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

JPMorgan BetaBuilders U.S. Equity ETF logo
$133.10 -0.02 (-0.02%)
As of 07/24/2026 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)
162
Total
Institutional Inflows
(last 12 months)
$962.22M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$523.82M
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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
7/8/2026 Gradient Investments LLC148,653$20.03M0.3%+1.0%0.332%
7/8/2026 Archer Investment Management LLC29,765$4.01M1.4%+13.1%0.066%
7/2/2026 MassMutual Private Wealth & Trust FSB68,195$9.19M0.2%-8.7%0.152%
6/3/2026NewEdge Advisors LLC52,815$6.19M0.0%-2.8%0.118%
5/19/2026NewEdge Advisors LLC52,372$6.14M0.1%-3.6%0.117%
5/19/2026Bank of America Corp DE21,346$2.50M0.0%-7.0%0.048%
5/19/2026Arkadios Wealth Advisors14,999$1.76M0.0%+255.2%0.033%
5/18/2026Royal Bank of Canada81,268$9.52M0.0%+16.8%0.181%
5/15/2026Gateway Wealth Partners LLC44,536$5.22M0.2%+140.6%0.099%
5/14/2026Ascension Capital Advisors Inc.6,170$723K0.2%N/A0.014%
5/13/2026Cetera Investment Advisers530,183$62.13M0.1%+5.5%1.183%
5/7/2026Florida Financial Advisors LLC102,439$12.00M2.9%+5.1%0.229%
5/6/2026Cornerstone Planning Group LLC596$70K0.0%N/A0.001%
5/6/2026Assetmark Inc.570,248$66.82M0.1%+2.7%1.273%
5/6/2026 Independent Financial Group LLC5,478$642K0.0%N/A0.012%
5/5/2026Bank of New York Mellon Corp4,198$492K0.0%+28.7%0.009%
5/5/2026Geneos Wealth Management Inc.10,525$1.23M0.0%-6.5%0.023%
5/5/2026Sanctuary Advisors LLC2,553$299K0.0%-19.4%0.006%
5/4/2026Principal Financial Group Inc.2,235$262K0.0%-72.4%0.005%
5/2/2026Diversify Wealth Management LLC12,282$1.58M0.0%-21.7%0.027%
5/1/2026Fifth Third Bancorp1,297$152K0.0%N/A0.003%
4/30/2026Kestra Advisory Services LLC7,053$827K0.0%+191.3%0.016%
4/30/2026IAG Wealth Partners LLC19,939$2.34M0.3%+3.7%0.045%
4/28/2026Ascentis Independent Advisors40,975$4.80M0.4%N/A0.091%
4/28/2026Bravias Capital Group LLC113,668$13.32M8.7%+0.9%0.254%
4/27/2026World Investment Advisors6,239$731K0.0%+5.7%0.014%
4/27/2026Private Advisor Group LLC101,307$11.87M0.1%+24.3%0.226%
4/24/2026Root Financial Partners LLC1,418$166K0.0%N/A0.003%
4/24/2026Semus Wealth Partners LLC5,601$656K0.4%+3.2%0.013%
4/23/20263Chopt 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%
4/22/2026Goodman Advisory Group LLC7,411$868K0.2%+58.7%0.017%
4/21/2026Sequent 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%
4/20/2026KFA Private Wealth Group LLC5,949$697K0.2%+92.0%0.013%
4/18/2026Integrated 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%
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4/16/2026Triad 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%
3/17/2026Rockefeller Capital Management L.P.10,042$1.24M0.0%-42.2%0.022%
3/13/2026World Investment Advisors5,901$728K0.0%+53.8%0.013%
2/19/2026Birchwood Financial Partners Inc.1,683$207K0.2%N/A0.004%
2/18/2026NewEdge Advisors LLC54,341$6.70M0.0%+876.0%0.121%
2/18/2026VestGen Advisors LLC14,515$1.79M0.1%-65.3%0.032%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.277,288$34.29M0.2%N/A0.619%
2/17/2026Cetera Investment Advisers502,777$62.00M0.1%+14.9%1.122%
2/17/2026Equitable Holdings Inc.40,088$4.94M0.0%+2.1%0.089%
2/17/2026GeoWealth Management LLC19,150$2.36M0.1%+1.9%0.043%
2/17/2026Osaic Holdings Inc.253,469$31.26M0.0%-8.8%0.566%
2/17/2026Advisory Services Network LLC11,265$1.39M0.0%+4.3%0.025%
2/17/2026Private Advisor Group LLC81,531$10.05M0.0%+82.8%0.182%
2/17/2026&PARTNERS1,682$207K0.0%N/A0.004%
2/17/2026Blair William & Co. IL1,140$141K0.0%+144.1%0.003%
2/17/2026Royal Bank of Canada69,606$8.58M0.0%-18.7%0.155%
2/16/2026MML Investors Services LLC214,277$26.42M0.1%+13.0%0.478%
2/16/2026Arax Advisory Partners463$57K0.0%N/A0.001%
2/16/2026Aptus Capital Advisors LLC67,609$8.34M0.1%+9.6%0.151%
2/13/2026Jacobi Capital Management LLC21,343$2.63M0.2%-2.0%0.048%
2/13/2026CreativeOne Wealth LLC103,113$12.72M0.3%+3.3%0.230%
2/13/2026Williams Jones Wealth Management LLC.1,868$230K0.0%N/A0.004%
2/13/2026Stifel Financial Corp5,724$706K0.0%N/A0.013%
2/13/2026Bank of Nova Scotia59,750$7.37M0.0%+450.2%0.133%
2/13/2026Safe Harbor Wealth Advisors LLC5,858$719K0.7%N/A0.013%
2/13/2026Morgan Stanley2,861,481$352.85M0.0%+25.5%6.387%
2/13/2026Arkadios Wealth Advisors4,223$521K0.0%-13.8%0.009%
2/13/2026Integrated 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%
2/13/2026Wells Fargo & Company MN1,859$229K0.0%-5.8%0.004%
2/13/2026Quadrant Capital Group LLC1,099$136K0.0%N/A0.002%
2/12/2026Rossby Financial LCC391$48K0.0%-37.4%0.001%
2/12/2026Elevation Wealth Management LLC63,796$7.87M7.5%N/A0.142%
2/12/2026Orion Porfolio Solutions LLC136,245$16.80M0.1%+11.9%0.304%
2/12/2026Commonwealth Equity Services LLC77,728$9.59M0.0%+463.1%0.174%
2/12/2026Renaissance Technologies LLC8,200$1.01M0.0%-52.0%0.018%
2/12/2026Olde Wealth Management LLC9,825$1.21M0.4%+6.3%0.022%
2/12/2026Wayfinding Financial LLC51,031$6.29M2.7%+2.6%0.114%
2/12/2026 IFC & Insurance Marketing Inc.394$49K0.0%N/A0.001%
2/12/2026Alpha Advisors LLC VA76,940$9.49M7.3%-2.2%0.172%
2/12/2026Betterment LLC1,806$223K0.0%+7.1%0.004%
2/12/2026Great Valley Advisor Group Inc.92,591$11.42M0.2%+8.4%0.207%
2/12/2026Absolute Capital Management LLC2,731$337K0.1%+4.8%0.006%
2/11/2026Gateway 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%
2/11/2026Janney Montgomery Scott LLC3,382,109$417.05M1.0%+2.8%7.549%
2/11/2026Goodman Advisory Group LLC4,670$576K0.1%-7.9%0.010%
2/11/2026LPL Financial LLC3,102,383$382.56M0.1%+4.5%6.925%
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2/11/2026O Shaughnessy Asset Management LLC530$65K0.0%+177.5%0.001%
2/11/2026JPMorgan Chase & Co.4,386,866$540.95M0.0%+3.3%9.792%
2/11/2026Tradition Wealth Management LLC357,570$44.09M3.2%+6.1%0.798%
2/11/2026Mascagni Wealth Management Inc.1,677$207K0.2%-6.0%0.004%
2/11/2026Shared 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%
2/10/2026Goldman Sachs Group Inc.53,430$6.59M0.0%+3.6%0.119%
2/10/2026IAG Wealth Partners LLC19,223$2.37M0.3%-10.0%0.043%
2/10/20263Chopt Investment Partners LLC48,366$5.96M1.3%+4.5%0.108%
2/10/2026Twin Peaks Wealth Advisors LLC15,765$1.97M0.6%+3.3%0.035%


BBUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 221 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 208 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 8,054,905 shares in the last 24 months. This purchase volume represents approximately $962.22M in transactions.

Of the 79 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 4,447,379 shares in the last 24 months. This volume of shares sold represents approximately $523.82M in transactions.


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This page (BATS:BBUS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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