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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

171 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, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.29%
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
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$166M
2
Osaic Holdings
Osaic Holdings
Arizona
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.5M
4
TWG
The Wealth Group
Minnesota
+$19.2M
5
RSWM
Robertson Stephens Wealth Management
California
+$18.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79M
2
Creative Planning
Creative Planning
Kansas
-$76.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.48M
4
AssetMark Inc
AssetMark Inc
California
-$5.91M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$7.62M +68,045 +132%
BCI
27
Brinker Capital Investments
Pennsylvania
$13.3M -$38.9K -348 -0.3%
Bank of America
28
Bank of America
North Carolina
$12M +$7.15M +63,899 +147%
BCG
29
Bravias Capital Group
New Jersey
$12M +$344K +3,077 +3%
FFA
30
Florida Financial Advisors
Florida
$11.7M -$92K -822 -0.8%
CW
31
CreativeOne Wealth
Kansas
$11.5M -$1.14M -10,161 -9%
5W
32
5T Wealth
California
$11.3M +$1.21M +10,777 +12%
IWC
33
Integrated Wealth Concepts
Massachusetts
$11.2M +$1.95M +17,457 +21%
BOC
34
Blue Oak Capital
California
$11.1M -$2.4M -21,434 -18%
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.73M -$62.2K -556 -0.7%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$8.54M -$1.16M -10,399 -12%
GVAG
37
Great Valley Advisor Group
Delaware
$8.34M +$6.08M +54,320 +269%
Ameriprise
38
Ameriprise
Minnesota
$8.21M -$3.28M -29,293 -29%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$7.85M -$907K -8,104 -10%
MHR
40
Matthew Hamilton Rosenberg
$7.2M +$3.95M +35,275 +121%
ACS
41
Archford Capital Strategies
Illinois
$7.02M -$2.59M -23,149 -27%
PAG
42
Private Advisor Group
New Jersey
$6.32M -$779K -6,962 -11%
ACA
43
Aptus Capital Advisors
Alabama
$6.19M +$1.47M +13,168 +31%
WF
44
Wayfinding Financial
Washington
$5.21M -$137K -1,202 -3%
AG
45
Ascent Group
Virginia
$5.06M +$372K +3,321 +8%
Raymond James Financial
46
Raymond James Financial
Florida
$5.06M +$2.63M +23,483 +108%
LSPW
47
Lake Street Private Wealth
Illinois
$4.95M -$386K -3,446 -7%
VA
48
VestGen Advisors
Illinois
$4.75M +$2.23M +19,545 +89%
3IP
49
3Chopt Investment Partners
Virginia
$4.73M -$738K -6,594 -14%
Goldman Sachs
50
Goldman Sachs
New York
$4.31M +$1.51M +13,511 +54%
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