virginia
$4.23M +$283K +2,805 +7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.91M -$2.23M -22,104 -36%
FFA
49
Farther Finance Advisors
California
$3.31M +$811K +8,005 +32%
BFA
50
Brown Financial Advisors
Ohio
$3.19M +$3.19M +31,607 New
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