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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
$384M
2
LPL Financial
LPL Financial
California
$230M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$261M
4
KIG
Kowal Investment Group
Wisconsin
$51.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$317K
2
JCM
Jacobi Capital Management
Pennsylvania
$3.61M
3
GS
GTS Securities
New York
$0
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$384M +$80.8M +779,783 +27%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$261M +$55.2M +533,266 +27%
LPL Financial
3
LPL Financial
California
$230M +$55.5M +536,068 +32%
Morgan Stanley
4
Morgan Stanley
New York
$138M +$6.67M +64,352 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$121M +$31M +299,724 +35%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$114M +$12.6M +122,093 +12%
CWM
7
Cornerstone Wealth Management
Missouri
$70.2M +$3.03M +29,228 +5%
AssetMark Inc
8
AssetMark Inc
California
$57.6M +$9.29M +89,669 +19%
KIG
9
Kowal Investment Group
Wisconsin
$51.3M +$51.3M +495,546 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$50.6M +$12.6M +122,065 +33%
PWM
11
Perigon Wealth Management
California
$37.9M +$3.42M +33,043 +10%
MWA
12
MN Wealth Advisors
Kansas
$30.8M +$2.4M +23,170 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$26.2M +$4.11M +39,656 +19%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.9M +$11.9M +114,808 +99%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$22.6M +$5.29M +51,043 +31%
RSWM
16
Robertson Stephens Wealth Management
California
$20.4M +$20.4M +196,861 New
IA
17
IFG Advisory
Georgia
$17.1M +$5.48M +52,909 +47%
PAS
18
Park Avenue Securities
New York
$14.4M +$3.42M +32,978 +31%
MML Investors Services
19
MML Investors Services
Massachusetts
$13.6M +$4.08M +39,425 +43%
TWM
20
Tradition Wealth Management
Minnesota
$13.2M +$701K +6,769 +6%
BCI
21
Brinker Capital Investments
Pennsylvania
$13.2M +$750K +7,245 +6%
OPS
22
Orion Portfolio Solutions
Nebraska
$13.2M +$750K +7,245 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$12.2M -$99.8K -964 -0.8%
FFA
24
Florida Financial Advisors
Florida
$12M +$477K +4,604 +4%
CW
25
CreativeOne Wealth
Kansas
$11.9M +$3.31M +31,974 +39%
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