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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 %
MHR
51
Matthew Hamilton Rosenberg
$2.93M +$164K +1,630 +6%
LFG
52
Lockerman Financial Group
California
$2.92M +$641K +6,349 +28%
GWP
53
Gateway Wealth Partners
Wisconsin
$2.78M +$675K +6,691 +32%
Goldman Sachs
54
Goldman Sachs
New York
$2.52M -$1.97M -19,553 -44%
FWM
55
Fingerlakes Wealth Management
New York
$2.32M +$92.1K +913 +4%
FWP
56
Firethorn Wealth Partners
Georgia
$2.31M +$186K +1,845 +9%
VA
57
VestGen Advisors
Illinois
$2.22M +$2.22M +21,983 New
IA
58
IFP Advisors
Florida
$2.2M +$6.96K +69 +0.3%
GM
59
GeoWealth Management
Illinois
$2.2M -$41K -406 -2%
Raymond James Financial
60
Raymond James Financial
Florida
$2.19M -$24.1M -238,872 -92%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$2.07M +$167K +1,659 +9%
JCM
62
Jacobi Capital Management
Pennsylvania
$2.05M -$1.38M -13,645 -40%
GVAG
63
Great Valley Advisor Group
Delaware
$2.04M +$2.04M +20,213 New
SPI
64
Sutton Place Investors
New York
$2.02M +$111K +1,096 +6%
AF
65
Advisornet Financial
Minnesota
$1.91M +$9.08K +90 +0.5%
HWA
66
HMV Wealth Advisors
Louisiana
$1.87M – – –
PW
67
Paladin Wealth
Minnesota
$1.84M +$1.84M +18,225 New
MFS
68
Mattson Financial Services
Michigan
$1.83M +$1.83M +18,109 New
CCFM
69
Clear Creek Financial Management
Washington
$1.69M +$1.69M +16,770 New
GWM
70
Geneos Wealth Management
Colorado
$1.68M +$1.12M +11,077 +198%
SFC
71
Strategic Financial Concepts
Texas
$1.61M +$201K +1,993 +14%
TPWA
72
Twin Peaks Wealth Advisors
California
$1.52M +$239K +2,459 +19%
ASN
73
Advisory Services Network
Georgia
$1.44M +$120K +1,188 +9%
TA
74
TFB Advisors
Kansas
$1.44M +$34.8K +345 +2%
IP
75
Ignite Planners
California
$1.39M +$295K +2,925 +27%
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