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JP Morgan BetaBuilders U.S. Equity ETF (BBUS) Institutional Ownership

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$92.40
+1.11 (+1.22%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$428.12M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.75M
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BBUS Institutional Buying and Selling by Quarter

JP Morgan BetaBuilders U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Geneos Wealth Management Inc.3,620$342K0.0%N/A0.011%
5/4/2024Richardson Financial Services Inc.3,583$338K0.2%-28.0%0.011%
5/3/2024TFB Advisors LLC12,546$1.13M0.4%-12.3%0.037%
5/3/2024Whittier Trust Co. of Nevada Inc.6,201$586K0.0%+111.7%0.018%
5/1/2024 Janney Montgomery Scott LLC1,566,681$147.94M0.4%+31.3%4.670%
5/1/2024 Concourse Financial Group Securities Inc.7,995$755K0.0%+41.7%0.024%
4/30/2024 Private Advisor Group LLC33,983$3.21M0.0%-14.6%0.101%
4/30/2024 MN Wealth Advisors LLC269,237$25.42M15.7%+6.9%0.802%
4/30/2024 Perigon Wealth Management LLC306,315$28.93M0.9%N/A0.913%
4/29/2024Commonwealth Equity Services LLC16,590$1.57M0.0%+13.3%0.049%
4/26/2024 Schmidt P J Investment Management Inc.68,197$6.44M1.2%+64.3%0.203%
4/25/2024 Cambridge Investment Research Advisors Inc.321,536$30.36M0.1%+21.6%0.958%
4/24/2024 Private Trust Co. NA6,389$603K0.1%+20.8%0.019%
4/24/2024 Archford Capital Strategies LLC79,423$7.50M1.3%+39.2%0.237%
4/23/2024 Global Retirement Partners LLC3,636$343K0.0%+28.0%0.011%
4/23/2024 Sutton Place Investors LLC10,540$995K0.5%+20.1%0.031%
4/22/2024 Strategic Financial Concepts LLC9,021$852K0.2%N/A0.027%
4/19/2024 Cornerstone Wealth Management LLC606,616$57.28M4.6%-3.1%1.808%
4/19/2024 Lake Street Private Wealth LLC36,768$3.47M0.5%+3.3%0.110%
4/16/2024 Firethorn Wealth Partners LLC11,132$1.05M0.6%+209.1%0.033%
4/16/2024 Lockerman Financial Group Inc.16,798$1.59M3.0%+17.7%0.062%
4/16/2024 Wealth Enhancement Advisory Services LLC9,473$894K0.0%N/A0.035%
4/12/2024 Ignite Planners LLC8,144$768K0.2%+10.3%0.030%
4/11/2024 Security Financial Services INC.19,912$1.88M0.4%+1.6%0.073%
4/10/2024 Park Avenue Securities LLC99,659$9.41M0.1%+31.2%0.366%
4/9/2024 Welch Group LLC2,227$210K0.0%-18.3%0.008%
4/9/2024 Massmutual Trust Co. FSB ADV87,908$8.30M0.3%+0.7%0.323%
3/8/2024ICA Group Wealth Management LLC1,184$102K0.0%N/A0.004%
3/4/2024Richardson Financial Services Inc.4,975$427K0.4%N/A0.018%
2/13/2024Cetera Advisor Networks LLC55,772$4.79M0.0%+36.7%0.205%
2/13/2024Tower Research Capital LLC TRC678$58K0.0%N/A0.002%
2/12/20243Chopt Investment Partners LLC30,500$2.62M1.0%N/A0.112%
2/9/2024Advisory Services Network LLC2,946$253K0.0%N/A0.011%
2/9/2024Orion Portfolio Solutions LLC101,121$8.67M0.1%-1.2%0.372%
2/9/2024 Cambridge Investment Research Advisors Inc.264,323$22.70M0.1%+39.2%0.972%
2/9/2024Tidemark LLC404$35K0.0%N/A0.001%
2/9/2024Assetmark Inc.673,909$57.88M0.2%+19.7%2.478%
2/9/2024CreativeOne Wealth LLC76,399$6.56M0.4%-10.3%0.281%
2/9/2024Gladstone Institutional Advisory LLC4,246$365K0.0%N/A0.016%
2/8/2024 Janney Montgomery Scott LLC1,193,360$102.50M0.3%+44.3%4.387%
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2/8/2024Shared Vision Wealth Group LLC2,702$232K0.2%N/A0.010%
2/7/2024Envestnet Portfolio Solutions Inc.13,864$1.19M0.0%+118.4%0.051%
2/7/2024 Concourse Financial Group Securities Inc.5,644$485K0.0%+65.5%0.021%
2/6/2024Apollon Wealth Management LLC12,221$1.05M0.0%-2.7%0.045%
2/6/2024 Private Advisor Group LLC39,808$3.42M0.0%+76.3%0.146%
2/6/2024Vestmark Advisory Solutions Inc.696,762$59.85M3.0%+22.2%2.562%
2/5/2024Transcend Capital Advisors LLC14,983$1.29M0.1%+13.0%0.055%
1/31/2024Goodman Advisory Group LLC5,453$468K0.2%N/A0.020%
1/29/2024 Schmidt P J Investment Management Inc.41,505$3.66M0.7%+19.7%0.153%
1/29/2024 Sutton Place Investors LLC8,775$754K0.5%+4.2%0.032%
1/26/2024 Fingerlakes Wealth Management Inc.6,339$544K0.6%+25.7%0.023%
1/25/2024 Firethorn Wealth Partners LLC3,601$309K0.2%N/A0.013%
1/24/2024Prime Capital Investment Advisors LLC3,014$259K0.0%+15.0%0.011%
1/24/2024 Allworth Financial LP371$32K0.0%N/A0.001%
1/24/2024 Private Trust Co. NA5,290$454K0.1%+41.6%0.019%
1/19/2024PFG Advisors3,344$287K0.0%+7.6%0.012%
1/18/2024TFB Advisors LLC14,300$1.23M0.6%-14.6%0.053%
1/18/2024 Global Retirement Partners LLC2,841$244K0.0%+278.8%0.010%
1/18/2024 Lockerman Financial Group Inc.14,272$1.23M2.8%+41.4%0.052%
1/17/2024IFG Advisory LLC105,581$9.07M0.7%-25.7%0.388%
1/17/2024 Twin Peaks Wealth Advisors LLC5,717$491K0.3%N/A0.021%
1/16/2024 Raymond James Financial Services Advisors Inc.10,119$869K0.0%N/A0.037%
1/16/2024 Security Financial Services INC.19,605$1.68M0.4%+7.4%0.072%
1/16/2024 Rosenberg Matthew Hamilton9,104$782K0.2%+16.3%0.033%
1/12/2024 Archford Capital Strategies LLC57,068$4.90M0.9%+90.7%0.210%
1/11/2024Whittier Trust Co. of Nevada Inc.2,929$252K0.0%N/A0.011%
1/10/2024 Cornerstone Wealth Management LLC625,885$53.76M4.6%+8.4%2.301%
1/10/2024Financial Network Wealth Management LLC6,029$517K0.2%+14.0%0.022%
1/10/2024Wayfinding Financial LLC29,642$2.55M1.7%+22.6%0.109%
1/9/2024IFP Advisors Inc14,484$1.24M0.1%N/A0.053%
1/9/2024 Ignite Planners LLC7,383$630K0.2%+22.9%0.027%
1/3/2024 Massmutual Trust Co. FSB ADV87,258$7.50M0.3%+8.2%0.321%
11/15/2023Stonebridge Capital Advisors LLC404$31K0.0%N/A0.001%
11/15/2023Integrated Wealth Concepts LLC21,499$1.66M0.0%+9.1%0.079%
11/15/2023JPMorgan Chase & Co.8,463,596$652.38M0.1%+1.2%31.116%
11/13/2023Jacobi Capital Management LLC5,955$459K0.1%N/A0.022%
11/13/2023LPL Financial LLC924,666$71.27M0.0%+19.4%3.400%
11/13/2023TFB Advisors LLC16,743$1.29M1.6%+31.6%0.062%
11/13/2023Envestnet Asset Management Inc.370,216$28.54M0.0%+782.3%1.361%
11/13/2023Envestnet Portfolio Solutions Inc.6,348$489K0.0%N/A0.023%
11/9/2023Prime Capital Investment Advisors LLC2,620$202K0.0%N/A0.010%
11/8/2023HighTower Advisors LLC8,357$643K0.0%-22.5%0.031%
11/8/2023 Janney Montgomery Scott LLC826,858$63.73M0.2%+37.8%3.040%
11/8/2023 Fingerlakes Wealth Management Inc.5,042$389K0.5%+14.1%0.019%
11/7/2023 Security Financial Services INC.18,247$1.41M0.4%+6.7%0.067%
11/7/2023 Cornerstone Wealth Management LLC577,128$44.49M4.2%0.0%2.122%
11/6/2023Vestmark Advisory Solutions Inc.569,959$43.93M3.2%+53.5%2.095%
11/3/2023 Private Advisor Group LLC22,574$1.74M0.0%+47.4%0.083%
11/2/2023Wayfinding Financial LLC24,187$1.86M1.4%-0.7%0.089%
11/1/2023Orion Portfolio Solutions LLC102,332$7.89M0.1%+23.4%0.376%
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11/1/2023Nwam LLC8,259$637K0.1%+13.9%0.030%
10/27/2023Assetmark Inc.563,119$43.41M0.2%+32.5%2.070%
10/27/2023 Archford Capital Strategies LLC29,923$2.31M0.4%N/A0.110%
10/26/2023 Park Avenue Securities LLC54,332$4.19M0.1%N/A0.200%
10/25/2023 Sutton Place Investors LLC8,424$649K0.8%+2.3%0.031%
10/24/2023 Cambridge Investment Research Advisors Inc.189,840$14.63M0.1%+16.3%0.698%
10/23/2023Commonwealth Equity Services LLC12,116$934K0.0%+48.7%0.045%
10/20/2023 Lake Street Financial LLC32,796$2.54M0.5%+14.6%0.121%
10/20/2023 Schmidt P J Investment Management Inc.34,682$2.66M0.6%N/A0.128%
10/20/2023 Lockerman Financial Group Inc.10,092$778K2.1%N/A0.037%
(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, 81 institutional investors and hedge funds held shares of JP Morgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($652.38M), Janney Montgomery Scott LLC ($147.94M), LPL Financial LLC ($71.27M), Vestmark Advisory Solutions Inc. ($59.85M), Assetmark Inc. ($57.88M), Cornerstone Wealth Management LLC ($57.28M), and Cambridge Investment Research Advisors Inc. ($30.36M).Learn more on BBUS's institutional investors.

Which institutional investors have been buying JP Morgan BetaBuilders U.S. Equity ETF stock?

Of the 74 institutional investors that purchased JP Morgan BetaBuilders U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.13M), Janney Montgomery Scott LLC ($1.37M), Vestmark Advisory Solutions Inc. ($532.06K), Envestnet Asset Management Inc. ($334.99K), Perigon Wealth Management LLC ($306.32K), Assetmark Inc. ($248.92K), and LPL Financial LLC ($233.75K).

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

Institutional investors have bought a total of 6,366,852 shares in the last 24 months. This purchase volume represents approximately $509.42M in transactions.

Which JP Morgan BetaBuilders U.S. Equity ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold JP Morgan BetaBuilders U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($140.61K), Assetmark Inc. ($112.17K), Thrivent Financial for Lutherans ($42.89K), Cambridge Investment Research Advisors Inc. ($41.21K), IFG Advisory LLC ($37.48K), Massmutual Trust Co. FSB ADV ($26.45K), and Orion Portfolio Solutions LLC ($24.38K).

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

Institutional investors have sold a total of 527,969 shares in the last 24 months. This volume of shares sold represents approximately $38.46M in transactions.


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This page (BATS:BBUS) was last updated on 5/4/2024 by MarketBeat.com Staff

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