JPMorgan Betabuilders US EquBBUSETF
13F holders, Q2 2024 (June 30)123holders +11
23new positions
14sold out
1famous investor
$96.48avg. 13F price*
At the end of Q2 2024, 123 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 11 from Q1 2024. 23 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($287.4M), Janney Montgomery Scott LLC ($195.2M) and LPL Financial LLC ($164.8M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $23.9M |
| Exits | 14 | $17.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,768,566 shares bought and 5,015,138 shares sold, net −3,246,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -61.7% | 2,929,002 | $287.4M |
| Janney Montgomery Scott LLC | 0.60% | Add +27.0% | 1,989,888 | $195.2M |
| LPL Financial LLC | 0.08% | Add +5.8% | 1,679,655 | $164.8M |
| Morgan Stanley | 0.01% | Add +13.6% | 1,265,455 | $124.2M |
| Vestmark Advisory Solutions, Inc. | 4.02% | Add +9.8% | 980,225 | $96.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +13.9% | 868,165 | $85.2M |
| Cornerstone Wealth Management, LLC | 4.89% | Add +6.9% | 648,223 | $63.6M |
| Assetmark, Inc. | 0.14% | Reduce -3.4% | 466,244 | $45.7M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +14.1% | 366,867 | $36.0M |
| Perigon Wealth Management, LLC | 0.95% | Add +8.7% | 333,052 | $32.7M |
| MN Wealth Advisors, LLC | 15.63% | Add +1.9% | 274,419 | $26.9M |
| Osaic Holdings, Inc. | 0.05% | Add +16.7% | 212,819 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +20.1% | 167,297 | $16.4M |
| Tradition Wealth Management, LLC | 1.15% | New | 120,905 | $11.9M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +8.7% | 120,041 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +8.7% | 120,041 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.8% | 118,829 | $11.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +1047.3% | 115,611 | $11.3M |
| IFG Advisory, LLC | 0.70% | Reduce -18.1% | 111,861 | $11.0M |
| Florida Financial Advisors, LLC | 6.54% | Add +5.9% | 111,235 | $10.9M |
| Park Avenue Securities LLC | 0.13% | Add +6.6% | 106,218 | $10.4M |
| MML Investors Services, LLC | 0.04% | Add +18.8% | 92,051 | $9.0M |
| CreativeOne Wealth, LLC | 0.41% | Reduce -7.1% | 82,560 | $8.1M |
| Archford Capital Strategies, LLC | 1.31% | Add +3.5% | 82,224 | $8.1M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -7.9% | 80,926 | $7.9M |
| Schmidt P J Investment Management Inc. | 1.28% | Add +5.0% | 71,644 | $7.0M |
| Jacobi Capital Management LLC | 0.47% | Reduce -0.0% | 54,741 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -16.7% | 47,261 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +16.3% | 44,602 | $4.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +11.3% | 41,791 | $4.1M |
| Ascent Group, LLC | 0.32% | Add +5.5% | 39,496 | $3.9M |
| Relative Value Partners Group, LLC | 0.45% | New | 35,501 | $3.5M |
| Lake Street Private Wealth, LLC | 0.45% | Reduce -3.5% | 35,501 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.1% | 33,943 | $3.3M |
| Wayfinding Financial, LLC | 1.86% | Add +8.0% | 33,680 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +28.0% | 29,494 | $2.9M |
| 3Chopt Investment Partners, LLC | 0.86% | Reduce -7.3% | 28,587 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.5% | 27,282 | $2.7M |
| Gateway Wealth Partners, LLC | 0.71% | Add +28.6% | 23,978 | $2.4M |
| GeoWealth Management, LLC | 0.10% | Reduce -4.3% | 23,954 | $2.4M |
| GTS Securities LLC | 0.04% | New | 19,344 | $1.9M |
| Transcend Capital Advisors, LLC | 0.14% | Add +21.6% | 18,994 | $1.9M |
| Rosenberg Matthew Hamilton | 0.52% | Add +7.5% | 17,729 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +2.6% | 17,700 | $1.7M |
| Lockerman Financial Group, Inc. | 2.95% | Reduce -1.2% | 16,602 | $1.6M |
| Bank of Nova Scotia | 0.00% | New | 16,576 | $1.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +44.0% | 15,713 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 15,550 | $1.5M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -10.2% | 14,805 | $1.5M |
| Sutton Place Investors LLC | 0.96% | Add +39.7% | 14,729 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.64% | Add +3.8% | 11,549 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 1.01% | Add +67.5% | 11,516 | $1.1M |
| Bank of America Corp. | 0.00% | Add +255.5% | 11,514 | $1.1M |
| TFB Advisors LLC | 0.36% | Reduce -9.8% | 11,316 | $1.1M |
| Goodman Advisory Group, LLC | 0.32% | Add +155.9% | 10,865 | $1.1M |
| Betterment LLC | 0.00% | Add +83.2% | 9,927 | $974K |
| Strategic Financial Concepts, LLC | 0.56% | Add +2740.4% | 256,235 | $957K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.2% | 9,678 | $950K |
| Ignite Planners, LLC | 0.23% | Add +14.8% | 9,352 | $936K |
| Prudential Financial Inc. | 0.00% | Add +117.4% | 9,360 | $918K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +12.8% | 8,792 | $863K |
| GGM Financial LLC | 0.78% | — | 8,624 | $846K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +7.3% | 8,577 | $842K |
| Renaissance Technologies | 0.00% | New | 8,400 | $824K |
| Raymond James & Associates | 0.00% | Reduce -1.9% | 8,039 | $789K |
| HighTower Advisors, LLC | 0.00% | Add +38.7% | 7,897 | $778K |
| Olde Wealth Management, LLC | 0.26% | New | 6,858 | $672K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 6,434 | $631K |
| Private Trust Co. NA | 0.07% | Reduce -1.8% | 6,272 | $615K |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Add +8.9% | 6,221 | $610K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -3.8% | 5,963 | $585K |
| Nabity-Jensen Investment Management Inc | 0.47% | New | 5,857 | $575K |
| Good Life Advisors, LLC | 0.05% | New | 5,761 | $565K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -4.5% | 5,712 | $560K |
| Semus Wealth Partners LLC | 0.39% | Add +15.7% | 5,206 | $511K |
| Emergent Wealth Advisors, LLC | 0.41% | Add +3.0% | 5,194 | $510K |
| Geneos Wealth Management Inc. | 0.02% | Add +41.7% | 5,130 | $503K |
| Vanguard Group Inc. | 0.00% | New | 5,031 | $494K |
| Advisory Services Network, LLC | 0.01% | Add +8.3% | 4,817 | $473K |
| Mutual Advisors, LLC | 0.01% | No change | 4,042 | $397K |
| Richardson Financial Services Inc. | 0.25% | Reduce -1.2% | 3,540 | $347K |
| Alera Investment Advisors, LLC | 0.04% | New | 3,535 | $347K |
| Wealthfront Advisers LLC | 0.00% | Add +12.0% | 3,230 | $317K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 3,108 | $305K |
| Global Retirement Partners, LLC | 0.01% | Reduce -15.6% | 3,070 | $301K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,042 | $299K |
| Northern Trust Corp. | 0.00% | New | 3,022 | $297K |
| Herold Advisors, Inc. | 0.06% | No change | 2,750 | $270K |
| Shared Vision Wealth Group LLC | 0.15% | Add +0.0% | 2,670 | $262K |
| Archer Investment Corp | 0.07% | Add +3.8% | 2,418 | $237K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 2,302 | $226K |
| PFG Advisors | 0.02% | Reduce -9.4% | 2,282 | $224K |
| Welch Group, LLC | 0.01% | No change | 2,227 | $218K |
| Family Asset Management, LLC | 0.13% | Add +1.4% | 2,049 | $201K |
| FMR LLC | 0.00% | Add +59.0% | 2,015 | $198K |
| Ancora Advisors LLC | 0.00% | Reduce -52.1% | 1,609 | $158K |
| Comerica Bank | 0.00% | Reduce -0.2% | 1,295 | $127K |
| Ridgewood Investments LLC | 0.06% | New | 1,149 | $113K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +291.3% | 994 | $98K |
| Allworth Financial LP | 0.00% | Add +0.8% | 653 | $65K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.