JPMorgan Betabuilders US EquBBUSETF
13F holders, Q2 2026 (June 30)231holders +9
28new positions
19sold out
2famous investors
$134.51avg. 13F price*
At the end of Q2 2026, 231 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 9 from Q1 2026. 28 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($880.8M), LPL Financial LLC ($525.1M) and Morgan Stanley ($492.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Betabuilders US Equ
- CUSIP
- 46641Q399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $574.2M |
| Exits | 19 | $30.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,064,883 shares bought and 622,400 shares sold, net +6,442,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| JPMorgan Chase & Co. | 0.05% | Add +7.9% | 6,595,410 | $880.8M |
| LPL Financial LLC | 0.12% | Add +16.8% | 3,897,424 | $525.1M |
| Morgan Stanley | 0.03% | Add +16.6% | 3,655,413 | $492.5M |
| Janney Montgomery Scott LLC | 0.94% | New | 3,594,171 | $484.2M |
| Norinchukin Bank, The | 3.22% | No change | 2,459,000 | $331.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +11.4% | 2,277,383 | $306.8M |
| Vestmark Advisory Solutions, Inc. | 2.27% | Reduce -0.0% | 1,796,203 | $242.0M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.12% | No change | 1,275,000 | $171.8M |
| Cornerstone Wealth Management, LLC | 3.83% | Reduce -1.6% | 662,346 | $89.2M |
| Wealth Group Ltd | 16.20% | Add +6.5% | 628,517 | $84.7M |
| Assetmark, Inc. | 0.15% | Add +10.1% | 627,996 | $84.6M |
| Integrated Wealth Concepts LLC | 0.54% | Add +9.5% | 614,521 | $82.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.5% | 592,222 | $79.8M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +10.8% | 575,763 | $77.6M |
| Cetera Investment Advisers | 0.07% | Add +8.5% | 575,463 | $77.5M |
| Kelly Financial Group LLC | 15.74% | Add +5.6% | 525,852 | $70.8M |
| Perigon Wealth Management, LLC | 1.02% | Add +5.8% | 475,747 | $64.1M |
| Osaic Holdings, Inc. | 0.07% | Add +60.8% | 461,335 | $62.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | No change | 425,161 | $57.3M |
| Tradition Wealth Management, LLC | 3.41% | Add +4.4% | 414,000 | $55.8M |
| MN Wealth Advisors, LLC | 16.69% | Add +14.6% | 290,843 | $39.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | Reduce -0.3% | 291,360 | $39.2M |
| MML Investors Services, LLC | 0.07% | Add +21.8% | 259,074 | $34.9M |
| Robertson Stephens Wealth Management, LLC | 0.84% | Reduce -1.4% | 251,982 | $33.9M |
| Park Avenue Securities LLC | 0.20% | New | 233,818 | $31.5M |
| Drive Wealth Management, LLC | 4.87% | Add +20.3% | 202,739 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Add +25.4% | 182,314 | $24.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.4% | 178,000 | $24.0M |
| Gradient Investments LLC | 0.28% | Add +1.0% | 148,653 | $20.0M |
| Allianz Asset Management GmbH | 0.02% | New | 141,100 | $19.0M |
| 5T Wealth, LLC | 6.65% | Add +2.0% | 132,571 | $17.9M |
| Hopwood Nicholas Hunter | 4.81% | Add +6.8% | 130,148 | $17.5M |
| IFG Advisory, LLC | 0.57% | New | 121,695 | $16.4M |
| Bravias Capital Group, LLC | 9.18% | Add +1.0% | 114,823 | $15.5M |
| Great Valley Advisor Group, Inc. | 0.24% | Add +1.1% | 114,080 | $15.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.47% | Add +17.5% | 110,161 | $14.5M |
| Unique Wealth, LLC | 1.66% | Add +61.2% | 105,559 | $14.2M |
| CreativeOne Wealth, LLC | 0.31% | Reduce -2.0% | 104,930 | $14.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +19.7% | 104,759 | $14.1M |
| Florida Financial Advisors, LLC | 2.38% | Add +1.9% | 104,335 | $14.1M |
| Ascent Group, LLC | 0.39% | Add +1.6% | 97,518 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +9.6% | 89,038 | $12.0M |
| Schmidt P J Investment Management Inc. | 1.63% | Reduce -1.3% | 77,742 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -26.6% | 74,410 | $10.0M |
| Equitable Holdings, Inc. | 0.06% | Add +66.4% | 70,693 | $9.5M |
| Rosenberg Matthew Hamilton | 1.75% | Add +5.8% | 69,850 | $9.4M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -8.7% | 68,195 | $9.2M |
| Farther Finance Advisors, LLC | 0.07% | Add +180.2% | 67,977 | $9.2M |
| Elevation Wealth Management LLC | 6.44% | Reduce -1.7% | 63,807 | $8.6M |
| Alpha Advisors, LLC | 6.03% | Reduce -25.9% | 59,586 | $8.0M |
| Golden State Wealth Management, LLC | 0.72% | Reduce -31.5% | 58,425 | $7.9M |
| Wayfinding Financial, LLC | 2.69% | Reduce -2.4% | 52,784 | $7.1M |
| Lake Street Private Wealth, LLC | 0.79% | Reduce -5.4% | 50,929 | $6.9M |
| 3Chopt Investment Partners, LLC | 1.19% | Reduce -4.6% | 47,005 | $6.3M |
| IFP Advisors, Inc | 0.11% | Add +18.1% | 46,034 | $6.2M |
| Mgo One Seven LLC | 0.09% | Reduce -0.1% | 40,969 | $5.5M |
| Legacy Edge Advisors, LLC | 0.49% | Add +6.4% | 39,600 | $5.3M |
| Triad Wealth Partners, LLC | 0.31% | Add +0.0% | 38,218 | $5.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -31.6% | 36,151 | $4.9M |
| HRT Financial LP | 0.01% | Add +579.0% | 35,811 | $4.8M |
| Creative Planning | 0.00% | Reduce -15.6% | 34,928 | $4.7M |
| Fingerlakes Wealth Management, Inc. | 2.42% | Add +10.7% | 33,379 | $4.5M |
| Lockerman Financial Group, Inc. | 6.53% | Add +6.7% | 31,725 | $4.3M |
| Vise Technologies, Inc. | 0.05% | New | 31,098 | $4.2M |
| Composition Wealth, LLC | 0.05% | Reduce -1.0% | 30,254 | $4.1M |
| Archer Investment Management, LLC | 1.37% | Add +13.1% | 29,765 | $4.0M |
| Silverlake Wealth Management LLC | 0.77% | Add +50.9% | 29,756 | $4.0M |
| AdvisorNet Financial, Inc | 0.18% | Add +16.9% | 29,319 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.9% | 27,088 | $3.6M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -4.3% | 26,533 | $3.6M |
| Cary Street Partners Investment Advisory LLC | 0.69% | Add +22.9% | 25,412 | $3.4M |
| Firethorn Wealth Partners, LLC | 1.08% | Reduce -6.1% | 24,832 | $3.3M |
| Jacobi Capital Management LLC | 0.16% | Add +6.6% | 24,145 | $3.3M |
| Merited Wealth, LLC | 2.19% | Reduce -1.1% | 22,936 | $3.1M |
| Bank of America Corp. | 0.00% | Add +6.8% | 22,786 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +978.5% | 21,355 | $2.9M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -52.4% | 21,203 | $2.9M |
| GeoWealth Management, LLC | 0.09% | Add +2.1% | 20,984 | $2.8M |
| Americana Partners, LLC | 0.06% | New | 20,406 | $2.7M |
| XTX Topco Ltd | 0.04% | New | 20,352 | $2.7M |
| Sutton Place Investors LLC | 1.30% | Add +0.6% | 20,001 | $2.7M |
| Emergent Wealth Advisors, LLC | 1.38% | Reduce -0.4% | 19,698 | $2.7M |
| Sagespring Wealth Partners, LLC | 0.04% | New | 19,538 | $2.6M |
| IAG Wealth Partners, LLC | 0.26% | Reduce -3.6% | 19,224 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +110.6% | 18,871 | $2.5M |
| VestGen Advisors, LLC | 0.07% | Add +4.4% | 18,676 | $2.5M |
| Mattson Financial Services, LLC | 0.45% | Add +0.3% | 15,936 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 0.48% | Reduce -1.0% | 15,616 | $2.1M |
| Kintra Wealth, LLC | 0.11% | New | 14,778 | $2.1M |
| Salem Investment Counselors Inc. | 0.05% | Add +3.7% | 14,619 | $2.0M |
| Ignite Planners, LLC | 0.27% | Reduce -7.1% | 14,495 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.8% | 14,423 | $1.9M |
| Aegis Wealth Management, Inc. | 1.21% | Add +23.3% | 13,927 | $1.9M |
| UBS Group AG | 0.00% | Add +143.9% | 13,222 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.08% | No change | 13,163 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | — | 13,122 | $1.8M |
| Keystone Wealth Services, LLC | 0.32% | Reduce -18.3% | 12,703 | $1.7M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -2.7% | 12,304 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.6% | 12,298 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +0.1% | 12,129 | $1.6M |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.