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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 %
SWP
101
Semus Wealth Partners
Florida
$645K -$44.7K -399 -6%
GIA
102
Gladstone Institutional Advisory
Florida
$644K +$783 +7 +0.1%
OL
103
Owen LaRue
Kentucky
$546K +$546K +4,880 New
MA
104
Mutual Advisors
Nebraska
$544K +$77.4K +671 +17%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$544K +$176K +1,576 +48%
GF
106
GGM Financials
Ohio
$488K -$112 -1 -0%
KFS
107
Kelly Financial Services
Massachusetts
$476K +$29.3K +262 +7%
SFC
108
Strategic Financial Concepts
Texas
$473K -$1.31M -11,733 -74%
WIA
109
World Investment Advisors
California
$413K -$102K -914 -20%
SVWG
110
Shared Vision Wealth Group
United States
$401K +$55.2K +482 +16%
AWS
111
Atria Wealth Solutions
New York
$398K +$14.3K +128 +4%
ATC
112
Adirondack Trust Company
New York
$328K +$66.4K +593 +25%
FA
113
Flagstar Advisors
New York
$328K -$8.06K -72 -2%
BPA
114
Beacon Pointe Advisors
California
$301K – – –
AIC
115
Archer Investment Corporation
Indiana
$301K +$29.1K +260 +11%
SFA
116
Sequoia Financial Advisors
Ohio
$282K +$44.9K +401 +19%
CIAS
117
Capital Investment Advisory Services
North Carolina
$272K -$39.8K -356 -13%
GSWM
118
Golden State Wealth Management
California
$260K +$16.6K +148 +7%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$258K – – –
WG
120
Welch Group
Alabama
$249K – – –
Mariner
121
Mariner
Kansas
$248K -$55.4K -495 -18%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$248K +$248K +2,218 New
KPWG
123
KFA Private Wealth Group
Virginia
$248K +$248K +2,212 New
GC
124
Grimes & Company
Massachusetts
$246K +$672 +6 +0.3%
KAS
125
Kestra Advisory Services
Texas
$244K +$336 +3 +0.1%
3 4
5
6 7