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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

122 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
59
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$195M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
TWM
3
Tradition Wealth Management
Minnesota
$11.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$85.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.68M
5
IA
5
IFG Advisory
Georgia
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M 2,929,002 -4,711,539 -62%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$195M 1,989,888 +423,207 +27%
LPL Financial
3
LPL Financial
California
$165M 1,679,655 +92,079 +6%
Morgan Stanley
4
Morgan Stanley
New York
$124M 1,265,455 +151,285 +14%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$96.2M 980,225 +87,720 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$85.2M 868,165 +106,181 +14%
CWM
7
Cornerstone Wealth Management
Missouri
$63.6M 648,223 +41,607 +7%
AssetMark Inc
8
AssetMark Inc
California
$45.7M 466,244 -16,262 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$36M 366,867 +45,331 +14%
PWM
10
Perigon Wealth Management
California
$32.7M 333,052 +26,737 +9%
MWA
11
MN Wealth Advisors
Kansas
$26.9M 274,419 +5,182 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.9M 212,819 +30,424 +17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$16.4M 167,297 +28,023 +20%
TWM
14
Tradition Wealth Management
Minnesota
$11.9M 120,905 +120,905 New
BCI
15
Brinker Capital Investments
Pennsylvania
$11.8M 120,041 +9,565 +9%
OPS
16
Orion Portfolio Solutions
Nebraska
$11.8M 120,041 +9,565 +9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$11.7M 118,829 +887 +0.8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M 115,611 +105,534 +1,047%
IA
19
IFG Advisory
Georgia
$11M 111,861 -24,775 -18%
FFA
20
Florida Financial Advisors
Florida
$10.9M 111,235 +6,156 +6%
PAS
21
Park Avenue Securities
New York
$10.4M 106,218 +6,559 +7%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.03M 92,051 +14,570 +19%
CW
23
CreativeOne Wealth
Kansas
$8.1M 82,560 -6,290 -7%
ACS
24
Archford Capital Strategies
Illinois
$8.07M 82,224 +2,801 +4%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$7.94M 80,926 -6,982 -8%
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