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

JPMorgan BetaBuilders U.S. Equity ETF logo
$138.83 -1.68 (-1.20%)
Closing price 04:10 PM Eastern
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$138.90 +0.07 (+0.05%)
As of 07:30 PM Eastern
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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)
165
Total
Institutional Inflows
(last 12 months)
$911.68M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$287.46M
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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
10/14/2026Adirondack Trust Co.9,038$1.24M0.4%N/A0.020%
10/14/2026Firethorn Wealth Partners LLC24,749$3.41M1.1%-0.3%0.055%
10/14/2026Salem Investment Counselors Inc.13,423$1.85M0.0%-8.2%0.030%
10/9/2026Emergent Wealth Advisors LLC19,411$2.67M1.4%-1.5%0.043%
10/8/2026Farther Finance Advisors LLC52,224$7.19M0.0%-25.6%0.117%
10/8/2026Gradient Investments LLC130,200$17.91M0.3%N/A0.291%
10/7/2026KFA Private Wealth Group LLC6,816$938K0.2%+14.0%0.015%
10/5/2026Rosenberg Matthew Hamilton72,203$9.93M1.8%+3.4%0.161%
10/5/2026MassMutual Private Wealth & Trust FSB60,344$8.30M0.2%N/A0.135%
9/23/2026Envestnet Portfolio Solutions Inc.18,871$2.54M0.0%+110.6%0.042%
9/23/2026Envestnet Asset Management Inc.2,283,889$307.22M0.0%+11.8%5.098%
9/9/2026Archford Capital Strategies LLC12,304$1.66M0.2%-2.7%0.027%
9/9/2026Capital Analysts LLC4,398$592K0.0%+247.9%0.010%
9/9/2026Integrated Wealth Concepts LLC625,345$83.47M0.5%+11.4%1.396%
9/9/2026NewEdge Advisors LLC36,813$4.91M0.0%-30.3%0.082%
9/9/2026IFP Advisors Inc46,288$6.22M0.1%+18.8%0.103%
9/8/2026Allworth Financial LP7,462$1.01M0.0%+995.7%0.017%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group115,976$14.90M1.5%+16.2%0.259%
9/2/2026Allianz Asset Management GmbH141,100$19.01M0.0%N/A0.315%
9/2/2026Citadel Advisors LLC41,334$5.57M0.0%N/A0.092%
8/27/2026Corient Private Wealth LP117,326$15.81M0.0%N/A0.262%
8/26/2026Brown Financial Advisors4,046$545K0.2%+6.0%0.009%
8/23/2026Kintra Wealth LLC14,778$2.08M0.1%N/A0.033%
8/23/2026Unique Wealth LLC105,559$14.22M1.7%+61.2%0.236%
8/22/2026Hopwood Nicholas Hunter130,148$17.53M4.8%N/A0.291%
8/22/2026Elevation Wealth Management LLC63,807$8.60M6.5%-1.7%0.142%
8/22/2026BAM Wealth Management LLC6,471$872K0.5%-9.1%0.014%
8/21/2026Continuum Advisory LLC1,312$177K0.0%N/A0.003%
8/21/2026Orion Capital Management LLC1,075$145K0.0%N/A0.002%
8/21/2026Emergent Wealth Advisors LLC19,698$2.65M1.4%-0.4%0.044%
8/20/2026First PREMIER Bank61,156$8.24M1.2%N/A0.137%
8/20/2026Nwam LLC8,168$1.10M0.1%N/A0.018%
8/20/2026Strategic Advisors LLC22,173$2.99M0.6%N/A0.049%
8/20/2026BTG Pactual Asset Management US LLC7,529$1.01M0.1%N/A0.017%
8/20/2026M Holdings Securities Inc.59,006$7.95M1.1%N/A0.132%
8/20/2026Oarsman Capital Inc.7,504$1.01M0.1%N/A0.017%
8/20/2026Camelot Portfolios LLC10,807$1.46M1.0%N/A0.024%
8/20/2026RPg Family Wealth Advisory LLC66,311$8.93M1.4%N/A0.148%
7/8/2026Gradient Investments LLC148,653$20.03M0.3%+1.0%0.332%
7/8/2026Archer Investment Management LLC29,765$4.01M1.4%+13.1%0.066%
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7/2/2026MassMutual 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%
5/6/2026Independent 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%
4/22/2026Patriot 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%
4/21/2026Unique Wealth LLC65,473$7.67M1.1%N/A0.146%
4/21/2026Aegis Wealth Management Inc.11,300$1.32M1.0%+15.7%0.025%
4/21/2026Hoxton 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%
4/17/2026AdvisorNet Financial Inc25,085$2.94M0.2%+5.6%0.056%
4/17/2026Brookstone Capital Management3,087$362K0.0%-11.6%0.007%
4/16/2026Triad Wealth Partners LLC38,212$4.48M0.4%+21.2%0.085%
4/16/2026Paladin Wealth LLC5,009$587K0.4%+29.3%0.011%
4/15/2026Nations 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%
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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%


BBUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 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. ($307.22M), 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 221 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), National Mutual Insurance Federation of Agricultural Cooperatives ($1.28M), LPL Financial LLC ($1.26M), Envestnet Asset Management Inc. ($870.11K), and Jones Financial Companies Lllp ($834.66K).

Institutional investors have bought a total of 7,332,457 shares in the last 24 months. This purchase volume represents approximately $911.68M in transactions.

Of the 66 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), Integrated Wealth Concepts LLC ($420.67K), Creative Planning ($112.47K), Bank of America Corp DE ($85.88K), Archford Capital Strategies LLC ($44.87K), WealthPlan Investment Management LLC ($29.13K), and VestGen Advisors LLC ($27.35K).

Institutional investors have sold a total of 2,362,662 shares in the last 24 months. This volume of shares sold represents approximately $287.46M in transactions.



Institutional ownership data for BATS:BBUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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