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

JPMorgan BetaBuilders U.S. Equity ETF logo
$139.49 +1.47 (+1.07%)
As of 04:10 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)
162
Total
Institutional Inflows
(last 12 months)
$850.08M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$343.15M
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group115,976$14.90M1.5%+16.2%0.259%
9/2/2026 Allianz Asset Management GmbH141,100$19.01M0.0%N/A0.315%
9/2/2026 Citadel Advisors LLC41,334$5.57M0.0%N/A0.092%
8/27/2026 Corient Private Wealth LP117,326$15.81M0.0%N/A0.262%
8/26/2026 Brown Financial Advisors4,046$545K0.2%+6.0%0.009%
8/23/2026 Kintra Wealth LLC14,778$2.08M0.1%N/A0.033%
8/23/2026 Unique Wealth LLC105,559$14.22M1.7%+61.2%0.236%
8/22/2026 Hopwood Nicholas Hunter130,148$17.53M4.8%N/A0.291%
8/22/2026 Elevation Wealth Management LLC63,807$8.60M6.5%-1.7%0.142%
8/22/2026 BAM Wealth Management LLC6,471$872K0.5%-9.1%0.014%
8/21/2026 Continuum Advisory LLC1,312$177K0.0%N/A0.003%
8/21/2026 Orion Capital Management LLC1,075$145K0.0%N/A0.002%
8/21/2026 Emergent Wealth Advisors LLC19,698$2.65M1.4%-0.4%0.044%
8/20/2026 First PREMIER Bank61,156$8.24M1.2%N/A0.137%
8/20/2026 Nwam LLC8,168$1.10M0.1%N/A0.018%
8/20/2026 Strategic Advisors LLC22,173$2.99M0.6%N/A0.049%
8/20/2026 BTG Pactual Asset Management US LLC7,529$1.01M0.1%N/A0.017%
8/20/2026 M Holdings Securities Inc.59,006$7.95M1.1%N/A0.132%
8/20/2026 Oarsman Capital Inc.7,504$1.01M0.1%N/A0.017%
8/20/2026 Camelot Portfolios LLC10,807$1.46M1.0%N/A0.024%
8/20/2026 RPg Family Wealth Advisory LLC66,311$8.93M1.4%N/A0.148%
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%
6/3/2026 NewEdge Advisors LLC52,815$6.19M0.0%-2.8%0.118%
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%
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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%
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%
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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%


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. ($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 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), Jones Financial Companies Lllp ($834.66K), and Envestnet Asset Management Inc. ($629.81K).

Institutional investors have bought a total of 6,896,118 shares in the last 24 months. This purchase volume represents approximately $850.08M in transactions.

Of the 67 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), Gradient Investments LLC ($486.50K), Integrated Wealth Concepts LLC ($420.67K), Creative Planning ($112.47K), Bank of America Corp DE ($85.88K), Archford Capital Strategies LLC ($44.52K), and WealthPlan Investment Management LLC ($29.13K).

Institutional investors have sold a total of 2,828,652 shares in the last 24 months. This volume of shares sold represents approximately $343.15M in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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