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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

133 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
75
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.8M
2
LPL Financial
LPL Financial
California
+$55.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$55.2M
4
KIG
Kowal Investment Group
Wisconsin
+$51.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$26.2M
2
JCM
Jacobi Capital Management
Pennsylvania
-$2.06M
3
GS
GTS Securities
New York
-$1.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.62M
5
TRCT
Tower Research Capital (TRC)
New York
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Semus Wealth Partners
Florida
$620K +$80.7K +779 +15%
WTC
77
WhitTier Trust Company
Nevada
$618K – – –
NJIM
78
Nabity-Jensen Investment Management
Nebraska
$607K – – –
Vanguard Group
79
Vanguard Group
Pennsylvania
$585K +$63.8K +616 +12%
GIA
80
Gladstone Institutional Advisory
Florida
$568K -$23.7K -229 -4%
GWM
81
Geneos Wealth Management
Colorado
$535K +$3.32K +32 +0.6%
ASN
82
Advisory Services Network
Georgia
$473K – – –
MA
83
Mutual Advisors
Nebraska
$423K – – –
GRP
84
Global Retirement Partners
California
$377K +$58.9K +569 +19%
AIA
85
Alera Investment Advisors
Illinois
$368K +$1.86K +18 +0.5%
FA
86
Fortis Advisors
Pennsylvania
$360K +$360K +3,477 New
AWS
87
Atria Wealth Solutions
New York
$354K +$32.5K +314 +10%
RFS
88
Richardson Financial Services
Massachusetts
$347K – – –
JC
89
JB Capital
Connecticut
$325K +$325K +3,138 New
SFC
90
Strategic Financial Concepts
Texas
$317K -$26.2M -253,176 -99%
Northern Trust
91
Northern Trust
Illinois
$313K – – –
ZIM
92
Zacks Investment Management
Illinois
$310K +$310K +2,990 New
WIA
93
World Investment Advisors
California
$290K +$290K +2,801 New
SVWG
94
Shared Vision Wealth Group
United States
$277K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$275K +$66.2K +639 +32%
PA
96
PFG Advisors
Arizona
$263K +$26.5K +256 +11%
FAM
97
Family Asset Management
South Carolina
$262K +$49.5K +478 +23%
AIC
98
Archer Investment Corporation
Indiana
$250K – – –
Bank of New York Mellon
99
Bank of New York Mellon
New York
$238K +$104 +1 +0%
FA
100
Flagstar Advisors
New York
$235K +$235K +2,268 New
2 3
4
5 6