JPMorgan Betabuilders US EquBBUSETF
13F holders, Q1 2024 (March 31)112holders
1famous investor
$94.42avg. 13F price*
At the end of Q1 2024, 112 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($721.5M), LPL Financial LLC ($149.9M) and Janney Montgomery Scott LLC ($147.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Betabuilders US Equ
- CUSIP
- 46641Q399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $41.5M |
| Exits | 8 | $2.4M |
Ownership 112 holders
| JPMorgan Chase & Co. | 0.06% | Reduce -8.0% | 7,640,541 | $721.5M |
| LPL Financial LLC | 0.08% | Add +20.6% | 1,587,576 | $149.9M |
| Janney Montgomery Scott LLC | 0.44% | Add +31.3% | 1,566,681 | $147.9M |
| Morgan Stanley | 0.01% | Add +24.5% | 1,114,170 | $105.2M |
| Vestmark Advisory Solutions, Inc. | 3.63% | Add +28.1% | 892,505 | $84.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +38.0% | 761,984 | $72.0M |
| Cornerstone Wealth Management, LLC | 4.64% | Reduce -3.1% | 606,616 | $57.3M |
| Assetmark, Inc. | 0.15% | Reduce -28.4% | 482,506 | $45.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +21.6% | 321,536 | $30.4M |
| Perigon Wealth Management, LLC | 0.88% | New | 306,315 | $28.9M |
| MN Wealth Advisors, LLC | 15.73% | Add +6.9% | 269,237 | $25.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -47.4% | 182,395 | $17.2M |
| Cetera Investment Advisers | 0.03% | Add +408.8% | 139,274 | $13.2M |
| IFG Advisory, LLC | 0.96% | Add +29.4% | 136,636 | $12.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -7.2% | 117,942 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +9.3% | 110,476 | $10.4M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +9.3% | 110,476 | $10.4M |
| Florida Financial Advisors, LLC | 7.29% | Add +6.2% | 105,079 | $9.9M |
| Park Avenue Securities LLC | 0.12% | Add +31.2% | 99,659 | $9.4M |
| CreativeOne Wealth, LLC | 0.33% | Add +16.3% | 88,850 | $8.4M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Add +0.7% | 87,908 | $8.3M |
| Archford Capital Strategies, LLC | 1.26% | Add +39.2% | 79,423 | $7.5M |
| MML Investors Services, LLC | 0.03% | Add +47.3% | 77,481 | $7.3M |
| Citadel Advisors | 0.01% | Add +170.1% | 74,523 | $7.0M |
| Schmidt P J Investment Management Inc. | 1.22% | Add +64.3% | 68,197 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -5.6% | 65,723 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +302.1% | 56,711 | $5.4M |
| Jacobi Capital Management LLC | 0.48% | Add +471.9% | 54,751 | $5.2M |
| Flow Traders U.S. LLC | 0.22% | New | 43,135 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +96.9% | 38,345 | $3.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +25.1% | 37,541 | $3.5M |
| Ascent Group, LLC | 0.31% | Reduce -8.5% | 37,436 | $3.5M |
| Lake Street Private Wealth, LLC | 0.48% | Add +3.3% | 36,768 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -14.6% | 33,983 | $3.2M |
| Wayfinding Financial, LLC | 1.70% | Add +5.3% | 31,201 | $2.9M |
| 3Chopt Investment Partners, LLC | 1.20% | Add +1.1% | 30,847 | $2.9M |
| GeoWealth Management, LLC | 0.09% | Reduce -28.7% | 25,040 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +66.2% | 23,046 | $2.2M |
| Security Financial Services, INC. | 0.42% | Add +1.6% | 19,912 | $1.9M |
| Gateway Wealth Partners, LLC | 0.63% | Add +63.8% | 18,640 | $1.8M |
| IFP Advisors, Inc | 0.07% | Add +19.1% | 17,249 | $1.6M |
| Lockerman Financial Group, Inc. | 3.03% | Add +17.7% | 16,798 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 16,590 | $1.6M |
| Rosenberg Matthew Hamilton | 0.45% | Add +81.1% | 16,488 | $1.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +9.9% | 16,481 | $1.6M |
| Transcend Capital Advisors, LLC | 0.12% | Add +4.3% | 15,622 | $1.5M |
| Apollon Wealth Management, LLC | 0.04% | Add +3.4% | 12,634 | $1.2M |
| TFB Advisors LLC | 0.41% | Reduce -12.3% | 12,546 | $1.1M |
| Nwam LLC | 0.09% | Add +11.2% | 11,417 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.62% | Add +209.1% | 11,132 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | New | 10,915 | $1.0M |
| Sutton Place Investors LLC | 0.49% | Add +20.1% | 10,540 | $995K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.4% | 10,077 | $952K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,473 | $894K |
| Strategic Financial Concepts, LLC | 0.21% | New | 9,021 | $852K |
| Jane Street Group, LLC | 0.00% | New | 8,490 | $802K |
| Raymond James & Associates | 0.00% | New | 8,193 | $774K |
| Ignite Planners, LLC | 0.22% | Add +10.3% | 8,144 | $768K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +41.6% | 7,995 | $755K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1049.7% | 7,795 | $736K |
| Idaho Trust Co | 0.63% | New | 6,876 | $649K |
| Fingerlakes Wealth Management, Inc. | 0.63% | Add +8.5% | 6,876 | $649K |
| World Investment Advisors | 0.09% | New | 6,654 | $628K |
| Private Trust Co. NA | 0.07% | Add +20.8% | 6,389 | $603K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +111.7% | 6,201 | $586K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +40.8% | 5,978 | $564K |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Reduce -0.1% | 5,711 | $539K |
| HighTower Advisors, LLC | 0.00% | Reduce -47.3% | 5,692 | $536K |
| Betterment LLC | 0.00% | Add +105.6% | 5,420 | $512K |
| Emergent Wealth Advisors, LLC | 0.41% | New | 5,042 | $476K |
| Semus Wealth Partners LLC | 0.36% | New | 4,501 | $425K |
| Advisory Services Network, LLC | 0.01% | Add +51.0% | 4,448 | $420K |
| Prudential Financial Inc. | 0.00% | New | 4,305 | $407K |
| Goodman Advisory Group, LLC | 0.13% | Reduce -22.1% | 4,245 | $401K |
| Mutual Advisors, LLC | 0.01% | No change | 4,042 | $382K |
| Global Retirement Partners, LLC | 0.01% | Add +28.0% | 3,636 | $343K |
| Geneos Wealth Management Inc. | 0.02% | New | 3,620 | $342K |
| Richardson Financial Services Inc. | 0.24% | Reduce -28.0% | 3,583 | $338K |
| Ancora Advisors LLC | 0.01% | New | 3,356 | $317K |
| Bank of America Corp. | 0.00% | Reduce -98.6% | 3,239 | $306K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 3,106 | $293K |
| Wealthfront Advisers LLC | 0.00% | New | 2,883 | $272K |
| Herold Advisors, Inc. | 0.06% | No change | 2,750 | $260K |
| Shared Vision Wealth Group LLC | 0.16% | Reduce -1.2% | 2,669 | $252K |
| PFG Advisors | 0.02% | Reduce -24.7% | 2,518 | $238K |
| Archer Investment Corp | 0.07% | Add +17.4% | 2,330 | $220K |
| Bank of New York Mellon Corp | 0.00% | New | 2,304 | $218K |
| Lincoln National Corp. | 0.00% | New | 2,254 | $213K |
| Welch Group, LLC | 0.01% | Reduce -18.3% | 2,227 | $210K |
| Family Asset Management, LLC | 0.12% | Add +6.2% | 2,020 | $191K |
| ICA Group Wealth Management, LLC | 0.03% | Add +23.8% | 1,466 | $138K |
| Comerica Bank | 0.00% | Reduce -2.1% | 1,298 | $123K |
| FMR LLC | 0.00% | Add +33.4% | 1,267 | $120K |
| UBS Group AG | 0.00% | New | 1,020 | $96K |
| Allworth Financial LP | 0.00% | Add +74.7% | 648 | $61K |
| Blair William & Co. | 0.00% | Add +28.7% | 610 | $58K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.7% | 598 | $56K |
| IAG Wealth Partners, LLC | 0.01% | Add +0.7% | 454 | $43K |
| Tidemark, LLC | 0.02% | No change | 404 | $38K |
| LGT Financial Advisors LLC | 0.04% | Reduce -15.4% | 401 | $38K |
| WealthShield Partners, LLC | 0.01% | New | 388 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +18.9% | 327 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 254 | $24K |
| Spire Wealth Management | 0.00% | Reduce -12.0% | 213 | $20K |
| First Command Advisory Services, Inc. | 0.00% | New | 179 | $17K |
| JNBA Financial Advisors | 0.00% | No change | 136 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 127 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 111 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 82 | $7K |
| Element Wealth, LLC | 0.00% | New | 31 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 21 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 14 | $1K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.