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

JP Morgan BetaBuilders U.S. Equity ETF logo
$109.17 +3.84 (+3.64%)
As of 03:59 PM Eastern
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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)
91
Total
Institutional Inflows
(last 12 months)
$551.22M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$24.64M
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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
1/21/2025Archford Capital Strategies LLC99,720$10.56M1.6%+14.3%0.292%
1/21/2025Grimes & Company Inc.2,188$232K0.0%N/A0.006%
1/21/2025Geneos Wealth Management Inc.5,596$593K0.0%+8.4%0.016%
1/21/2025Firethorn Wealth Partners LLC21,047$2.23M1.1%+1.5%0.062%
1/21/2025Cornerstone Wealth Management LLC705,569$74.73M5.0%+4.2%2.069%
1/17/2025 Adirondack Trust Co.516$55K0.0%N/A0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB83,346$8.83M0.2%-6.0%0.244%
1/16/2025 Kelly Financial Services LLC3,339$354K0.1%N/A0.010%
1/15/2025 Lake Street Private Wealth LLC46,900$4.97M0.8%+11.4%0.138%
1/14/2025 Park Avenue Securities LLC154,938$16.41M0.2%+11.3%0.454%
1/14/2025 Ignite Planners LLC10,833$1.16M0.3%+3.4%0.032%
1/14/2025 Rosenberg Matthew Hamilton27,431$2.91M0.8%+12.0%0.080%
1/13/2025 AdvisorNet Financial Inc18,891$2.00M0.2%N/A0.055%
1/10/2025 Wealth Enhancement Advisory Services LLC9,936$1.03M0.0%+7.4%0.029%
12/26/2024JPMorgan Chase & Co.3,708,785$384.16M0.0%+26.6%10.876%
12/13/2024B. Riley Wealth Advisors Inc.8,832$907K0.0%+37.3%0.026%
11/25/2024World Investment Advisors LLC2,801$290K0.0%N/A0.008%
11/15/2024Goodman Advisory Group LLC10,756$1.11M0.3%-1.0%0.032%
11/15/20243Chopt Investment Partners LLC32,663$3.38M1.2%+14.3%0.096%
11/15/2024 Nabity Jensen Investment Management Inc5,857$607K0.5%N/A0.017%
11/15/2024MML Investors Services LLC131,476$13.62M0.0%+42.8%0.386%
11/15/2024Orion Portfolio Solutions LLC127,286$13.18M0.3%+6.0%0.373%
11/15/2024Zacks Investment Management2,990$310K0.0%N/A0.009%
11/15/2024Integrated Wealth Concepts LLC46,655$4.83M0.1%+11.6%0.137%
11/15/2024HighTower Advisors LLC8,913$923K0.0%+12.9%0.026%
11/15/2024Ascent Group LLC40,045$4.15M0.3%+1.4%0.117%
11/14/2024Tradition Wealth Management LLC127,674$13.22M1.2%+5.6%0.374%
11/14/2024CreativeOne Wealth LLC114,534$11.86M0.4%+38.7%0.336%
11/13/2024Townsquare Capital LLC10,385$1.08M0.0%N/A0.030%
11/13/2024FMR LLC2,654$275K0.0%+31.7%0.008%
11/13/2024Private Trust Co. NA8,087$838K0.1%+28.9%0.024%
11/12/2024Flagstar Advisors Inc.2,268$235K0.1%N/A0.007%
11/12/2024Nwam LLC16,040$1.66M0.1%N/A0.047%
11/9/2024LPL Financial LLC2,215,723$229.51M0.1%+31.9%6.498%
11/8/2024Moors & Cabot Inc.1,986$206K0.0%N/A0.006%
11/7/2024 Fortis Advisors LLC3,477$360K0.2%+167.7%0.010%
11/7/2024Semus Wealth Partners LLC5,985$620K0.4%+15.0%0.018%
11/7/2024Drive Wealth Management LLC10,221$1.06M0.3%N/A0.030%
11/7/2024Thrivent Financial for Lutherans117,865$12.21M0.0%-0.8%0.346%
11/5/2024Aptus Capital Advisors LLC22,371$2.32M0.0%+42.4%0.066%
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11/1/2024Assetmark Inc.555,913$57.58M0.2%+19.2%1.630%
10/31/2024TFB Advisors LLC13,849$1.43M0.4%+22.4%0.041%
10/31/2024JB Capital LLC3,138$325K0.0%N/A0.009%
10/31/2024Family Asset Management LLC2,527$262K0.2%+23.3%0.007%
10/29/2024 Janney Montgomery Scott LLC2,523,154$261.35M0.7%+26.8%7.399%
10/29/2024Farther Finance Advisors LLC33,145$3.43M0.1%+123.9%0.097%
10/28/2024Gladstone Institutional Advisory LLC5,483$568K0.0%-4.0%0.016%
10/28/2024 Rosenberg Matthew Hamilton24,495$2.54M0.7%+38.2%0.072%
10/25/2024Twin Peaks Wealth Advisors LLC7,092$735K0.3%+14.0%0.021%
10/25/2024Gateway Wealth Partners LLC18,020$1.87M0.5%-24.8%0.053%
10/24/2024 Wealth Enhancement Advisory Services LLC9,253$958K0.0%-4.4%0.027%
10/23/2024Schmidt P J Investment Management Inc.76,284$7.90M1.4%+6.5%0.224%
10/22/2024 Lake Street Private Wealth LLC42,086$4.36M0.7%+18.5%0.123%
10/22/2024Private Advisor Group LLC57,906$6.00M0.0%+70.6%0.170%
10/16/2024Global Retirement Partners LLC3,639$377K0.0%+18.5%0.011%
10/16/2024Good Life Advisors LLC6,935$718K0.0%+20.4%0.020%
10/16/2024Perigon Wealth Management LLC366,095$37.92M1.0%+9.9%1.074%
10/16/2024Kowal Investment Group LLC495,546$51.33M9.4%N/A1.453%
10/16/2024Cornerstone Wealth Management LLC677,451$70.17M4.9%+4.5%1.987%
10/16/2024Firethorn Wealth Partners LLC20,743$2.15M1.1%+79.6%0.061%
10/16/2024MN Wealth Advisors LLC297,589$30.82M17.6%+8.4%0.873%
10/15/2024 Lockerman Financial Group Inc.22,591$2.34M4.0%+36.1%0.066%
10/10/2024Concourse Financial Group Securities Inc.12,810$1.33M0.1%+49.4%0.038%
10/8/2024CWM LLC31,068$3.22M0.0%+46,270.1%0.091%
10/8/2024 Ignite Planners LLC10,474$1.09M0.2%+12.0%0.031%
10/3/2024 Park Avenue Securities LLC139,196$14.42M0.2%+31.0%0.408%
10/2/2024 Massmutual Trust Co. FSB ADV88,659$9.18M0.3%+9.6%0.260%
8/22/2024Cetera Investment Advisers167,297$16.42M0.0%+20.1%0.491%
8/22/20243Chopt Investment Partners LLC28,587$2.81M0.9%-7.3%0.084%
8/19/2024B. Riley Wealth Advisors Inc.6,434$631K0.0%N/A0.019%
8/16/2024Gateway Wealth Partners LLC23,978$2.35M0.7%+28.6%0.070%
8/16/2024Northwestern Mutual Wealth Management Co.994$98K0.0%+291.3%0.003%
8/16/2024Ascent Group LLC39,496$3.88M0.3%+5.5%0.116%
8/16/2024Goodman Advisory Group LLC10,865$1.07M0.3%+155.9%0.032%
8/13/2024Thrivent Financial for Lutherans118,829$11.66M0.0%+0.8%0.348%
8/9/2024Renaissance Technologies LLC8,400$824K0.0%N/A0.025%
8/8/2024Envestnet Asset Management Inc.868,165$85.18M0.0%+13.9%2.546%
8/8/2024Fingerlakes Wealth Management Inc.11,516$1.13M1.0%+67.5%0.034%
8/8/2024LPL Financial LLC1,679,655$164.81M0.1%+5.8%4.926%
8/6/2024Strategic Financial Concepts LLC256,235$251K0.0%+2,740.4%0.751%
8/5/2024LGT Financial Advisors LLC650$64K0.1%+62.1%0.002%
7/31/2024Aptus Capital Advisors LLC15,713$1.54M0.0%+44.0%0.046%
7/31/2024Semus Wealth Partners LLC5,206$511K0.4%+15.7%0.015%
7/31/2024Farther Finance Advisors LLC14,805$1.46M0.1%-10.2%0.043%
7/31/2024Commonwealth Equity Services LLC15,550$1.53M0.0%-6.3%0.046%
7/31/2024IFG Advisory LLC111,861$10.98M0.7%-18.1%0.328%
7/30/2024GGM Financials LLC8,624$846K0.8%N/A0.025%
7/30/2024TFB Advisors LLC11,316$1.11M0.4%-9.8%0.033%
7/29/2024 UMB Bank n.a.300$29K0.0%N/A0.001%
7/29/2024Schmidt P J Investment Management Inc.71,644$7.03M1.3%+5.1%0.210%
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7/29/2024 Ridgewood Investments LLC1,149$113K0.1%N/A0.003%
7/29/2024Whittier Trust Co. of Nevada Inc.5,963$585K0.0%-3.8%0.017%
7/27/2024 Rosenberg Matthew Hamilton17,729$1.74M0.5%+7.5%0.052%
7/26/2024Cambridge Investment Research Advisors Inc.366,867$36.00M0.1%+14.1%1.076%
7/24/2024MN Wealth Advisors LLC274,419$26.93M15.6%+1.9%0.805%
7/23/2024Concourse Financial Group Securities Inc.8,577$842K0.1%+7.3%0.025%
7/20/2024Raymond James Financial Services Advisors Inc.115,611$11.34M0.0%+1,047.3%0.339%
7/18/2024Sutton Place Investors LLC14,729$1.45M1.0%+39.7%0.043%
7/17/2024Archford Capital Strategies LLC82,224$8.07M1.3%+3.5%0.241%
7/17/2024 Lockerman Financial Group Inc.16,602$1.63M3.0%-1.2%0.049%
(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, 113 institutional investors and hedge funds held shares of JP Morgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($384.16M), Janney Montgomery Scott LLC ($261.35M), LPL Financial LLC ($229.51M), Envestnet Asset Management Inc. ($85.18M), Cornerstone Wealth Management LLC ($74.73M), Vestmark Advisory Solutions Inc. ($59.85M), and Assetmark Inc. ($57.58M).Learn more on BBUS's institutional investors.

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

Of the 107 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. ($2.91M), Janney Montgomery Scott LLC ($1.91M), LPL Financial LLC ($861.90K), Kowal Investment Group LLC ($495.55K), Vestmark Advisory Solutions Inc. ($466.10K), Envestnet Asset Management Inc. ($441.17K), and Perigon Wealth Management LLC ($339.36K).

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

Institutional investors have bought a total of 10,217,416 shares in the last 24 months. This purchase volume represents approximately $904.89M in transactions.

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

Of the 44 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: Osaic Holdings Inc. ($165.38K), LPL Financial LLC ($140.61K), Assetmark Inc. ($112.17K), IFG Advisory LLC ($62.26K), Thrivent Financial for Lutherans ($43.85K), Cambridge Investment Research Advisors Inc. ($41.21K), 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 734,289 shares in the last 24 months. This volume of shares sold represents approximately $58.57M in transactions.


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This page (BATS:BBUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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