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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

163 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
27
Increased
72
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$320M
2
Creative Planning
Creative Planning
Kansas
+$89.3M
3
GI
Gradient Investments
Minnesota
+$56.9M
4
LPL Financial
LPL Financial
California
+$41.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$24.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.2M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$447M +$27.7M +274,777 +7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$320M +$320M +3,169,322 New
LPL Financial
3
LPL Financial
California
$283M +$41.7M +413,121 +17%
Morgan Stanley
4
Morgan Stanley
New York
$163M +$22.1M +219,103 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M +$33.2M +329,160 +26%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$139M +$16.5M +163,892 +14%
Creative Planning
7
Creative Planning
Kansas
$90.1M +$89.3M +885,250 +11,500%
CWM
8
Cornerstone Wealth Management
Missouri
$73M +$1.82M +18,013 +3%
GI
9
Gradient Investments
Minnesota
$56.9M +$56.9M +564,311 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$55.4M +$8.32M +82,447 +18%
AssetMark Inc
11
AssetMark Inc
California
$52.3M +$338K +3,347 +0.7%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$46.7M – – –
KFG
13
Kelly Financial Group
Connecticut
$44.1M +$4.18M +41,444 +10%
PWM
14
Perigon Wealth Management
California
$40.4M +$289K +2,864 +0.7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.2M +$9.19M +91,122 +34%
TWM
16
Tradition Wealth Management
Minnesota
$29.8M +$13.7M +135,763 +85%
RSWM
17
Robertson Stephens Wealth Management
California
$27.8M +$851K +8,433 +3%
MWA
18
MN Wealth Advisors
Kansas
$27.3M -$2.45M -24,289 -8%
PAS
19
Park Avenue Securities
New York
$20.9M +$5.28M +52,346 +34%
IA
20
IFG Advisory
Georgia
$18.1M +$12.3K +122 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$17.9M -$16.4M -162,923 -48%
MML Investors Services
22
MML Investors Services
Massachusetts
$16.6M +$2.73M +27,028 +20%
BOC
23
Blue Oak Capital
California
$12.2M -$156K -1,544 -1%
BCI
24
Brinker Capital Investments
Pennsylvania
$12M -$1.07M -10,584 -8%
OPS
25
Orion Portfolio Solutions
Nebraska
$12M -$1.07M -10,584 -8%
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