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

JPMorgan BetaBuilders U.S. Equity ETF logo
$121.18 +15.85 (+15.05%)
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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)
55
Total
Institutional Outflows
(last 12 months)
$281.71M
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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
10/6/2025Gradient Investments LLC95,493$11.52M0.2%-83.6%0.213%
9/4/2025Osaic Holdings Inc.271,521$29.47M0.1%+53.3%0.606%
8/29/2025Total Investment Management Inc.1,765$198K0.0%N/A0.004%
8/27/2025Orion Porfolio Solutions LLC118,942$13.31M0.1%-0.3%0.265%
8/26/2025Thrivent Financial for Lutherans29,344$3.28M0.0%N/A0.066%
8/19/2025Advisory Services Network LLC14,977$1.72M0.0%+5.1%0.033%
8/18/2025Geneos Wealth Management Inc.8,143$911K0.0%+18.4%0.018%
8/15/2025Tower Research Capital LLC TRC 7,856$879K0.0%+167.0%0.018%
8/15/2025Brown Financial Advisors31,109$3.48M1.4%-1.6%0.069%
8/15/2025Equitable Holdings Inc.30,874$3.46M0.0%-27.8%0.069%
8/15/2025Florida Financial Advisors LLC104,893$11.74M3.9%-0.8%0.234%
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%
8/13/2025Cary Street Partners Investment Advisory LLC19,214$2.15M1.0%-6.2%0.043%
8/13/2025Gateway Wealth Partners LLC20,627$2.31M0.4%-25.1%0.046%
8/13/2025Marshall Wace LLP7,059$790K0.0%N/A0.016%
8/13/2025GeoWealth Management LLC21,595$2.42M0.1%-0.9%0.048%
8/13/2025IAG Wealth Partners LLC22,381$2.51M0.3%+4,776.0%0.050%
8/13/2025Twin Peaks Wealth Advisors LLC16,058$1.87M0.6%+2.9%0.036%
8/13/2025WCG Wealth Advisors LLC10,364$1.16M0.1%-3.3%0.023%
8/13/2025VestGen Advisors LLC41,528$4.75M0.2%+88.9%0.093%
8/12/2025J.W. Cole Advisors Inc.8,715$975K0.0%+11.8%0.019%
8/12/2025CreativeOne Wealth LLC102,788$11.50M0.3%-9.0%0.229%
8/12/2025Global Retirement Partners LLC9,297$1.04M0.0%N/A0.021%
8/12/2025Archer Investment Corp2,691$301K0.1%+10.7%0.006%
8/12/2025JPMorgan Chase & Co.3,724,792$416.88M0.0%-15.9%8.314%
8/12/2025Absolute Capital Management LLC2,028$227K0.1%-8.4%0.005%
8/11/2025Semus Wealth Partners LLC5,763$645K0.4%-6.5%0.013%
8/8/2025Cetera Investment Advisers360,284$40.32M0.1%+0.3%0.804%
8/8/2025Creative Planning206,981$23.17M0.0%-76.8%0.462%
8/8/2025Good Life Advisors LLC7,934$888K0.1%+5.4%0.018%
8/7/2025Allworth Financial LP822$92K0.0%+20.9%0.002%
8/7/2025Shared Vision Wealth Group LLC3,501$401K0.2%+16.0%0.008%
8/6/2025Vestmark Advisory Solutions Inc.2,856,818$319.74M4.6%+108.0%6.377%
8/6/2025Mascagni Wealth Management Inc.1,984$222K0.2%-14.9%0.004%
8/6/2025Golden State Wealth Management LLC2,321$260K0.0%+6.8%0.005%
8/5/20255T Wealth LLC100,779$11.28M5.4%+12.0%0.225%
8/5/2025Strategic Financial Concepts LLC4,224$473K0.1%-73.5%0.009%
8/5/2025Frederick Financial Consultants LLC1,887$211K0.1%N/A0.004%
8/4/2025IFG Advisory LLC133,667$14.96M0.8%-25.6%0.298%
8/4/2025Assetmark Inc.465,258$52.07M0.1%-10.2%1.039%
8/4/2025Spire Wealth Management1,236$138K0.0%+189.5%0.003%
8/4/2025World Investment Advisors3,689$413K0.0%-19.9%0.008%
8/1/2025Schmidt P J Investment Management Inc.78,025$8.73M1.5%-0.7%0.174%
8/1/2025Envestnet Asset Management Inc.1,631,843$182.64M0.1%+2.6%3.643%
7/31/2025MN Wealth Advisors LLC226,009$25.30M14.7%-16.5%0.504%
7/30/2025TFB Advisors LLC12,852$1.44M0.4%-9.8%0.029%
7/30/2025Fingerlakes Wealth Management Inc.25,645$2.87M2.1%+11.4%0.057%
7/30/2025Drive Wealth Management LLC132,922$14.88M3.3%+18.1%0.297%
7/29/2025Private Trust Co. NA7,728$865K0.1%-13.1%0.017%
7/29/2025Mattson Financial Services LLC24,680$2.76M0.7%+36.3%0.055%
7/28/2025WealthPlan Investment Management LLC34,573$3.87M0.3%N/A0.077%
7/28/2025Rosenberg Matthew Hamilton64,336$7.20M1.7%+121.4%0.144%
7/28/2025Mutual Advisors LLC4,713$544K0.0%+16.6%0.011%
7/25/2025Atria Wealth Solutions Inc.3,555$398K0.0%+3.7%0.008%
7/25/2025Envestnet Portfolio Solutions Inc.6,195$693K0.0%-11.8%0.014%
7/25/2025Sequoia Financial Advisors LLC2,522$282K0.0%+18.9%0.006%
7/25/2025MGO One Seven LLC32,379$3.62M0.1%N/A0.072%
7/25/2025CWM LLC119,721$13.40M0.0%+131.7%0.267%
7/25/2025Richardson 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%
7/24/2025JB Capital LLC1,959$219K0.0%N/A0.004%
7/24/2025Robertson Stephens Wealth Management LLC441,230$49.38M1.6%+60.1%0.985%
7/24/20253Chopt Investment Partners LLC42,242$4.73M1.1%-13.5%0.094%
7/24/2025IFP Advisors Inc30,219$3.38M0.1%+38.6%0.067%
7/24/2025Blair William & Co. IL467$52K0.0%+678.3%0.001%
7/23/2025Clear Creek Financial Management LLC18,938$2.12M0.2%+12.9%0.042%
7/23/2025Ignite Planners LLC14,793$1.68M0.2%+7.5%0.033%
7/23/2025Fortis Advisors LLC2,053$230K0.1%-33.4%0.005%
7/23/2025Kingswood Wealth Advisors LLC12,666$1.42M0.1%+3.2%0.028%
7/22/2025Sutton Place Investors LLC20,192$2.26M1.4%+1.0%0.045%
7/22/2025Firethorn Wealth Partners LLC25,429$2.85M1.2%+11.1%0.057%
7/21/2025Ascent Group LLC45,248$5.06M0.2%+7.9%0.101%
7/18/2025Lockerman Financial Group Inc.26,442$2.96M4.0%-8.6%0.059%
7/17/2025Janney Montgomery Scott LLC3,120,488$349.25M0.9%-1.5%6.965%
7/17/2025Archford Capital Strategies LLC62,679$7.02M0.9%-27.0%0.140%
7/17/2025Kelly Financial Services LLC4,255$476K0.1%+6.6%0.009%
7/16/2025ORG Partners LLC25,649$2.87M0.6%N/A0.057%
7/16/2025Blue Oak Capital LLC99,537$11.14M5.9%-17.7%0.222%
7/16/2025Owen LaRue LLC4,880$546K0.2%N/A0.011%
7/16/2025Perigon Wealth Management LLC402,511$45.05M1.1%+0.5%0.898%
7/15/2025Well Done LLC1,947$218K0.0%N/A0.004%
7/15/2025Kelly Financial Group LLC486,677$54.47M8.7%+11.3%1.086%
7/14/2025AdvisorNet Financial Inc21,851$2.45M0.2%+15.1%0.049%
7/14/2025Park Avenue Securities LLC206,411$23.10M0.2%-0.4%0.461%
7/11/2025Farther Finance Advisors LLC23,965$2.68M0.1%-26.6%0.053%
7/11/2025Adirondack Trust Co.2,935$328K0.1%+25.3%0.007%
7/10/2025Family Legacy Financial Solutions LLC242$27K0.0%N/A0.001%
7/10/2025Wealth Enhancement Advisory Services LLC6,365$721K0.0%-17.5%0.014%
7/9/2025MassMutual Private Wealth & Trust FSB76,264$8.54M0.2%-12.0%0.170%
7/8/2025Paladin Wealth LLC16,058$1.80M1.4%-11.9%0.036%
(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, 175 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 160 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 15,633,843 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 55 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), Gradient Investments LLC ($486.50K), Assetmark Inc. ($94.00K), MN Wealth Advisors LLC ($71.58K), Janney Montgomery Scott LLC ($48.83K), and Envestnet Portfolio Solutions Inc. ($46.44K).

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

Institutional investors have sold a total of 2,504,152 shares in the last 24 months. This volume of shares sold represents approximately $281.71M in transactions.



This page (BATS:BBUS) was last updated on 10/7/2025 by MarketBeat.com Staff
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