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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 %
FLFS
151
Family Legacy Financial Solutions
North Carolina
$27.1K +$27.1K +242 New
CTWM
152
Cherry Tree Wealth Management
Minnesota
$23.3K – – –
WB
153
Webster Bank
Connecticut
$21.5K – – –
AAS
154
Ameritas Advisory Services
Nebraska
$21.4K +$21.4K +191 New
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$21.3K -$251K -2,240 -92%
SIS
156
Sound Income Strategies
Florida
$19.3K – – –
JFA
157
JNBA Financial Advisors
Minnesota
$15.2K – – –
SS
158
SBI Securities
Japan
$14.8K +$5.48K +49 +59%
EWA
159
EverSource Wealth Advisors
Alabama
$14.5K – – –
RAM
160
Riggs Asset Management
Pennsylvania
$12.4K – – –
UBS Group
161
UBS Group
Switzerland
$11.9K +$11.2K +100 +1,667%
WCM
162
WealthTrak Capital Management
Virginia
$7.05K -$5.71K -51 -45%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.6K +$5.6K +50 New
AWM
164
AE Wealth Management
Kansas
$4.81K -$8.51K -76 -64%
BOJHT
165
Bank of Jackson Hole Trust
Wyoming
$3.69K – – –
RIL
166
Rothschild Investment LLC
Illinois
$2.46K – – –
SIC
167
Salem Investment Counselors
North Carolina
$1.57K – – –
Russell Investments Group
168
Russell Investments Group
United Kingdom
$1.12K – – –
PA
169
Pineridge Advisors
Missouri
$1.01K +$1.01K +9 New
CFD
170
Creative Financial Designs
Indiana
$1.01K +$1.01K +9 New
HHGA
171
Halbert Hargrove Global Advisors
California
$896 -$112 -1 -11%
TC
172
TownSquare Capital
Utah
– -$4.8M -47,543 Closed
HWA
173
HMV Wealth Advisors
Louisiana
– -$1.87M -18,551 Closed
GAG
174
Goodman Advisory Group
Massachusetts
– -$1.29M -12,812 Closed
GS
175
GTS Securities
New York
– -$917K -9,094 Closed
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