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

JPMorgan BetaBuilders U.S. Equity ETF logo
$112.67 +7.34 (+6.97%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$112.64 -0.03 (-0.02%)
As of 08/1/2025 04:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$1.48B
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$47.64M
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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
8/1/2025Schmidt P J Investment Management Inc.78,025$8.73M1.5%-0.7%0.174%
8/1/2025Envestnet Asset Management Inc.1,631,843$182.64M0.1%+2.6%3.643%
7/31/2025 MN Wealth Advisors LLC226,009$25.30M14.7%-16.5%0.504%
7/30/2025 TFB Advisors LLC12,852$1.44M0.4%-9.8%0.029%
7/30/2025 Fingerlakes Wealth Management Inc.25,645$2.87M2.1%+11.4%0.057%
7/30/2025 Drive Wealth Management LLC132,922$14.88M3.3%+18.1%0.297%
7/29/2025 Private Trust Co. NA7,728$865K0.1%-13.1%0.017%
7/29/2025 Mattson Financial Services LLC24,680$2.76M0.7%+36.3%0.055%
7/28/2025 WealthPlan Investment Management LLC34,573$3.87M0.3%N/A0.077%
7/28/2025 Rosenberg Matthew Hamilton64,336$7.20M1.7%+121.4%0.144%
7/28/2025 Mutual Advisors LLC4,713$544K0.0%+16.6%0.011%
7/25/2025 Atria Wealth Solutions Inc.3,555$398K0.0%+3.7%0.008%
7/25/2025 Envestnet Portfolio Solutions Inc.6,195$693K0.0%-11.8%0.014%
7/25/2025 Sequoia Financial Advisors LLC2,522$282K0.0%+18.9%0.006%
7/25/2025 MGO One Seven LLC32,379$3.62M0.1%N/A0.072%
7/25/2025 CWM LLC119,721$13.40M0.0%+131.7%0.267%
7/25/2025 Richardson Financial Services Inc.6,358$711K0.5%+6.7%0.014%
7/24/2025 KFA Private Wealth Group LLC2,212$248K0.1%N/A0.005%
7/24/2025 JB Capital LLC1,959$219K0.0%N/A0.004%
7/24/2025 Robertson Stephens Wealth Management LLC441,230$49.38M1.6%+60.1%0.985%
7/24/2025 3Chopt Investment Partners LLC42,242$4.73M1.1%-13.5%0.094%
7/24/2025 IFP Advisors Inc30,219$3.38M0.1%+38.6%0.067%
7/24/2025 Blair William & Co. IL467$52K0.0%+678.3%0.001%
7/23/2025 Clear Creek Financial Management LLC18,938$2.12M0.2%+12.9%0.042%
7/23/2025 Ignite Planners LLC14,793$1.68M0.2%+7.5%0.033%
7/23/2025 Fortis Advisors LLC2,053$230K0.1%-33.4%0.005%
7/23/2025 Kingswood Wealth Advisors LLC12,666$1.42M0.1%+3.2%0.028%
7/22/2025 Sutton Place Investors LLC20,192$2.26M1.4%+1.0%0.045%
7/22/2025 Firethorn Wealth Partners LLC25,429$2.85M1.2%+11.1%0.057%
7/21/2025 Ascent Group LLC45,248$5.06M0.2%+7.9%0.101%
7/18/2025 Lockerman Financial Group Inc.26,442$2.96M4.0%-8.6%0.059%
7/17/2025 Janney Montgomery Scott LLC3,120,488$349.25M0.9%-1.5%6.965%
7/17/2025 Archford Capital Strategies LLC62,679$7.02M0.9%-27.0%0.140%
7/17/2025 Kelly Financial Services LLC4,255$476K0.1%+6.6%0.009%
7/16/2025 ORG Partners LLC25,649$2.87M0.6%N/A0.057%
7/16/2025 Blue Oak Capital LLC99,537$11.14M5.9%-17.7%0.222%
7/16/2025 Owen LaRue LLC4,880$546K0.2%N/A0.011%
7/16/2025 Perigon Wealth Management LLC402,511$45.05M1.1%+0.5%0.898%
7/15/2025 Well Done LLC1,947$218K0.0%N/A0.004%
7/15/2025 Kelly Financial Group LLC486,677$54.47M8.7%+11.3%1.086%
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7/14/2025 AdvisorNet Financial Inc21,851$2.45M0.2%+15.1%0.049%
7/14/2025 Park Avenue Securities LLC206,411$23.10M0.2%-0.4%0.461%
7/11/2025 Farther Finance Advisors LLC23,965$2.68M0.1%-26.6%0.053%
7/11/2025 Adirondack Trust Co.2,935$328K0.1%+25.3%0.007%
7/10/2025 Family Legacy Financial Solutions LLC242$27K0.0%N/A0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC6,365$721K0.0%-17.5%0.014%
7/9/2025 MassMutual Private Wealth & Trust FSB76,264$8.54M0.2%-12.0%0.170%
7/8/2025 Paladin Wealth LLC16,058$1.80M1.4%-11.9%0.036%
7/8/2025 Gradient Investments LLC581,991$65.14M1.2%+3.1%1.299%
6/6/2025 Blue Oak Capital LLC120,971$12.21M6.7%-1.3%0.271%
5/27/2025Jacobi Capital Management LLC20,303$2.05M0.2%-40.2%0.047%
5/22/2025 Mattson Financial Services LLC18,109$1.83M0.5%N/A0.042%
5/21/2025Geneos Wealth Management Inc.6,879$694K0.0%+22.9%0.016%
5/21/2025Schmidt P J Investment Management Inc.78,581$7.93M1.5%-0.3%0.181%
5/16/2025 Ascent Group LLC41,927$4.23M0.2%+7.2%0.097%
5/16/2025Goldman Sachs Group Inc.24,966$2.52M0.0%-43.9%0.056%
5/16/2025Jones Financial Companies Lllp834,658$84.21M0.1%+249,051.6%1.925%
5/16/2025NewEdge Advisors LLC439$44K0.0%+462.8%0.001%
5/16/2025Integrated Wealth Concepts LLC82,460$8.32M0.1%+78.1%0.190%
5/15/2025Royal Bank of Canada78,192$7.89M0.0%+71.6%0.180%
5/15/2025Betterment LLC6,538$660K0.0%-15.1%0.015%
5/14/2025 Triad Wealth Partners LLC10,780$1.09M0.3%N/A0.025%
5/14/2025CreativeOne Wealth LLC112,949$11.40M0.3%+2.5%0.263%
5/14/2025WCG Wealth Advisors LLC10,713$1.08M0.1%-9.3%0.025%
5/14/2025Northwestern Mutual Wealth Management Co.976$98K0.0%-33.9%0.002%
5/14/2025 TFB Advisors LLC14,253$1.44M0.4%+2.5%0.033%
5/14/2025Tradition Wealth Management LLC295,440$29.81M2.6%+85.0%0.689%
5/13/2025Aptus Capital Advisors LLC42,102$4.25M0.0%+50.5%0.098%
5/13/2025Nations Financial Group Inc. IA ADV11,918$1.20M0.1%N/A0.028%
5/13/2025Vestmark Advisory Solutions Inc.1,373,141$138.54M3.6%+13.6%3.201%
5/13/2025HighTower Advisors LLC9,908$1M0.0%+17.9%0.023%
5/12/2025JPMorgan Chase & Co.4,430,698$447.01M0.0%+6.6%10.328%
5/12/2025Townsquare Capital LLC47,543$4.80M0.1%+103.4%0.111%
5/9/2025Cary Street Partners Investment Advisory LLC20,477$2.07M1.2%+8.8%0.048%
5/9/2025 Atria Wealth Solutions Inc.3,427$346K0.0%-41.4%0.008%
5/9/2025Empower Advisory Group LLC3,172$320K0.0%N/A0.007%
5/9/2025Bravias Capital Group LLC103,879$10.48M8.5%+2.8%0.242%
5/8/2025IFG Advisory LLC179,714$18.13M1.0%+0.1%0.419%
5/8/2025Hoxton Planning & Management LLC2,283$230K0.1%N/A0.005%
5/8/2025 NorthRock Partners LLC2,040$206K0.0%N/A0.005%
5/7/2025N.E.W. Advisory Services LLC600$61K0.0%N/A0.001%
5/7/2025LPL Financial LLC2,806,216$283.12M0.1%+17.3%6.541%
5/7/2025Semus Wealth Partners LLC6,162$622K0.4%+2.5%0.014%
5/7/2025 Drive Wealth Management LLC112,547$11.36M2.7%+40.1%0.262%
5/6/2025Assetmark Inc.518,070$52.27M0.1%+0.7%1.208%
5/6/2025Cetera Investment Advisers359,063$36.23M0.1%+34.0%0.837%
5/6/2025 Richardson Financial Services Inc.5,958$601K0.5%+30.5%0.014%
5/6/2025 Ignite Planners LLC13,758$1.39M0.3%+27.0%0.032%
5/5/2025Private Advisor Group LLC63,423$6.40M0.0%-5.9%0.148%
5/5/2025Nwam LLC13,529$1.37M0.1%-9.0%0.032%
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5/2/2025Shared Vision Wealth Group LLC3,019$305K0.2%+16.7%0.007%
5/1/2025Florida Financial Advisors LLC105,715$10.67M4.2%-9.9%0.246%
5/1/2025 CWM LLC51,676$5.21M0.0%+48.5%0.120%
5/1/2025Gateway Wealth Partners LLC27,555$2.78M0.6%+32.1%0.064%
5/1/2025 Fingerlakes Wealth Management Inc.23,023$2.32M2.0%+4.1%0.054%
4/29/2025Envestnet Asset Management Inc.1,590,203$160.44M0.1%+26.1%3.707%
4/29/2025 Sutton Place Investors LLC19,988$2.02M1.4%+5.8%0.047%
4/29/2025World Investment Advisors4,603$464K0.0%+35.9%0.011%
4/29/2025Wayfinding Financial LLC46,811$4.72M2.1%+5.4%0.109%
4/29/2025Olde Wealth Management LLC9,237$931K0.3%+12.5%0.022%
(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, 161 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($447.01M), Janney Montgomery Scott LLC ($349.25M), LPL Financial LLC ($283.12M), Envestnet Asset Management Inc. ($182.64M), Vestmark Advisory Solutions Inc. ($138.54M), Jones Financial Companies Lllp ($84.21M), and Cornerstone Wealth Management LLC ($73.00M).Learn more on JPMorgan BetaBuilders U.S. Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders U.S. Equity ETF's stock?

Of the 153 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 ($4.67M), JPMorgan Chase & Co. ($3.02M), LPL Financial LLC ($1.37M), Envestnet Asset Management Inc. ($898.39K), Jones Financial Companies Lllp ($834.66K), Vestmark Advisory Solutions Inc. ($667.82K), and Strategic Financial Concepts LLC ($641.84K).

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

Institutional investors have bought a total of 14,325,719 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which of JPMorgan BetaBuilders U.S. Equity ETF's major shareholders have been selling company stock?

Of the 41 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: MN Wealth Advisors LLC ($71.58K), Janney Montgomery Scott LLC ($48.83K), Envestnet Portfolio Solutions Inc. ($46.44K), Assetmark Inc. ($41.19K), Archford Capital Strategies LLC ($37.04K), Blue Oak Capital LLC ($22.98K), and Cambridge Investment Research Advisors Inc. ($21.88K).

How much institutional selling is happening at JPMorgan BetaBuilders U.S. Equity ETF?

Institutional investors have sold a total of 447,256 shares in the last 24 months. This volume of shares sold represents approximately $47.64M in transactions.



This page (BATS:BBUS) was last updated on 8/2/2025 by MarketBeat.com Staff
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