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JPMorgan BetaBuilders U.S. Equity ETF (BBUS) Institutional Ownership

JPMorgan BetaBuilders U.S. Equity ETF logo
$116.45 +11.12 (+10.55%)
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$221.69M
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BBUS Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Smartleaf Asset Management LLC285$32K0.0%N/A0.001%
8/15/2025Orion Porfolio Solutions LLC118,942$13.31M0.1%-0.3%0.265%
8/15/2025MML Investors Services LLC170,383$19.07M0.1%+3.5%0.380%
8/15/2025Great Valley Advisor Group Inc.74,533$8.34M0.2%+268.7%0.166%
8/15/2025Bank of America Corp DE107,330$12.01M0.0%+147.1%0.240%
8/15/2025Ameriprise Financial Inc.73,400$8.22M0.0%-28.5%0.164%
8/14/2025Florida Financial Advisors LLC104,893$11.74M8.5%-0.8%0.234%
8/14/2025Jane Street Group LLC18,497$2.07M0.0%N/A0.041%
8/14/2025Raymond James Financial Inc.45,168$5.06M0.0%+108.3%0.101%
8/14/2025Betterment LLC2,049$229K0.0%-68.7%0.005%
8/14/2025Qube Research & Technologies Ltd863$97K0.0%-52.9%0.002%
8/13/2025 Cary Street Partners Investment Advisory LLC19,214$2.15M1.0%-6.2%0.043%
8/13/2025 Gateway Wealth Partners LLC20,627$2.31M0.4%-25.1%0.046%
8/13/2025 Marshall Wace LLP7,059$790K0.0%N/A0.016%
8/13/2025 GeoWealth Management LLC21,595$2.42M0.1%-0.9%0.048%
8/13/2025 IAG Wealth Partners LLC22,381$2.51M0.3%+4,776.0%0.050%
8/13/2025 Twin Peaks Wealth Advisors LLC16,058$1.87M0.6%+2.9%0.036%
8/13/2025 WCG Wealth Advisors LLC10,364$1.16M0.1%-3.3%0.023%
8/13/2025 VestGen Advisors LLC41,528$4.75M0.2%+88.9%0.093%
8/12/2025 J.W. Cole Advisors Inc.8,715$975K0.0%+11.8%0.019%
8/12/2025 CreativeOne Wealth LLC102,788$11.50M0.3%-9.0%0.229%
8/12/2025 Global Retirement Partners LLC9,297$1.04M0.0%N/A0.021%
8/12/2025 Archer Investment Corp2,691$301K0.1%+10.7%0.006%
8/12/2025 JPMorgan Chase & Co.3,724,792$416.88M0.0%-15.9%8.314%
8/12/2025 Absolute Capital Management LLC2,028$227K0.1%-8.4%0.005%
8/11/2025 Semus Wealth Partners LLC5,763$645K0.4%-6.5%0.013%
8/8/2025 Cetera Investment Advisers360,284$40.32M0.1%+0.3%0.804%
8/8/2025 Creative Planning206,981$23.17M0.0%-76.8%0.462%
8/8/2025 Good Life Advisors LLC7,934$888K0.1%+5.4%0.018%
8/7/2025 Allworth Financial LP822$92K0.0%+20.9%0.002%
8/7/2025 Shared Vision Wealth Group LLC3,501$401K0.2%+16.0%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.2,856,818$319.74M4.6%+108.0%6.377%
8/6/2025 Mascagni Wealth Management Inc.1,984$222K0.2%-14.9%0.004%
8/6/2025 Golden State Wealth Management LLC2,321$260K0.0%+6.8%0.005%
8/5/2025 5T Wealth LLC100,779$11.28M5.4%+12.0%0.225%
8/5/2025 Strategic Financial Concepts LLC4,224$473K0.1%-73.5%0.009%
8/5/2025 Frederick Financial Consultants LLC1,887$211K0.1%N/A0.004%
8/4/2025 IFG Advisory LLC133,667$14.96M0.8%-25.6%0.298%
8/4/2025 Assetmark Inc.465,258$52.07M0.1%-10.2%1.039%
8/4/2025 Spire Wealth Management1,236$138K0.0%+189.5%0.003%
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8/4/2025 World Investment Advisors3,689$413K0.0%-19.9%0.008%
8/1/2025 Schmidt P J Investment Management Inc.78,025$8.73M1.5%-0.7%0.174%
8/1/2025 Envestnet Asset Management Inc.1,631,843$182.64M0.1%+2.6%3.643%
7/31/2025 MN Wealth Advisors LLC226,009$25.30M14.7%-16.5%0.504%
7/30/2025 TFB Advisors LLC12,852$1.44M0.4%-9.8%0.029%
7/30/2025 Fingerlakes Wealth Management Inc.25,645$2.87M2.1%+11.4%0.057%
7/30/2025 Drive Wealth Management LLC132,922$14.88M3.3%+18.1%0.297%
7/29/2025 Private Trust Co. NA7,728$865K0.1%-13.1%0.017%
7/29/2025 Mattson Financial Services LLC24,680$2.76M0.7%+36.3%0.055%
7/28/2025 WealthPlan Investment Management LLC34,573$3.87M0.3%N/A0.077%
7/28/2025 Rosenberg Matthew Hamilton64,336$7.20M1.7%+121.4%0.144%
7/28/2025 Mutual Advisors LLC4,713$544K0.0%+16.6%0.011%
7/25/2025 Atria Wealth Solutions Inc.3,555$398K0.0%+3.7%0.008%
7/25/2025 Envestnet Portfolio Solutions Inc.6,195$693K0.0%-11.8%0.014%
7/25/2025 Sequoia Financial Advisors LLC2,522$282K0.0%+18.9%0.006%
7/25/2025 MGO One Seven LLC32,379$3.62M0.1%N/A0.072%
7/25/2025 CWM LLC119,721$13.40M0.0%+131.7%0.267%
7/25/2025 Richardson Financial Services Inc.6,358$711K0.5%+6.7%0.014%
7/24/2025 KFA Private Wealth Group LLC2,212$248K0.1%N/A0.005%
7/24/2025 JB Capital LLC1,959$219K0.0%N/A0.004%
7/24/2025 Robertson Stephens Wealth Management LLC441,230$49.38M1.6%+60.1%0.985%
7/24/2025 3Chopt Investment Partners LLC42,242$4.73M1.1%-13.5%0.094%
7/24/2025 IFP Advisors Inc30,219$3.38M0.1%+38.6%0.067%
7/24/2025 Blair William & Co. IL467$52K0.0%+678.3%0.001%
7/23/2025 Clear Creek Financial Management LLC18,938$2.12M0.2%+12.9%0.042%
7/23/2025 Ignite Planners LLC14,793$1.68M0.2%+7.5%0.033%
7/23/2025 Fortis Advisors LLC2,053$230K0.1%-33.4%0.005%
7/23/2025 Kingswood Wealth Advisors LLC12,666$1.42M0.1%+3.2%0.028%
7/22/2025 Sutton Place Investors LLC20,192$2.26M1.4%+1.0%0.045%
7/22/2025 Firethorn Wealth Partners LLC25,429$2.85M1.2%+11.1%0.057%
7/21/2025 Ascent Group LLC45,248$5.06M0.2%+7.9%0.101%
7/18/2025 Lockerman Financial Group Inc.26,442$2.96M4.0%-8.6%0.059%
7/17/2025 Janney Montgomery Scott LLC3,120,488$349.25M0.9%-1.5%6.965%
7/17/2025 Archford Capital Strategies LLC62,679$7.02M0.9%-27.0%0.140%
7/17/2025 Kelly Financial Services LLC4,255$476K0.1%+6.6%0.009%
7/16/2025 ORG Partners LLC25,649$2.87M0.6%N/A0.057%
7/16/2025 Blue Oak Capital LLC99,537$11.14M5.9%-17.7%0.222%
7/16/2025 Owen LaRue LLC4,880$546K0.2%N/A0.011%
7/16/2025 Perigon Wealth Management LLC402,511$45.05M1.1%+0.5%0.898%
7/15/2025 Well Done LLC1,947$218K0.0%N/A0.004%
7/15/2025 Kelly Financial Group LLC486,677$54.47M8.7%+11.3%1.086%
7/14/2025 AdvisorNet Financial Inc21,851$2.45M0.2%+15.1%0.049%
7/14/2025 Park Avenue Securities LLC206,411$23.10M0.2%-0.4%0.461%
7/11/2025 Farther Finance Advisors LLC23,965$2.68M0.1%-26.6%0.053%
7/11/2025 Adirondack Trust Co.2,935$328K0.1%+25.3%0.007%
7/10/2025 Family Legacy Financial Solutions LLC242$27K0.0%N/A0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC6,365$721K0.0%-17.5%0.014%
7/9/2025 MassMutual Private Wealth & Trust FSB76,264$8.54M0.2%-12.0%0.170%
7/8/2025 Paladin Wealth LLC16,058$1.80M1.4%-11.9%0.036%
7/8/2025 Gradient Investments LLC581,991$65.14M1.2%+3.1%1.299%
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6/6/2025 Blue Oak Capital LLC120,971$12.21M6.7%-1.3%0.271%
5/27/2025 Jacobi Capital Management LLC20,303$2.05M0.2%-40.2%0.047%
5/22/2025 Mattson Financial Services LLC18,109$1.83M0.5%N/A0.042%
5/21/2025Geneos Wealth Management Inc.6,879$694K0.0%+22.9%0.016%
5/21/2025 Schmidt P J Investment Management Inc.78,581$7.93M1.5%-0.3%0.181%
5/16/2025 Ascent Group LLC41,927$4.23M0.2%+7.2%0.097%
5/16/2025Goldman Sachs Group Inc.24,966$2.52M0.0%-43.9%0.056%
5/16/2025 Jones Financial Companies Lllp834,658$84.21M0.1%+249,051.6%1.925%
5/16/2025NewEdge Advisors LLC439$44K0.0%+462.8%0.001%
5/16/2025Integrated Wealth Concepts LLC82,460$8.32M0.1%+78.1%0.190%
(Data available from 1/1/2016 forward)

BBUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBUS shares?

During the previous two years, 172 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($416.88M), Janney Montgomery Scott LLC ($349.25M), Vestmark Advisory Solutions Inc. ($319.74M), LPL Financial LLC ($283.12M), Envestnet Asset Management Inc. ($182.64M), Jones Financial Companies Lllp ($84.21M), and Cornerstone Wealth Management LLC ($73.00M).Learn more on JPMorgan BetaBuilders U.S. Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders U.S. Equity ETF's stock?

Of the 158 institutional investors that purchased JPMorgan BetaBuilders U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($4.67M), Vestmark Advisory Solutions Inc. ($2.08M), JPMorgan Chase & Co. ($1.60M), LPL Financial LLC ($1.37M), Envestnet Asset Management Inc. ($898.39K), Jones Financial Companies Lllp ($834.66K), and Strategic Financial Concepts LLC ($641.84K).

How much institutional buying is happening at JPMorgan BetaBuilders U.S. Equity ETF?

Institutional investors have bought a total of 15,591,302 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Which of JPMorgan BetaBuilders U.S. Equity ETF's major shareholders have been selling company stock?

Of the 52 institutional investors that sold JPMorgan BetaBuilders U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($705.91K), Creative Planning ($685.97K), Assetmark Inc. ($94.00K), MN Wealth Advisors LLC ($71.58K), Janney Montgomery Scott LLC ($48.83K), Envestnet Portfolio Solutions Inc. ($46.44K), and IFG Advisory LLC ($46.05K).

How much institutional selling is happening at JPMorgan BetaBuilders U.S. Equity ETF?

Institutional investors have sold a total of 2,006,387 shares in the last 24 months. This volume of shares sold represents approximately $221.69M in transactions.



This page (BATS:BBUS) was last updated on 8/15/2025 by MarketBeat.com Staff
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