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

JP Morgan BetaBuilders U.S. Equity ETF logo
$108.53 +3.20 (+3.04%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$107.58 -0.96 (-0.88%)
As of 02/21/2025 04:33 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 JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$891.03M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$34.69M
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BBUS Institutional Buying and Selling by Quarter

JP Morgan BetaBuilders U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC39,122$4.14M0.3%-2.3%0.115%
2/19/2025 WCG Wealth Advisors LLC11,811$1.25M0.1%-2.3%0.035%
2/17/2025 Two Sigma Investments LP114,900$12.17M0.0%N/A0.337%
2/17/2025 Cambridge Investment Research Advisors Inc.467,055$49.47M0.2%-4.5%1.370%
2/17/2025 Cetera Investment Advisers267,941$28.38M0.1%+22.7%0.786%
2/17/2025 Cary Street Partners Financial LLC1,013$107K0.0%N/A0.003%
2/17/2025 Bank of America Corp DE45,199$4.79M0.0%+294.5%0.133%
2/17/2025 Ameriprise Financial Inc.103,128$10.92M0.0%+20.8%0.302%
2/17/2025 Ancora Advisors LLC1,609$170K0.0%N/A0.005%
2/17/2025 Aptus Capital Advisors LLC27,972$2.96M0.0%+25.0%0.082%
2/14/2025 LGT Financial Advisors LLC845$90K0.2%+23.5%0.002%
2/14/2025 Jane Street Group LLC10,389$1.10M0.0%N/A0.030%
2/14/2025 Betterment LLC7,697$815K0.0%-24.6%0.023%
2/14/2025 Integrated Wealth Concepts LLC46,305$4.91M0.1%-0.8%0.136%
2/14/2025 Susquehanna International Group LLP60,813$6.44M0.0%-16.2%0.178%
2/14/2025 Tradition Wealth Management LLC159,677$16.91M1.5%+25.1%0.468%
2/14/2025 MML Investors Services LLC137,610$14.58M0.1%+4.7%0.404%
2/14/2025 GeoWealth Management LLC22,199$2.35M0.1%-15.6%0.065%
2/14/2025 Concourse Financial Group Securities Inc.15,048$1.65M0.1%+17.5%0.044%
2/13/2025 CreativeOne Wealth LLC110,167$11.67M0.4%-3.8%0.323%
2/13/2025 Mariner LLC2,103$223K0.0%N/A0.006%
2/13/2025 3Chopt Investment Partners LLC39,583$4.19M1.4%+21.2%0.116%
2/13/2025 Townsquare Capital LLC23,372$2.48M0.0%+125.1%0.069%
2/13/2025 Raymond James Financial Inc.260,557$27.60M0.0%N/A0.764%
2/13/2025 Advisory Services Network LLC13,067$1.38M0.0%+171.3%0.038%
2/13/2025 Renaissance Technologies LLC23,800$2.52M0.0%+71.2%0.070%
2/13/2025 Envestnet Asset Management Inc.1,261,043$133.57M0.0%+8.0%3.698%
2/13/2025 Wells Fargo & Company MN244$26K0.0%-54.4%0.001%
2/12/2025 World Investment Advisors3,386$359K0.0%+20.9%0.010%
2/12/2025 Orion Portfolio Solutions LLC129,874$13.76M0.1%+2.0%0.381%
2/12/2025 JPMorgan Chase & Co.4,155,921$440.20M0.0%+12.1%12.187%
2/12/2025 Florida Financial Advisors LLC117,308$12.43M5.6%+1.3%0.344%
2/11/2025 LPL Financial LLC2,393,095$253.48M0.1%+8.0%7.018%
2/11/2025 Wayfinding Financial LLC44,396$4.70M2.5%+10.2%0.130%
2/10/2025 Thrivent Financial for Lutherans119,690$12.68M0.0%+1.5%0.351%
2/10/2025 Envestnet Portfolio Solutions Inc.52,638$5.58M0.0%+14.0%0.154%
2/10/2025 HMV Wealth Advisors LLC18,551$1.97M2.0%N/A0.054%
2/10/2025 Commonwealth Equity Services LLC8,193$868K0.0%+4.4%0.024%
2/10/2025 Farther Finance Advisors LLC24,652$2.61M0.1%-25.6%0.072%
2/7/2025 HighTower Advisors LLC8,404$890K0.0%-5.7%0.025%
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2/7/2025 Wealthfront Advisers LLC482,220$51.08M0.0%+23,263.4%1.414%
2/7/2025 Independent Advisor Alliance4,460$472K0.0%N/A0.013%
2/6/2025 Vestmark Advisory Solutions Inc.1,209,249$128.08M4.4%+9.7%3.546%
2/6/2025 Raymond James Financial Inc.260,557$27.60M0.0%N/A0.764%
2/6/2025 Assetmark Inc.514,723$54.52M0.1%-7.4%1.509%
2/6/2025 Bravias Capital Group LLC101,074$11.03M8.9%N/A0.296%
2/6/2025 Kelly Financial Group LLC395,917$41.94M14.6%N/A1.161%
2/6/2025 Jones Financial Companies Lllp335$35K0.0%N/A0.001%
2/5/2025 Jacobi Capital Management LLC33,948$3.60M0.3%-2.6%0.100%
2/5/2025 Private Trust Co. NA7,803$826K0.1%-3.5%0.023%
2/5/2025 Nwam LLC14,867$1.58M0.1%-7.3%0.044%
2/4/2025 Twin Peaks Wealth Advisors LLC13,148$1.39M0.6%+85.4%0.039%
2/3/2025 Fingerlakes Wealth Management Inc.22,110$2.34M1.9%+10.5%0.065%
2/3/2025 Private Advisor Group LLC67,397$7.14M0.0%+16.4%0.198%
2/3/2025 Good Life Advisors LLC7,282$771K0.1%+5.0%0.021%
1/31/2025 Atria Wealth Solutions Inc.5,852$620K0.0%+71.0%0.017%
1/31/2025 5T Wealth LLC96,793$10.25M5.6%N/A0.284%
1/31/2025 National Mutual Insurance Federation of Agricultural Cooperatives463,000$49.04M0.4%N/A1.358%
1/30/2025 MN Wealth Advisors LLC295,064$31.25M17.6%-0.8%0.865%
1/30/2025 Strategic Financial Concepts LLC13,964$1.48M0.0%+356.5%0.041%
1/30/2025 Blue Trust Inc.730$76K0.0%N/A0.002%
1/29/2025 Gladstone Institutional Advisory LLC6,227$660K0.0%+13.6%0.018%
1/29/2025 GGM Financials LLC7,239$767K0.8%-16.1%0.021%
1/28/2025 Golden State Wealth Management LLC1,759$186K0.0%N/A0.005%
1/28/2025 Strategic Financial Concepts LLC375,770$39.80M0.1%+12,184.1%1.102%
1/27/2025 Schmidt P J Investment Management Inc.78,819$8.35M1.4%+3.3%0.231%
1/27/2025 Robertson Stephens Wealth Management LLC267,175$28.30M1.0%+35.7%0.784%
1/24/2025 Sutton Place Investors LLC18,892$2.00M1.2%+7.6%0.055%
1/24/2025 Richardson Financial Services Inc.4,567$486K0.3%+29.0%0.013%
1/23/2025 Gateway Wealth Partners LLC20,864$2.21M0.6%+15.8%0.061%
1/22/2025 Perigon Wealth Management LLC397,598$42.60M1.0%+8.6%1.166%
1/22/2025 Blue Trust Inc.730$76K0.0%N/A0.002%
1/22/2025 Kingswood Wealth Advisors LLC10,191$1.08M0.1%+17.7%0.030%
1/22/2025 Drive Wealth Management LLC80,360$8.51M2.1%+686.2%0.236%
1/21/2025 Archford Capital Strategies LLC99,720$10.56M1.6%+14.3%0.292%
1/21/2025 Grimes & Company Inc.2,188$232K0.0%N/A0.006%
1/21/2025 Geneos Wealth Management Inc.5,596$593K0.0%+8.4%0.016%
1/21/2025 Firethorn Wealth Partners LLC21,047$2.23M1.1%+1.5%0.062%
1/21/2025 Cornerstone 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%
12/26/2024 JPMorgan 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%
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11/25/2024 World Investment Advisors LLC2,801$290K0.0%N/A0.008%
11/15/2024 Goodman Advisory Group LLC10,756$1.11M0.3%-1.0%0.032%
11/15/2024 3Chopt 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%
11/15/2024 MML Investors Services LLC131,476$13.62M0.0%+42.8%0.386%
11/15/2024 Orion Portfolio Solutions LLC127,286$13.18M0.3%+6.0%0.373%
11/15/2024 Zacks Investment Management2,990$310K0.0%N/A0.009%
11/15/2024 Integrated Wealth Concepts LLC46,655$4.83M0.1%+11.6%0.137%
11/15/2024 HighTower Advisors LLC8,913$923K0.0%+12.9%0.026%
11/15/2024Ascent Group LLC40,045$4.15M0.3%+1.4%0.117%
(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, 136 institutional investors and hedge funds held shares of JP Morgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($440.20M), Janney Montgomery Scott LLC ($261.35M), LPL Financial LLC ($253.48M), Envestnet Asset Management Inc. ($133.57M), Vestmark Advisory Solutions Inc. ($128.08M), Cornerstone Wealth Management LLC ($74.73M), and Assetmark Inc. ($54.52M).Learn more on BBUS's institutional investors.

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

Of the 128 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. ($2.75M), Janney Montgomery Scott LLC ($1.81M), LPL Financial LLC ($1.04M), Strategic Financial Concepts LLC ($639.85K), Vestmark Advisory Solutions Inc. ($573.03K), Envestnet Asset Management Inc. ($527.59K), and Raymond James Financial Inc. ($521.11K).

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

Institutional investors have bought a total of 13,105,405 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

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

Of the 47 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), Assetmark Inc. ($91.27K), IFG Advisory LLC ($61.37K), Cambridge Investment Research Advisors Inc. ($23.35K), CreativeOne Wealth LLC ($22.27K), Massmutual Trust Co. FSB ADV ($20.92K), and Cornerstone Wealth Management LLC ($19.44K).

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

Institutional investors have sold a total of 495,608 shares in the last 24 months. This volume of shares sold represents approximately $46.10M in transactions.



This page (BATS:BBUS) was last updated on 2/22/2025 by MarketBeat.com Staff
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