JPMorgan Betabuilders US EquBBUSETF
13F holders, Q3 2024 (September 30)134holders +11
23new positions
11sold out
1famous investor
$103.59avg. 13F price*
At the end of Q3 2024, 134 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 11 from Q2 2024. 23 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($384.2M), Janney Montgomery Scott LLC ($261.3M) and LPL Financial LLC ($229.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $84.1M |
| Exits | 11 | $4.6M |
All 13F filers, Q2 2024 → Q3 2024: 4,139,586 shares bought and 341,360 shares sold, net +3,798,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| JPMorgan Chase & Co. | 0.03% | Add +26.6% | 3,708,785 | $384.2M |
| Janney Montgomery Scott LLC | 0.73% | Add +26.8% | 2,523,154 | $261.3M |
| LPL Financial LLC | 0.10% | Add +31.9% | 2,215,723 | $229.5M |
| Morgan Stanley | 0.01% | Add +5.1% | 1,329,807 | $137.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +34.5% | 1,167,889 | $121.0M |
| Vestmark Advisory Solutions, Inc. | 4.25% | Add +12.5% | 1,102,318 | $114.2M |
| Cornerstone Wealth Management, LLC | 4.94% | Add +4.5% | 677,451 | $70.2M |
| Assetmark, Inc. | 0.16% | Add +19.2% | 555,913 | $57.6M |
| Kowal Investment Group, LLC | 9.44% | New | 495,546 | $51.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +33.3% | 488,932 | $50.6M |
| Perigon Wealth Management, LLC | 1.02% | Add +9.9% | 366,095 | $37.9M |
| MN Wealth Advisors, LLC | 17.54% | Add +8.4% | 297,589 | $30.8M |
| Osaic Holdings, Inc. | 0.06% | Add +18.6% | 252,475 | $26.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +99.3% | 230,419 | $23.9M |
| Cetera Investment Advisers | 0.05% | Add +30.5% | 218,340 | $22.6M |
| Robertson Stephens Wealth Management, LLC | 0.75% | New | 196,861 | $20.4M |
| IFG Advisory, LLC | 1.09% | Add +47.3% | 164,770 | $17.1M |
| Park Avenue Securities LLC | 0.16% | Add +31.1% | 139,196 | $14.4M |
| MML Investors Services, LLC | 0.05% | Add +42.8% | 131,476 | $13.6M |
| Tradition Wealth Management, LLC | 1.18% | Add +5.6% | 127,674 | $13.2M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +6.0% | 127,286 | $13.2M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +6.0% | 127,286 | $13.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.8% | 117,865 | $12.2M |
| Florida Financial Advisors, LLC | 6.19% | Add +4.1% | 115,839 | $12.0M |
| CreativeOne Wealth, LLC | 0.40% | Add +38.7% | 114,534 | $11.9M |
| Archford Capital Strategies, LLC | 1.39% | Add +6.1% | 87,237 | $9.2M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Add +9.6% | 88,659 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +91.4% | 85,350 | $8.8M |
| Schmidt P J Investment Management Inc. | 1.36% | Add +6.5% | 76,284 | $7.9M |
| Susquehanna International Group, LLP | 0.01% | Add +165.9% | 72,540 | $7.5M |
| Private Advisor Group, LLC | 0.04% | Add +70.6% | 57,906 | $6.0M |
| Equitable Holdings, Inc. | 0.05% | New | 49,882 | $5.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +11.6% | 46,655 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +56.6% | 46,180 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 44,433 | $4.6M |
| Lake Street Private Wealth, LLC | 0.70% | Add +18.6% | 42,086 | $4.4M |
| Wayfinding Financial, LLC | 3.10% | Add +19.6% | 40,299 | $4.2M |
| Ascent Group, LLC | 0.31% | Add +1.4% | 40,045 | $4.1M |
| Jacobi Capital Management LLC | 0.27% | Reduce -36.4% | 34,843 | $3.6M |
| Farther Finance Advisors, LLC | 0.13% | Add +123.9% | 33,145 | $3.4M |
| 3Chopt Investment Partners, LLC | 1.21% | Add +14.3% | 32,663 | $3.4M |
| Cwm, LLC | 0.01% | Add +46270.2% | 31,068 | $3.2M |
| GeoWealth Management, LLC | 0.10% | Add +9.9% | 26,316 | $2.7M |
| Rosenberg Matthew Hamilton | 0.66% | Add +38.2% | 24,495 | $2.5M |
| Lockerman Financial Group, Inc. | 3.96% | Add +36.1% | 22,591 | $2.3M |
| Aptus Capital Advisors, LLC | 0.04% | Add +42.4% | 22,371 | $2.3M |
| IFP Advisors, Inc | 0.08% | Add +23.3% | 21,819 | $2.3M |
| Transcend Capital Advisors, LLC | 0.15% | Add +11.9% | 21,251 | $2.2M |
| Firethorn Wealth Partners, LLC | 1.09% | Add +79.6% | 20,743 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.72% | Add +73.8% | 20,013 | $2.1M |
| Gateway Wealth Partners, LLC | 0.51% | Reduce -24.9% | 18,020 | $1.9M |
| Sutton Place Investors LLC | 1.11% | Add +19.2% | 17,563 | $1.8M |
| Nwam LLC | 0.10% | New | 16,040 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +49.4% | 13,985 | $1.4M |
| Renaissance Technologies | 0.00% | Add +65.5% | 13,900 | $1.4M |
| TFB Advisors LLC | 0.43% | Add +22.4% | 13,849 | $1.4M |
| Raymond James & Associates | 0.00% | Add +66.0% | 13,348 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +49.4% | 12,810 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | New | 12,085 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 11,457 | $1.2M |
| Goodman Advisory Group, LLC | 0.32% | Reduce -1.0% | 10,756 | $1.1M |
| Ignite Planners, LLC | 0.25% | Add +12.0% | 10,474 | $1.1M |
| Townsquare Capital LLC | 0.01% | New | 10,385 | $1.1M |
| Drive Wealth Management, LLC | 0.28% | New | 10,221 | $1.1M |
| Betterment LLC | 0.00% | Add +2.9% | 10,211 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.4% | 9,253 | $958K |
| HighTower Advisors, LLC | 0.00% | Add +12.9% | 8,913 | $923K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +37.3% | 8,832 | $907K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +184.7% | 8,661 | $897K |
| GGM Financial LLC | 0.77% | Add +0.0% | 8,627 | $894K |
| Olde Wealth Management, LLC | 0.30% | Add +19.1% | 8,165 | $845K |
| Private Trust Co. NA | 0.08% | Add +28.9% | 8,087 | $838K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.5% | 7,847 | $813K |
| Twin Peaks Wealth Advisors, LLC | 0.34% | Add +14.0% | 7,092 | $735K |
| Good Life Advisors, LLC | 0.04% | Add +20.4% | 6,935 | $718K |
| Semus Wealth Partners LLC | 0.43% | Add +15.0% | 5,985 | $620K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,963 | $618K |
| Nabity-Jensen Investment Management Inc | 0.46% | No change | 5,857 | $607K |
| Vanguard Group Inc. | 0.00% | Add +12.2% | 5,647 | $585K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -4.0% | 5,483 | $568K |
| Emergent Wealth Advisors, LLC | 0.40% | Add +1.6% | 5,276 | $546K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.6% | 5,162 | $535K |
| Advisory Services Network, LLC | 0.01% | No change | 4,817 | $473K |
| Mutual Advisors, LLC | 0.01% | No change | 4,042 | $423K |
| Global Retirement Partners, LLC | 0.01% | Add +18.5% | 3,639 | $377K |
| Alera Investment Advisors, LLC | 0.04% | Add +0.5% | 3,553 | $368K |
| Fortis Advisors, LLC | 0.23% | New | 3,477 | $360K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +10.1% | 3,422 | $354K |
| Richardson Financial Services Inc. | 0.22% | No change | 3,540 | $347K |
| JB Capital LLC | 0.02% | New | 3,138 | $325K |
| Strategic Financial Concepts, LLC | 0.10% | Reduce -98.8% | 3,059 | $317K |
| Northern Trust Corp. | 0.00% | No change | 3,022 | $313K |
| Zacks Investment Management | 0.00% | New | 2,990 | $310K |
| World Investment Advisors | 0.01% | New | 2,801 | $290K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 2,670 | $277K |
| FMR LLC | 0.00% | Add +31.7% | 2,654 | $275K |
| PFG Advisors | 0.02% | Add +11.2% | 2,538 | $263K |
| Family Asset Management, LLC | 0.16% | Add +23.3% | 2,527 | $262K |
| Archer Investment Corp | 0.07% | No change | 2,418 | $250K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 2,303 | $238K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.