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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 %
JCM
51
Jacobi Capital Management
Pennsylvania
$822K 9,573 +3,618 +61%
MHR
52
Matthew Hamilton Rosenberg
$782K 9,104 +1,279 +16%
CA
53
Cetera Advisors
Colorado
$778K 9,061 +2,451 +37%
SPI
54
Sutton Place Investors
New York
$754K 8,775 +351 +4%
IP
55
Ignite Planners
California
$630K 7,383 +1,374 +23%
FWM
56
Fingerlakes Wealth Management
New York
$544K 6,339 +1,297 +26%
FNWM
57
Financial Network Wealth Management
Utah
$517K 6,029 +741 +14%
TPWA
58
Twin Peaks Wealth Advisors
California
$491K 5,717 +5,717 New
CFGS
59
Concourse Financial Group Securities
Alabama
$485K 5,644 +2,233 +65%
GAG
60
Goodman Advisory Group
Massachusetts
$468K 5,453 +5,453 New
PTC
61
Private Trust Company
Ohio
$454K 5,290 +1,553 +42%
RFS
62
Richardson Financial Services
Massachusetts
$427K 4,975 +4,975 New
GIA
63
Gladstone Institutional Advisory
Florida
$365K 4,246 +4,246 New
MA
64
Mutual Advisors
Nebraska
$347K 4,042 -10 -0.2%
FWP
65
Firethorn Wealth Partners
Georgia
$309K 3,601 +3,601 New
PA
66
PFG Advisors
Arizona
$287K 3,344 +236 +8%
AWS
67
Atria Wealth Solutions
New York
$267K 3,104 +4 +0.1%
PCIA
68
Prime Capital Investment Advisors
Kansas
$259K 3,014 +394 +15%
ASN
69
Advisory Services Network
Georgia
$253K 2,946 +2,946 New
WTC
70
WhitTier Trust Company
Nevada
$252K 2,929 +2,929 New
GRP
71
Global Retirement Partners
California
$244K 2,841 +2,091 +279%
HA
72
Herold Advisors
New York
$236K 2,750 – –
WG
73
Welch Group
Alabama
$234K 2,727 – –
SVWG
74
Shared Vision Wealth Group
United States
$232K 2,702 +2,702 New
Betterment LLC
75
Betterment LLC
New York
$226K 2,636 +2,636 New
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3
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