JPMorgan Betabuilders US EquBBUSETF
13F holders, Q4 2024 (December 31)153holders +19
19new positions
10sold out
1famous investor
$105.97avg. 13F price*
At the end of Q4 2024, 153 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 19 from Q3 2024. 19 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($440.2M), LPL Financial LLC ($253.5M) and Morgan Stanley ($147.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $73.4M |
| Exits | 10 | $266.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,186,161 shares bought and 2,683,225 shares sold, net −497,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| JPMorgan Chase & Co. | 0.03% | Add +12.1% | 4,155,921 | $440.2M |
| LPL Financial LLC | 0.10% | Add +8.0% | 2,393,095 | $253.5M |
| Morgan Stanley | 0.01% | Add +5.0% | 1,396,320 | $147.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +8.0% | 1,261,043 | $133.6M |
| Vestmark Advisory Solutions, Inc. | 4.41% | Add +9.7% | 1,209,249 | $128.1M |
| Cornerstone Wealth Management, LLC | 5.05% | Add +4.2% | 705,569 | $74.7M |
| Assetmark, Inc. | 0.15% | Reduce -7.4% | 514,723 | $54.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -4.5% | 467,055 | $49.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 0.42% | New | 463,000 | $49.0M |
| Perigon Wealth Management, LLC | 1.05% | Add +8.6% | 397,598 | $42.6M |
| Kelly Financial Group LLC | 14.91% | — | 395,917 | $41.9M |
| Osaic Holdings, Inc. | 0.08% | Add +34.7% | 339,986 | $36.0M |
| MN Wealth Advisors, LLC | 17.59% | Reduce -0.8% | 295,064 | $31.3M |
| Cetera Investment Advisers | 0.06% | Add +22.7% | 267,941 | $28.4M |
| Robertson Stephens Wealth Management, LLC | 1.01% | Add +35.7% | 267,175 | $28.3M |
| Raymond James Financial Inc. | 0.01% | — | 260,557 | $27.6M |
| IFG Advisory, LLC | 1.08% | Add +9.0% | 179,592 | $19.0M |
| Tradition Wealth Management, LLC | 1.49% | Add +25.1% | 159,677 | $16.9M |
| Park Avenue Securities LLC | 0.17% | Add +11.3% | 154,938 | $16.4M |
| MML Investors Services, LLC | 0.05% | Add +4.7% | 137,610 | $14.6M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +2.0% | 129,874 | $13.8M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +2.0% | 129,874 | $13.8M |
| Blue Oak Capital, LLC | 7.88% | — | 122,515 | $13.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.6% | 119,690 | $12.7M |
| Florida Financial Advisors, LLC | 5.55% | Add +1.3% | 117,308 | $12.4M |
| Two Sigma Investments, LP | 0.03% | New | 114,900 | $12.2M |
| CreativeOne Wealth, LLC | 0.36% | Reduce -3.8% | 110,167 | $11.7M |
| Bravias Capital Group, LLC | 8.96% | — | 101,074 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +20.8% | 103,128 | $10.9M |
| Archford Capital Strategies, LLC | 1.60% | Add +14.3% | 99,720 | $10.6M |
| 5T Wealth, LLC | 5.62% | — | 96,793 | $10.3M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Reduce -6.0% | 83,346 | $8.8M |
| Drive Wealth Management, LLC | 2.09% | Add +686.2% | 80,360 | $8.5M |
| Schmidt P J Investment Management Inc. | 1.45% | Add +3.3% | 78,819 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +16.4% | 67,397 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.2% | 60,813 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +14.0% | 52,638 | $5.6M |
| Equitable Holdings, Inc. | 0.05% | Reduce -0.2% | 49,766 | $5.3M |
| Lake Street Private Wealth, LLC | 0.80% | Add +11.4% | 46,900 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.8% | 46,305 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 45,558 | $4.8M |
| Bank of America Corp. | 0.00% | Add +294.5% | 45,199 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 44,519 | $4.7M |
| Wayfinding Financial, LLC | 2.51% | Add +10.2% | 44,396 | $4.7M |
| 3Chopt Investment Partners, LLC | 1.44% | Add +21.2% | 39,583 | $4.2M |
| Ascent Group, LLC | 0.31% | Reduce -2.3% | 39,122 | $4.1M |
| Cwm, LLC | 0.02% | Add +12.0% | 34,799 | $3.7M |
| Jacobi Capital Management LLC | 0.27% | Reduce -2.6% | 33,948 | $3.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +25.0% | 27,972 | $3.0M |
| Rosenberg Matthew Hamilton | 0.76% | Add +12.0% | 27,431 | $2.9M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -25.6% | 24,652 | $2.6M |
| Renaissance Technologies | 0.00% | Add +71.2% | 23,800 | $2.5M |
| Townsquare Capital LLC | 0.03% | Add +125.1% | 23,372 | $2.5M |
| Lockerman Financial Group, Inc. | 4.07% | Reduce -0.1% | 22,569 | $2.4M |
| GeoWealth Management, LLC | 0.08% | Reduce -15.6% | 22,199 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.89% | Add +10.5% | 22,110 | $2.3M |
| IFP Advisors, Inc | 0.08% | Reduce -0.4% | 21,735 | $2.3M |
| Firethorn Wealth Partners, LLC | 1.11% | Add +1.5% | 21,047 | $2.2M |
| Gateway Wealth Partners, LLC | 0.57% | Add +15.8% | 20,864 | $2.2M |
| Sutton Place Investors LLC | 1.16% | Add +7.6% | 18,892 | $2.0M |
| AdvisorNet Financial, Inc | 0.17% | New | 18,891 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 1.31% | New | 18,818 | $2.0M |
| HMV Wealth Advisors, LLC | 1.97% | — | 18,551 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +78.3% | 15,743 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +17.5% | 15,048 | $1.7M |
| Nwam LLC | 0.10% | Reduce -7.3% | 14,867 | $1.6M |
| Strategic Financial Concepts, LLC | 0.28% | Add +356.5% | 13,964 | $1.5M |
| TFB Advisors LLC | 0.42% | Add +0.4% | 13,908 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.59% | Add +85.4% | 13,148 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +171.3% | 13,067 | $1.4M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -2.3% | 11,811 | $1.3M |
| Ignite Planners, LLC | 0.25% | Add +3.4% | 10,833 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 10,389 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +17.7% | 10,191 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 9,450 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 8,404 | $890K |
| Olde Wealth Management, LLC | 0.31% | Add +0.5% | 8,208 | $869K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 8,193 | $868K |
| Private Trust Co. NA | 0.08% | Reduce -3.5% | 7,803 | $826K |
| Creative Planning | 0.00% | New | 7,698 | $815K |
| Betterment LLC | 0.00% | Reduce -24.6% | 7,697 | $815K |
| Good Life Advisors, LLC | 0.06% | Add +5.0% | 7,282 | $771K |
| GGM Financial LLC | 0.82% | Reduce -16.1% | 7,239 | $767K |
| Vanguard Group Inc. | 0.00% | Add +11.5% | 6,294 | $667K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +13.6% | 6,227 | $660K |
| Semus Wealth Partners LLC | 0.42% | Add +0.4% | 6,009 | $636K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,963 | $632K |
| Nabity-Jensen Investment Management Inc | 0.47% | No change | 5,857 | $620K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +71.0% | 5,852 | $620K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.4% | 5,596 | $593K |
| Emergent Wealth Advisors, LLC | 0.41% | Add +0.3% | 5,290 | $560K |
| Richardson Financial Services Inc. | 0.34% | Add +29.0% | 4,567 | $486K |
| Independent Advisor Alliance | 0.01% | New | 4,460 | $472K |
| Mutual Advisors, LLC | 0.01% | No change | 4,042 | $433K |
| Global Retirement Partners, LLC | 0.01% | Add +1.3% | 3,686 | $390K |
| Fortis Advisors, LLC | 0.24% | Add +0.8% | 3,504 | $371K |
| FMR LLC | 0.00% | Add +28.6% | 3,412 | $361K |
| World Investment Advisors | 0.01% | Add +20.9% | 3,386 | $359K |
| Kelly Financial Services LLC | 0.13% | New | 3,339 | $354K |
| JB Capital LLC | 0.02% | Add +0.4% | 3,150 | $334K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.