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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
+$166M
2
Osaic Holdings
Osaic Holdings
Arizona
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.5M
4
TWG
The Wealth Group
Minnesota
+$19.2M
5
RSWM
Robertson Stephens Wealth Management
California
+$18.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79M
2
Creative Planning
Creative Planning
Kansas
-$76.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.48M
4
AssetMark Inc
AssetMark Inc
California
-$5.91M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fortis Advisors
Pennsylvania
$230K -$115K -1,030 -33%
Betterment LLC
127
Betterment LLC
New York
$229K -$502K -4,489 -69%
ACM
128
Absolute Capital Management
Pennsylvania
$227K -$20.8K -186 -8%
HA
129
Herold Advisors
New York
$224K – – –
MWM
130
Mascagni Wealth Management
Mississippi
$222K -$117K -1,047 -35%
JC
131
JB Capital
Connecticut
$219K +$219K +1,959 New
WDL
132
Well Done LLC
Michigan
$218K +$218K +1,947 New
FFC
133
Frederick Financial Consultants
Maryland
$211K +$211K +1,887 New
TIM
134
Total Investment Management
Arizona
$198K +$198K +1,765 New
AA
135
Ancora Advisors
Ohio
$180K – – –
Wells Fargo
136
Wells Fargo
California
$157K +$157K +1,404 New
Comerica Bank
137
Comerica Bank
Texas
$141K -$2.69K -24 -2%
SWM
138
Spire Wealth Management
Virginia
$138K +$90.5K +809 +189%
RI
139
Ridgewood Investments
New Jersey
$129K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$105K -$3.92K -35 -4%
LFA
141
LGT Financial Advisors
Texas
$99.2K +$112 +1 +0.1%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$96.6K -$108K -968 -53%
AF
143
Allworth Financial
California
$92K +$15.9K +142 +21%
RF
144
Rossby Financial
Florida
$70K – – –
William Blair & Company
145
William Blair & Company
Illinois
$52.3K +$45.6K +407 +678%
NA
146
NewEdge Advisors
Louisiana
$49.2K +$112 +1 +0.2%
WP
147
WealthShield Partners
North Carolina
$43.4K – – –
HI
148
Harbour Investments
Wisconsin
$37.9K +$112 +1 +0.3%
SAM
149
Smartleaf Asset Management
Massachusetts
$31.7K +$31.7K +285 New
CA
150
CoreCap Advisors
Michigan
$30K +$20.3K +181 +208%
4 5
6
7 8