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

JPMorgan BetaBuilders U.S. Equity ETF logo
$134.38 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

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)
$538.57M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 NewEdge Advisors LLC52,372$6.14M0.1%-3.6%0.117%
5/19/2026 Bank of America Corp DE21,346$2.50M0.0%-7.0%0.048%
5/19/2026 Arkadios Wealth Advisors14,999$1.76M0.0%+255.2%0.033%
5/18/2026 Royal Bank of Canada81,268$9.52M0.0%+16.8%0.181%
5/15/2026 Gateway Wealth Partners LLC44,536$5.22M0.2%+140.6%0.099%
5/14/2026 Ascension Capital Advisors Inc.6,170$723K0.2%N/A0.014%
5/13/2026 Cetera Investment Advisers530,183$62.13M0.1%+5.5%1.183%
5/7/2026 Florida Financial Advisors LLC102,439$12.00M2.9%+5.1%0.229%
5/6/2026 Cornerstone Planning Group LLC596$70K0.0%N/A0.001%
5/6/2026 Assetmark Inc.570,248$66.82M0.1%+2.7%1.273%
5/6/2026 Independent Financial Group LLC5,478$642K0.0%N/A0.012%
5/5/2026 Bank of New York Mellon Corp4,198$492K0.0%+28.7%0.009%
5/5/2026 Geneos Wealth Management Inc.10,525$1.23M0.0%-6.5%0.023%
5/5/2026 Sanctuary Advisors LLC2,553$299K0.0%-19.4%0.006%
5/4/2026 Principal Financial Group Inc.2,235$262K0.0%-72.4%0.005%
5/2/2026 Diversify Wealth Management LLC12,282$1.58M0.0%-21.7%0.027%
5/1/2026 Fifth Third Bancorp1,297$152K0.0%N/A0.003%
4/30/2026 Kestra Advisory Services LLC7,053$827K0.0%+191.3%0.016%
4/30/2026 IAG Wealth Partners LLC19,939$2.34M0.3%+3.7%0.045%
4/28/2026 Ascentis Independent Advisors40,975$4.80M0.4%N/A0.091%
4/28/2026 Bravias Capital Group LLC113,668$13.32M8.7%+0.9%0.254%
4/27/2026 World Investment Advisors6,239$731K0.0%+5.7%0.014%
4/27/2026 Private Advisor Group LLC101,307$11.87M0.1%+24.3%0.226%
4/24/2026 Root Financial Partners LLC1,418$166K0.0%N/A0.003%
4/24/2026 Semus Wealth Partners LLC5,601$656K0.4%+3.2%0.013%
4/23/2026 3Chopt Investment Partners LLC49,292$5.78M1.3%+1.9%0.110%
4/22/2026 Patriot Financial Group Insurance Agency LLC3,572$419K0.0%+100.0%0.008%
4/22/2026 Goodman Advisory Group LLC7,411$868K0.2%+58.7%0.017%
4/21/2026 Sequent Planning LLC5,481$642K0.2%+29.8%0.012%
4/21/2026 Unique Wealth LLC65,473$7.67M1.1%N/A0.146%
4/21/2026 Aegis Wealth Management Inc.11,300$1.32M1.0%+15.7%0.025%
4/21/2026 Hoxton Planning & Management LLC11,286$1.32M0.4%+42.3%0.025%
4/20/2026 KFA Private Wealth Group LLC5,949$697K0.2%+92.0%0.013%
4/18/2026 Integrated Capital Management LLC1,718$201K0.1%N/A0.004%
4/17/2026 AdvisorNet Financial Inc25,085$2.94M0.2%+5.6%0.056%
4/17/2026 Brookstone Capital Management3,087$362K0.0%-11.6%0.007%
4/16/2026 Triad Wealth Partners LLC38,212$4.48M0.4%+21.2%0.085%
4/16/2026 Paladin Wealth LLC5,009$587K0.4%+29.3%0.011%
4/15/2026 Nations Financial Group Inc. IA ADV13,163$1.54M0.1%-3.5%0.029%
3/17/2026 Rockefeller Capital Management L.P.10,042$1.24M0.0%-42.2%0.022%
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3/13/2026 World Investment Advisors5,901$728K0.0%+53.8%0.013%
2/19/2026 Birchwood Financial Partners Inc.1,683$207K0.2%N/A0.004%
2/18/2026 NewEdge Advisors LLC54,341$6.70M0.0%+876.0%0.121%
2/18/2026 VestGen Advisors LLC14,515$1.79M0.1%-65.3%0.032%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.277,288$34.29M0.2%N/A0.619%
2/17/2026 Cetera Investment Advisers502,777$62.00M0.1%+14.9%1.122%
2/17/2026 Equitable Holdings Inc.40,088$4.94M0.0%+2.1%0.089%
2/17/2026 GeoWealth Management LLC19,150$2.36M0.1%+1.9%0.043%
2/17/2026 Osaic Holdings Inc.253,469$31.26M0.0%-8.8%0.566%
2/17/2026 Advisory Services Network LLC11,265$1.39M0.0%+4.3%0.025%
2/17/2026 Private Advisor Group LLC81,531$10.05M0.0%+82.8%0.182%
2/17/2026 &PARTNERS1,682$207K0.0%N/A0.004%
2/17/2026 Blair William & Co. IL1,140$141K0.0%+144.1%0.003%
2/17/2026 Royal Bank of Canada69,606$8.58M0.0%-18.7%0.155%
2/16/2026 MML Investors Services LLC214,277$26.42M0.1%+13.0%0.478%
2/16/2026 Arax Advisory Partners463$57K0.0%N/A0.001%
2/16/2026 Aptus Capital Advisors LLC67,609$8.34M0.1%+9.6%0.151%
2/13/2026 Jacobi Capital Management LLC21,343$2.63M0.2%-2.0%0.048%
2/13/2026 CreativeOne Wealth LLC103,113$12.72M0.3%+3.3%0.230%
2/13/2026 Williams Jones Wealth Management LLC.1,868$230K0.0%N/A0.004%
2/13/2026 Stifel Financial Corp5,724$706K0.0%N/A0.013%
2/13/2026 Bank of Nova Scotia59,750$7.37M0.0%+450.2%0.133%
2/13/2026Safe Harbor Wealth Advisors LLC5,858$719K0.7%N/A0.013%
2/13/2026 Morgan Stanley2,861,481$352.85M0.0%+25.5%6.387%
2/13/2026 Arkadios Wealth Advisors4,223$521K0.0%-13.8%0.009%
2/13/2026 Integrated Wealth Concepts LLC93,829$11.57M0.1%-81.8%0.209%
2/13/2026 Golden State Wealth Management LLC86,204$10.63M1.1%+3.3%0.192%
2/13/2026 Wells Fargo & Company MN1,859$229K0.0%-5.8%0.004%
2/13/2026 Quadrant Capital Group LLC1,099$136K0.0%N/A0.002%
2/12/2026 Rossby Financial LCC391$48K0.0%-37.4%0.001%
2/12/2026 Elevation Wealth Management LLC63,796$7.87M7.5%N/A0.142%
2/12/2026 Orion Porfolio Solutions LLC136,245$16.80M0.1%+11.9%0.304%
2/12/2026 Commonwealth Equity Services LLC77,728$9.59M0.0%+463.1%0.174%
2/12/2026 Renaissance Technologies LLC8,200$1.01M0.0%-52.0%0.018%
2/12/2026 Olde Wealth Management LLC9,825$1.21M0.4%+6.3%0.022%
2/12/2026 Wayfinding Financial LLC51,031$6.29M2.7%+2.6%0.114%
2/12/2026 IFC & Insurance Marketing Inc.394$49K0.0%N/A0.001%
2/12/2026 Alpha Advisors LLC VA76,940$9.49M7.3%-2.2%0.172%
2/12/2026 Betterment LLC1,806$223K0.0%+7.1%0.004%
2/12/2026 Great Valley Advisor Group Inc.92,591$11.42M0.2%+8.4%0.207%
2/12/2026 Absolute Capital Management LLC2,731$337K0.1%+4.8%0.006%
2/11/2026 Gateway Wealth Partners LLC18,514$2.28M0.3%+15.3%0.041%
2/11/2026 Hoxton Planning & Management LLC7,932$978K0.3%-4.4%0.018%
2/11/2026 Janney Montgomery Scott LLC3,382,109$417.05M1.0%+2.8%7.549%
2/11/2026 Goodman Advisory Group LLC4,670$576K0.1%-7.9%0.010%
2/11/2026 LPL Financial LLC3,102,383$382.56M0.1%+4.5%6.925%
2/11/2026 O Shaughnessy Asset Management LLC530$65K0.0%+177.5%0.001%
2/11/2026 JPMorgan Chase & Co.4,386,866$540.95M0.0%+3.3%9.792%
2/11/2026 Tradition Wealth Management LLC357,570$44.09M3.2%+6.1%0.798%
2/11/2026 Mascagni Wealth Management Inc.1,677$207K0.2%-6.0%0.004%
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2/11/2026 Shared Vision Wealth Group LLC2,910$364K0.1%-12.0%0.006%
2/11/2026 J.W. Cole Advisors Inc.10,823$1.34M0.0%+15.3%0.024%
2/10/2026 Goldman Sachs Group Inc.53,430$6.59M0.0%+3.6%0.119%
2/10/2026 IAG Wealth Partners LLC19,223$2.37M0.3%-10.0%0.043%
2/10/2026 3Chopt Investment Partners LLC48,366$5.96M1.3%+4.5%0.108%
2/10/2026 Twin Peaks Wealth Advisors LLC15,765$1.97M0.6%+3.3%0.035%
2/10/2026 Florida Financial Advisors LLC97,430$12.01M3.3%+1.6%0.217%
2/10/2026 Hazlett Burt & Watson Inc.488$60K0.0%N/A0.001%
2/10/2026 Northwestern Mutual Wealth Management Co.3,077$379K0.0%+261.2%0.007%
2/10/2026 IFG Advisory LLC112,811$13.91M0.6%-16.3%0.252%


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 4,582,389 shares in the last 24 months. This volume of shares sold represents approximately $538.57M in transactions.


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This page (BATS:BBUS) was last updated on 5/26/2026 by MarketBeat.com Staff.
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