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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

48 hedge funds and large institutions have $769M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+14
Holders Change %
+41.18%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
18
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$44.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$515M
3
AssetMark Inc
3
AssetMark Inc
California
$48.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.9M
5
5L
5
55I LLC
Massachusetts
$31.7M

Top Sellers

1
BWM
1
BCGM Wealth Management
Indiana
$5.63M
2
TPWM
2
Twelve Points Wealth Management
Massachusetts
$0
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$11.5M
4
UBS Group
4
UBS Group
Switzerland
$0
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$515M 6,299,399 +384,079 +6%
AssetMark Inc
2
AssetMark Inc
California
$48.6M 593,703 +184,502 +45%
CWM
3
Cornerstone Wealth Management
Missouri
$44.2M 539,717 +539,717 New
Morgan Stanley
4
Morgan Stanley
New York
$37.9M 463,025 +133,483 +41%
5L
5
55I LLC
Massachusetts
$31.7M 387,607 +121,219 +46%
IA
6
Integrity Advisory
Kansas
$16.5M 201,789 +201,789 New
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$11.5M 140,841 -976 -0.7%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$10.4M 126,878 +46,254 +57%
LPL Financial
9
LPL Financial
California
$9.84M 120,283 +109,694 +1,036%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$9.8M 119,771 +119,771 New
BWM
11
BCGM Wealth Management
Indiana
$5.63M 75,739 -119,146 -61%
SWM
12
SFG Wealth Management
Maryland
$4.26M 52,057 +18,314 +54%
OPS
13
Orion Portfolio Solutions
Nebraska
$3.77M 46,101 +46,101 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.63M 76,004 +10,205 +16%
FTUS
15
Flow Traders U.S.
New York
$3.12M 38,150 +34,156 +855%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.21M 27,002 +6,178 +30%
SFS
17
Security Financial Services
Indiana
$1.82M 22,286 +2,476 +12%
AG
18
Ascent Group
Virginia
$1.56M 19,100 +4,974 +35%
TCA
19
Transcend Capital Advisors
New Jersey
$1.3M 15,923 +8,631 +118%
HighTower Advisors
20
HighTower Advisors
Illinois
$652K 7,983 +2,611 +49%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$574K 7,013 +4,417 +170%
NL
22
NWAM LLC
Washington
$560K 6,843 +6,843 New
LSPW
23
Lake Street Private Wealth
Illinois
$478K 5,840 +5,840 New
CBFP
24
Cedar Brook Financial Partners
Ohio
$385K 4,708 +1,389 +42%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$314K 3,838 +3,838 New
1
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