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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
$320M
2
Osaic Holdings
Osaic Holdings
Arizona
$44.4M
3
Morgan Stanley
Morgan Stanley
New York
$201M
4
TWG
The Wealth Group
Minnesota
$24.7M
5
RSWM
Robertson Stephens Wealth Management
California
$49.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$417M
2
Creative Planning
Creative Planning
Kansas
$23.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$54M
4
AssetMark Inc
AssetMark Inc
California
$52.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
51
WealthPlan Investment Management
Nebraska
$3.87M +$3.87M +34,573 New
MOS
52
MGO One Seven
Ohio
$3.62M +$3.62M +32,379 New
BFA
53
Brown Financial Advisors
Ohio
$3.48M -$55.7K -498 -2%
EH
54
Equitable Holdings
New York
$3.46M -$1.33M -11,859 -28%
IA
55
IFP Advisors
Florida
$3.38M +$942K +8,415 +39%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$3.28M +$3.28M +29,344 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$3.28M -$1.06M -9,429 -24%
LFG
58
Lockerman Financial Group
California
$2.96M -$277K -2,476 -9%
FWM
59
Fingerlakes Wealth Management
New York
$2.87M +$293K +2,622 +11%
OP
60
ORG Partners
Indiana
$2.87M +$2.87M +25,649 New
JCM
61
Jacobi Capital Management
Pennsylvania
$2.86M +$590K +5,275 +26%
FWP
62
Firethorn Wealth Partners
Georgia
$2.85M +$284K +2,537 +11%
MFS
63
Mattson Financial Services
Michigan
$2.76M +$735K +6,571 +36%
FFA
64
Farther Finance Advisors
California
$2.68M -$973K -8,692 -27%
IWP
65
IAG Wealth Partners
Wisconsin
$2.5M +$2.45M +21,922 +4,776%
AF
66
Advisornet Financial
Minnesota
$2.45M +$321K +2,870 +15%
GM
67
GeoWealth Management
Illinois
$2.42M -$22.2K -198 -0.9%
GWP
68
Gateway Wealth Partners
Wisconsin
$2.31M -$775K -6,928 -25%
SPI
69
Sutton Place Investors
New York
$2.26M +$22.8K +204 +1%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$2.15M -$141K -1,263 -6%
CCFM
71
Clear Creek Financial Management
Washington
$2.12M +$243K +2,168 +13%
Jane Street
72
Jane Street
New York
$2.07M +$2.07M +18,497 New
TPWA
73
Twin Peaks Wealth Advisors
California
$1.87M +$52.5K +451 +3%
PW
74
Paladin Wealth
Minnesota
$1.8M -$243K -2,167 -12%
ASN
75
Advisory Services Network
Georgia
$1.72M +$82.7K +722 +5%
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