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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 %
WG
101
Welch Group
Alabama
$231K – – –
KAS
102
Kestra Advisory Services
Texas
$228K +$228K +2,197 New
Wealthfront Advisers
103
Wealthfront Advisers
California
$214K -$121K -1,166 -36%
HA
104
Herold Advisors
New York
$207K -$77.7K -750 -27%
MC
105
Moors & Cabot
Massachusetts
$206K +$206K +1,986 New
Comerica Bank
106
Comerica Bank
Texas
$131K -$2.9K -28 -2%
RI
107
Ridgewood Investments
New Jersey
$119K – – –
UBS Group
108
UBS Group
Switzerland
$114K +$114K +1,097 New
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$106K +$39.8K +384 +60%
LFA
110
LGT Financial Advisors
Texas
$70.9K +$3.52K +34 +5%
AF
111
Allworth Financial
California
$70.7K +$3.01K +29 +4%
Wells Fargo
112
Wells Fargo
California
$55.4K -$10.5K -101 -16%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$53.3K -$49.6K -479 -48%
IWP
114
IAG Wealth Partners
Wisconsin
$47K – – –
WP
115
WealthShield Partners
North Carolina
$40.2K – – –
HI
116
Harbour Investments
Wisconsin
$35K +$103 +1 +0.3%
SWM
117
Spire Wealth Management
Virginia
$22.6K +$932 +9 +4%
CTWM
118
Cherry Tree Wealth Management
Minnesota
$21.5K +$21.5K +208 New
WB
119
Webster Bank
Connecticut
$19.9K – – –
FCAS
120
First Command Advisory Services
Texas
$18K -$518 -5 -3%
SIS
121
Sound Income Strategies
Florida
$17.8K – – –
JFA
122
JNBA Financial Advisors
Minnesota
$14.1K – – –
EWA
123
EverSource Wealth Advisors
Alabama
$13.3K – – –
VAMG
124
Voisard Asset Management Group
Michigan
$12.4K +$12.4K +120 New
PB
125
Pinnacle Bancorp
Nebraska
$11.7K +$11.7K +113 New
2 3 4
5
6