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

$136.23 +2.60 (+1.95%)

As of 12:57 PM Eastern

Number of Institutional Buyers (last 12 months): 166
Total Institutional Inflows (last 12 months): $1.01B

Number of Institutional Sellers (last 12 months): 86
Total Institutional Outflows (last 12 months): $537.22M

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BBUS Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	52,815	$6.19M	0.0%	-2.8%	0.118%
5/19/2026	NewEdge Advisors LLC	52,372	$6.14M	0.1%	-3.6%	0.117%
5/19/2026	Bank of America Corp DE	21,346	$2.50M	0.0%	-7.0%	0.048%
5/19/2026	Arkadios Wealth Advisors	14,999	$1.76M	0.0%	+255.2%	0.033%
5/18/2026	Royal Bank of Canada	81,268	$9.52M	0.0%	+16.8%	0.181%
5/15/2026	Gateway Wealth Partners LLC	44,536	$5.22M	0.2%	+140.6%	0.099%
5/14/2026	Ascension Capital Advisors Inc.	6,170	$723K	0.2%	N/A	0.014%
5/13/2026	Cetera Investment Advisers	530,183	$62.13M	0.1%	+5.5%	1.183%
5/7/2026	Florida Financial Advisors LLC	102,439	$12.00M	2.9%	+5.1%	0.229%
5/6/2026	Cornerstone Planning Group LLC	596	$70K	0.0%	N/A	0.001%
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5/6/2026	Assetmark Inc.	570,248	$66.82M	0.1%	+2.7%	1.273%
5/6/2026	Independent Financial Group LLC	5,478	$642K	0.0%	N/A	0.012%
5/5/2026	Bank of New York Mellon Corp	4,198	$492K	0.0%	+28.7%	0.009%
5/5/2026	Geneos Wealth Management Inc.	10,525	$1.23M	0.0%	-6.5%	0.023%
5/5/2026	Sanctuary Advisors LLC	2,553	$299K	0.0%	-19.4%	0.006%
5/4/2026	Principal Financial Group Inc.	2,235	$262K	0.0%	-72.4%	0.005%
5/2/2026	Diversify Wealth Management LLC	12,282	$1.58M	0.0%	-21.7%	0.027%
5/1/2026	Fifth Third Bancorp	1,297	$152K	0.0%	N/A	0.003%
4/30/2026	Kestra Advisory Services LLC	7,053	$827K	0.0%	+191.3%	0.016%
4/30/2026	IAG Wealth Partners LLC	19,939	$2.34M	0.3%	+3.7%	0.045%
4/28/2026	Ascentis Independent Advisors	40,975	$4.80M	0.4%	N/A	0.091%
4/28/2026	Bravias Capital Group LLC	113,668	$13.32M	8.7%	+0.9%	0.254%
4/27/2026	World Investment Advisors	6,239	$731K	0.0%	+5.7%	0.014%
4/27/2026	Private Advisor Group LLC	101,307	$11.87M	0.1%	+24.3%	0.226%
4/24/2026	Root Financial Partners LLC	1,418	$166K	0.0%	N/A	0.003%
4/24/2026	Semus Wealth Partners LLC	5,601	$656K	0.4%	+3.2%	0.013%
4/23/2026	3Chopt Investment Partners LLC	49,292	$5.78M	1.3%	+1.9%	0.110%
4/22/2026	Patriot Financial Group Insurance Agency LLC	3,572	$419K	0.0%	+100.0%	0.008%
4/22/2026	Goodman Advisory Group LLC	7,411	$868K	0.2%	+58.7%	0.017%
4/21/2026	Sequent Planning LLC	5,481	$642K	0.2%	+29.8%	0.012%
4/21/2026	Unique Wealth LLC	65,473	$7.67M	1.1%	N/A	0.146%
4/21/2026	Aegis Wealth Management Inc.	11,300	$1.32M	1.0%	+15.7%	0.025%
4/21/2026	Hoxton Planning & Management LLC	11,286	$1.32M	0.4%	+42.3%	0.025%
4/20/2026	KFA Private Wealth Group LLC	5,949	$697K	0.2%	+92.0%	0.013%
4/18/2026	Integrated Capital Management LLC	1,718	$201K	0.1%	N/A	0.004%
4/17/2026	AdvisorNet Financial Inc	25,085	$2.94M	0.2%	+5.6%	0.056%
4/17/2026	Brookstone Capital Management	3,087	$362K	0.0%	-11.6%	0.007%
4/16/2026	Triad Wealth Partners LLC	38,212	$4.48M	0.4%	+21.2%	0.085%
4/16/2026	Paladin Wealth LLC	5,009	$587K	0.4%	+29.3%	0.011%
4/15/2026	Nations Financial Group Inc. IA ADV	13,163	$1.54M	0.1%	-3.5%	0.029%
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3/17/2026	Rockefeller Capital Management L.P.	10,042	$1.24M	0.0%	-42.2%	0.022%
3/13/2026	World Investment Advisors	5,901	$728K	0.0%	+53.8%	0.013%
2/19/2026	Birchwood Financial Partners Inc.	1,683	$207K	0.2%	N/A	0.004%
2/18/2026	NewEdge Advisors LLC	54,341	$6.70M	0.0%	+876.0%	0.121%
2/18/2026	VestGen Advisors LLC	14,515	$1.79M	0.1%	-65.3%	0.032%
2/18/2026	Banco Bilbao Vizcaya Argentaria S.A.	277,288	$34.29M	0.2%	N/A	0.619%
2/17/2026	Cetera Investment Advisers	502,777	$62.00M	0.1%	+14.9%	1.122%
2/17/2026	Equitable Holdings Inc.	40,088	$4.94M	0.0%	+2.1%	0.089%
2/17/2026	GeoWealth Management LLC	19,150	$2.36M	0.1%	+1.9%	0.043%
2/17/2026	Osaic Holdings Inc.	253,469	$31.26M	0.0%	-8.8%	0.566%
2/17/2026	Advisory Services Network LLC	11,265	$1.39M	0.0%	+4.3%	0.025%
2/17/2026	Private Advisor Group LLC	81,531	$10.05M	0.0%	+82.8%	0.182%
2/17/2026	&PARTNERS	1,682	$207K	0.0%	N/A	0.004%
2/17/2026	Blair William & Co. IL	1,140	$141K	0.0%	+144.1%	0.003%
2/17/2026	Royal Bank of Canada	69,606	$8.58M	0.0%	-18.7%	0.155%
2/16/2026	MML Investors Services LLC	214,277	$26.42M	0.1%	+13.0%	0.478%
2/16/2026	Arax Advisory Partners	463	$57K	0.0%	N/A	0.001%
2/16/2026	Aptus Capital Advisors LLC	67,609	$8.34M	0.1%	+9.6%	0.151%
2/13/2026	Jacobi Capital Management LLC	21,343	$2.63M	0.2%	-2.0%	0.048%
2/13/2026	CreativeOne Wealth LLC	103,113	$12.72M	0.3%	+3.3%	0.230%
2/13/2026	Williams Jones Wealth Management LLC.	1,868	$230K	0.0%	N/A	0.004%
2/13/2026	Stifel Financial Corp	5,724	$706K	0.0%	N/A	0.013%
2/13/2026	Bank of Nova Scotia	59,750	$7.37M	0.0%	+450.2%	0.133%
2/13/2026	Safe Harbor Wealth Advisors LLC	5,858	$719K	0.7%	N/A	0.013%
2/13/2026	Morgan Stanley	2,861,481	$352.85M	0.0%	+25.5%	6.387%
2/13/2026	Arkadios Wealth Advisors	4,223	$521K	0.0%	-13.8%	0.009%
2/13/2026	Integrated Wealth Concepts LLC	93,829	$11.57M	0.1%	-81.8%	0.209%
2/13/2026	Golden State Wealth Management LLC	86,204	$10.63M	1.1%	+3.3%	0.192%
2/13/2026	Wells Fargo & Company MN	1,859	$229K	0.0%	-5.8%	0.004%
2/13/2026	Quadrant Capital Group LLC	1,099	$136K	0.0%	N/A	0.002%
2/12/2026	Rossby Financial LCC	391	$48K	0.0%	-37.4%	0.001%
2/12/2026	Elevation Wealth Management LLC	63,796	$7.87M	7.5%	N/A	0.142%
2/12/2026	Orion Porfolio Solutions LLC	136,245	$16.80M	0.1%	+11.9%	0.304%
2/12/2026	Commonwealth Equity Services LLC	77,728	$9.59M	0.0%	+463.1%	0.174%
2/12/2026	Renaissance Technologies LLC	8,200	$1.01M	0.0%	-52.0%	0.018%
2/12/2026	Olde Wealth Management LLC	9,825	$1.21M	0.4%	+6.3%	0.022%
2/12/2026	Wayfinding Financial LLC	51,031	$6.29M	2.7%	+2.6%	0.114%
2/12/2026	IFC & Insurance Marketing Inc.	394	$49K	0.0%	N/A	0.001%
2/12/2026	Alpha Advisors LLC VA	76,940	$9.49M	7.3%	-2.2%	0.172%
2/12/2026	Betterment LLC	1,806	$223K	0.0%	+7.1%	0.004%
2/12/2026	Great Valley Advisor Group Inc.	92,591	$11.42M	0.2%	+8.4%	0.207%
2/12/2026	Absolute Capital Management LLC	2,731	$337K	0.1%	+4.8%	0.006%
2/11/2026	Gateway Wealth Partners LLC	18,514	$2.28M	0.3%	+15.3%	0.041%
2/11/2026	Hoxton Planning & Management LLC	7,932	$978K	0.3%	-4.4%	0.018%
2/11/2026	Janney Montgomery Scott LLC	3,382,109	$417.05M	1.0%	+2.8%	7.549%
2/11/2026	Goodman Advisory Group LLC	4,670	$576K	0.1%	-7.9%	0.010%
2/11/2026	LPL Financial LLC	3,102,383	$382.56M	0.1%	+4.5%	6.925%
2/11/2026	O Shaughnessy Asset Management LLC	530	$65K	0.0%	+177.5%	0.001%
2/11/2026	JPMorgan Chase & Co.	4,386,866	$540.95M	0.0%	+3.3%	9.792%
2/11/2026	Tradition Wealth Management LLC	357,570	$44.09M	3.2%	+6.1%	0.798%
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2/11/2026	Mascagni Wealth Management Inc.	1,677	$207K	0.2%	-6.0%	0.004%
2/11/2026	Shared Vision Wealth Group LLC	2,910	$364K	0.1%	-12.0%	0.006%
2/11/2026	J.W. Cole Advisors Inc.	10,823	$1.34M	0.0%	+15.3%	0.024%
2/10/2026	Goldman Sachs Group Inc.	53,430	$6.59M	0.0%	+3.6%	0.119%
2/10/2026	IAG Wealth Partners LLC	19,223	$2.37M	0.3%	-10.0%	0.043%
2/10/2026	3Chopt Investment Partners LLC	48,366	$5.96M	1.3%	+4.5%	0.108%
2/10/2026	Twin Peaks Wealth Advisors LLC	15,765	$1.97M	0.6%	+3.3%	0.035%
2/10/2026	Florida Financial Advisors LLC	97,430	$12.01M	3.3%	+1.6%	0.217%
2/10/2026	Hazlett Burt & Watson Inc.	488	$60K	0.0%	N/A	0.001%
2/10/2026	Northwestern Mutual Wealth Management Co.	3,077	$379K	0.0%	+261.2%	0.007%

BBUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 222 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($540.95M), Janney Montgomery Scott LLC ($417.05M), LPL Financial LLC ($382.56M), Morgan Stanley ($352.85M), Envestnet Asset Management Inc. ($216.91M), Vestmark Advisory Solutions Inc. ($210.64M), and National Mutual Insurance Federation of Agricultural Cooperatives ($157.22M).Learn more on JPMorgan BetaBuilders U.S. Equity ETF's institutional investors.

Of the 209 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 ($3.96M), JPMorgan Chase & Co. ($2.69M), Vestmark Advisory Solutions Inc. ($1.95M), LPL Financial LLC ($1.35M), National Mutual Insurance Federation of Agricultural Cooperatives ($1.28M), Jones Financial Companies Lllp ($834.66K), and Envestnet Asset Management Inc. ($735.99K).

Institutional investors have bought a total of 8,445,155 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 86 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: Vestmark Advisory Solutions Inc. ($1.35M), Creative Planning ($798.44K), JPMorgan Chase & Co. ($705.91K), Gradient Investments LLC ($486.50K), Integrated Wealth Concepts LLC ($420.67K), Bank of America Corp DE ($85.88K), and IFG Advisory LLC ($68.08K).

Institutional investors have sold a total of 4,568,726 shares in the last 24 months. This volume of shares sold represents approximately $537.22M in transactions.

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This page (BATS:BBUS) was last updated on 6/15/2026 by MarketBeat.com Staff.

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

BBUS Institutional Buying and Selling by Quarter

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

BBUS Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

BBUS Institutional Buying and Selling by Quarter

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

BBUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBUS shares?

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

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

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

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

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