JPMorgan Betabuilders US EquBBUSETF
13F holders, Q1 2025 (March 31)165holders +12
26new positions
12sold out
1famous investor
$100.89avg. 13F price*
At the end of Q1 2025, 165 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 12 from Q4 2024. 26 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($447.0M), Janney Montgomery Scott LLC ($319.8M) and LPL Financial LLC ($283.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $399.9M |
| Exits | 12 | $27.6M |
All 13F filers, Q4 2024 → Q1 2025: 6,955,789 shares bought and 889,177 shares sold, net +6,066,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| JPMorgan Chase & Co. | 0.03% | Add +6.6% | 4,430,698 | $447.0M |
| Janney Montgomery Scott LLC | 0.91% | New | 3,169,322 | $319.8M |
| LPL Financial LLC | 0.11% | Add +17.3% | 2,806,216 | $283.1M |
| Morgan Stanley | 0.01% | Add +15.7% | 1,615,423 | $163.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +26.1% | 1,590,203 | $160.4M |
| Vestmark Advisory Solutions, Inc. | 3.57% | Add +13.6% | 1,373,141 | $138.5M |
| Creative Planning | 0.08% | Add +11499.7% | 892,948 | $90.1M |
| Cornerstone Wealth Management, LLC | 4.94% | Add +2.5% | 723,582 | $73.0M |
| Gradient Investments LLC | 1.15% | New | 564,311 | $56.9M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +17.6% | 549,502 | $55.4M |
| Assetmark, Inc. | 0.14% | Add +0.7% | 518,070 | $52.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 0.42% | No change | 463,000 | $46.7M |
| Kelly Financial Group LLC | 13.79% | Add +10.5% | 437,361 | $44.1M |
| Perigon Wealth Management, LLC | 1.04% | Add +0.7% | 400,462 | $40.4M |
| Cetera Investment Advisers | 0.07% | Add +34.0% | 359,063 | $36.2M |
| Tradition Wealth Management, LLC | 2.62% | Add +85.0% | 295,440 | $29.8M |
| Robertson Stephens Wealth Management, LLC | 1.04% | Add +3.2% | 275,608 | $27.8M |
| MN Wealth Advisors, LLC | 16.05% | Reduce -8.2% | 270,775 | $27.3M |
| Park Avenue Securities LLC | 0.26% | Add +33.8% | 207,284 | $20.9M |
| IFG Advisory, LLC | 1.00% | Add +0.1% | 179,714 | $18.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -47.9% | 177,063 | $17.9M |
| MML Investors Services, LLC | 0.06% | Add +19.6% | 164,638 | $16.6M |
| Blue Oak Capital, LLC | 6.74% | Reduce -1.3% | 120,971 | $12.2M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -8.2% | 119,290 | $12.0M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -8.2% | 119,290 | $12.0M |
| CreativeOne Wealth, LLC | 0.34% | Add +2.5% | 112,949 | $11.4M |
| Drive Wealth Management, LLC | 2.67% | Add +40.0% | 112,547 | $11.4M |
| Florida Financial Advisors, LLC | 4.21% | Reduce -9.9% | 105,715 | $10.7M |
| Bravias Capital Group, LLC | 8.50% | Add +2.8% | 103,879 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 102,693 | $10.4M |
| 5T Wealth, LLC | 5.17% | Reduce -7.0% | 90,002 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Add +4.0% | 86,663 | $8.7M |
| Archford Capital Strategies, LLC | 1.27% | Reduce -13.9% | 85,828 | $8.7M |
| Integrated Wealth Concepts LLC | 0.10% | Add +78.1% | 82,460 | $8.3M |
| Schmidt P J Investment Management Inc. | 1.45% | Reduce -0.3% | 78,581 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +71.6% | 78,192 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.9% | 63,423 | $6.4M |
| Cwm, LLC | 0.02% | Add +48.5% | 51,676 | $5.2M |
| Wealth Group Ltd | 1.45% | New | 49,088 | $5.0M |
| 3Chopt Investment Partners, LLC | 1.29% | Add +23.4% | 48,836 | $4.9M |
| Lake Street Private Wealth, LLC | 0.79% | Add +1.6% | 47,659 | $4.8M |
| Townsquare Capital LLC | 0.05% | Add +103.4% | 47,543 | $4.8M |
| Wayfinding Financial, LLC | 2.07% | Add +5.4% | 46,811 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 43,431 | $4.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -14.1% | 42,733 | $4.3M |
| Aptus Capital Advisors, LLC | 0.05% | Add +50.5% | 42,102 | $4.2M |
| Ascent Group, LLC | 0.18% | Add +7.2% | 41,927 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.4% | 38,709 | $3.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +32.5% | 32,657 | $3.3M |
| Brown Financial Advisors | 1.31% | New | 31,607 | $3.2M |
| Rosenberg Matthew Hamilton | 0.74% | Add +5.9% | 29,061 | $2.9M |
| Lockerman Financial Group, Inc. | 4.41% | Add +28.1% | 28,918 | $2.9M |
| Gateway Wealth Partners, LLC | 0.62% | Add +32.1% | 27,555 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.9% | 24,966 | $2.5M |
| Fingerlakes Wealth Management, Inc. | 1.98% | Add +4.1% | 23,023 | $2.3M |
| Firethorn Wealth Partners, LLC | 1.10% | Add +8.8% | 22,892 | $2.3M |
| VestGen Advisors, LLC | 0.10% | — | 21,983 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +0.3% | 21,804 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Reduce -1.8% | 21,793 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -91.7% | 21,685 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 1.19% | Add +8.8% | 20,477 | $2.1M |
| Jacobi Capital Management LLC | 0.15% | Reduce -40.2% | 20,303 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 20,213 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +28.0% | 20,153 | $2.0M |
| Sutton Place Investors LLC | 1.36% | Add +5.8% | 19,988 | $2.0M |
| AdvisorNet Financial, Inc | 0.14% | Add +0.5% | 18,981 | $1.9M |
| HMV Wealth Advisors, LLC | 1.48% | No change | 18,551 | $1.9M |
| Paladin Wealth, LLC | 1.65% | New | 18,225 | $1.8M |
| Mattson Financial Services, LLC | 0.55% | New | 18,109 | $1.8M |
| Clear Creek Financial Management, LLC | 0.18% | New | 16,770 | $1.7M |
| Strategic Financial Concepts, LLC | 0.30% | Add +14.3% | 15,957 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.69% | Add +18.7% | 15,607 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +9.1% | 14,255 | $1.4M |
| TFB Advisors LLC | 0.41% | Add +2.5% | 14,253 | $1.4M |
| Ignite Planners, LLC | 0.27% | Add +27.0% | 13,758 | $1.4M |
| Nwam LLC | 0.12% | Reduce -9.0% | 13,529 | $1.4M |
| Goodman Advisory Group, LLC | 0.39% | New | 12,812 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +20.5% | 12,279 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | New | 11,918 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.5% | 10,859 | $1.1M |
| Triad Wealth Partners, LLC | 0.34% | New | 10,780 | $1.1M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -9.3% | 10,713 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +17.9% | 9,908 | $1000K |
| Olde Wealth Management, LLC | 0.33% | Add +12.5% | 9,237 | $931K |
| GTS Securities LLC | 0.04% | New | 9,094 | $917K |
| Private Trust Co. NA | 0.09% | Add +14.0% | 8,893 | $897K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 7,796 | $787K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.3% | 7,719 | $779K |
| Good Life Advisors, LLC | 0.05% | Add +3.4% | 7,526 | $759K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -86.7% | 7,023 | $709K |
| Geneos Wealth Management Inc. | 0.02% | Add +22.9% | 6,879 | $694K |
| Vanguard Group Inc. | 0.00% | Add +6.6% | 6,711 | $677K |
| Betterment LLC | 0.00% | Reduce -15.1% | 6,538 | $660K |
| Semus Wealth Partners LLC | 0.43% | Add +2.5% | 6,162 | $622K |
| Emergent Wealth Advisors, LLC | 0.45% | Add +15.5% | 6,111 | $617K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,963 | $602K |
| Richardson Financial Services Inc. | 0.46% | Add +30.5% | 5,958 | $601K |
| Nabity-Jensen Investment Management Inc | 0.47% | No change | 5,857 | $591K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -7.8% | 5,744 | $580K |
| World Investment Advisors | 0.01% | Add +35.9% | 4,603 | $464K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.