JPMorgan Betabuilders US EquBBUSETF
13F holders, Q2 2025 (June 30)174holders +9
23new positions
14sold out
2famous investors
$111.90avg. 13F price*
At the end of Q2 2025, 174 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 9 from Q1 2025. 23 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($416.9M), Janney Montgomery Scott LLC ($349.2M) and Vestmark Advisory Solutions, Inc. ($319.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Betabuilders US Equ
- CUSIP
- 46641Q399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $42.4M |
| Exits | 14 | $12.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,053,074 shares bought and 2,005,045 shares sold, net +1,048,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -15.9% | 3,724,792 | $416.9M |
| Janney Montgomery Scott LLC | 0.91% | Reduce -1.5% | 3,120,488 | $349.2M |
| Vestmark Advisory Solutions, Inc. | 4.62% | Add +108.0% | 2,856,818 | $319.7M |
| LPL Financial LLC | 0.10% | Reduce -0.1% | 2,804,857 | $313.9M |
| Morgan Stanley | 0.01% | Add +11.3% | 1,798,161 | $201.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.6% | 1,631,843 | $182.6M |
| Cornerstone Wealth Management, LLC | 4.67% | Reduce -5.0% | 687,686 | $77.0M |
| Gradient Investments LLC | 1.19% | Add +3.1% | 581,991 | $65.1M |
| Kelly Financial Group LLC | 15.76% | Add +11.3% | 486,677 | $54.5M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -12.2% | 482,627 | $54.0M |
| Assetmark, Inc. | 0.12% | Reduce -10.2% | 465,258 | $52.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 0.42% | No change | 463,000 | $51.8M |
| Robertson Stephens Wealth Management, LLC | 1.71% | Add +60.1% | 441,230 | $49.4M |
| Perigon Wealth Management, LLC | 1.05% | Add +0.5% | 402,511 | $45.0M |
| Cetera Investment Advisers | 0.07% | Add +0.3% | 360,284 | $40.3M |
| Tradition Wealth Management, LLC | 2.86% | Add +8.2% | 319,774 | $35.8M |
| Osaic Holdings, Inc. | 0.05% | Add +53.4% | 271,521 | $29.5M |
| MN Wealth Advisors, LLC | 14.72% | Reduce -16.5% | 226,009 | $25.3M |
| Wealth Group Ltd | 6.30% | Add +350.1% | 220,954 | $24.7M |
| Creative Planning | 0.02% | Reduce -76.8% | 206,981 | $23.2M |
| Park Avenue Securities LLC | 0.21% | Reduce -0.4% | 206,411 | $23.1M |
| MML Investors Services, LLC | 0.06% | Add +3.5% | 170,383 | $19.1M |
| IFG Advisory, LLC | 0.75% | Reduce -25.6% | 133,667 | $15.0M |
| Drive Wealth Management, LLC | 3.26% | Add +18.1% | 132,922 | $14.9M |
| Two Sigma Investments, LP | 0.03% | New | 127,900 | $14.3M |
| Cwm, LLC | 0.05% | Add +131.7% | 119,721 | $13.4M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -0.3% | 118,942 | $13.3M |
| Bank of America Corp. | 0.00% | Add +147.1% | 107,330 | $12.0M |
| Bravias Capital Group, LLC | 8.79% | Add +3.0% | 106,956 | $12.0M |
| Florida Financial Advisors, LLC | 2.85% | Reduce -0.8% | 104,893 | $11.7M |
| CreativeOne Wealth, LLC | 0.30% | Reduce -9.0% | 102,788 | $11.5M |
| 5T Wealth, LLC | 5.74% | Add +12.0% | 100,779 | $11.3M |
| Integrated Wealth Concepts LLC | 0.11% | Add +21.2% | 99,917 | $11.2M |
| Blue Oak Capital, LLC | 5.85% | Reduce -17.7% | 99,537 | $11.1M |
| Schmidt P J Investment Management Inc. | 1.51% | Reduce -0.7% | 78,025 | $8.7M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Reduce -12.0% | 76,264 | $8.5M |
| Alpha Advisors, LLC | 7.23% | New | 75,360 | $8.4M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +268.7% | 74,533 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.5% | 73,400 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -10.4% | 70,088 | $7.8M |
| Rosenberg Matthew Hamilton | 1.67% | Add +121.4% | 64,336 | $7.2M |
| Archford Capital Strategies, LLC | 0.90% | Reduce -27.0% | 62,679 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.0% | 56,461 | $6.3M |
| Aptus Capital Advisors, LLC | 0.06% | Add +31.3% | 55,270 | $6.2M |
| Wayfinding Financial, LLC | 2.33% | Reduce -2.6% | 45,609 | $5.2M |
| Ascent Group, LLC | 0.20% | Add +7.9% | 45,248 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +108.3% | 45,168 | $5.1M |
| Lake Street Private Wealth, LLC | 0.71% | Reduce -7.2% | 44,213 | $4.9M |
| VestGen Advisors, LLC | 0.19% | Add +88.9% | 41,528 | $4.7M |
| 3Chopt Investment Partners, LLC | 1.14% | Reduce -13.5% | 42,242 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +54.1% | 38,477 | $4.3M |
| WealthPlan Investment Management, LLC | 0.28% | New | 34,573 | $3.9M |
| Mgo One Seven LLC | 0.12% | New | 32,379 | $3.6M |
| Brown Financial Advisors | 1.36% | Reduce -1.6% | 31,109 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -27.8% | 30,874 | $3.5M |
| IFP Advisors, Inc | 0.10% | Add +38.6% | 30,219 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 29,344 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -24.4% | 29,280 | $3.3M |
| Lockerman Financial Group, Inc. | 3.98% | Reduce -8.6% | 26,442 | $3.0M |
| Fingerlakes Wealth Management, Inc. | 2.14% | Add +11.4% | 25,645 | $2.9M |
| ORG Partners LLC | 0.63% | New | 25,649 | $2.9M |
| Jacobi Capital Management LLC | 0.19% | Add +26.0% | 25,578 | $2.9M |
| Firethorn Wealth Partners, LLC | 1.23% | Add +11.1% | 25,429 | $2.8M |
| Mattson Financial Services, LLC | 0.74% | Add +36.3% | 24,680 | $2.8M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -26.6% | 23,965 | $2.7M |
| IAG Wealth Partners, LLC | 0.33% | Add +4776.0% | 22,381 | $2.5M |
| AdvisorNet Financial, Inc | 0.16% | Add +15.1% | 21,851 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.9% | 21,595 | $2.4M |
| Gateway Wealth Partners, LLC | 0.44% | Reduce -25.1% | 20,627 | $2.3M |
| Sutton Place Investors LLC | 1.36% | Add +1.0% | 20,192 | $2.3M |
| Cary Street Partners Investment Advisory LLC | 1.04% | Reduce -6.2% | 19,214 | $2.2M |
| Clear Creek Financial Management, LLC | 0.20% | Add +12.9% | 18,938 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 18,497 | $2.1M |
| Twin Peaks Wealth Advisors, LLC | 0.61% | Add +2.9% | 16,058 | $1.9M |
| Paladin Wealth, LLC | 1.40% | Reduce -11.9% | 16,058 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +5.1% | 14,977 | $1.7M |
| Ignite Planners, LLC | 0.29% | Add +7.5% | 14,793 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +20.7% | 14,381 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.7% | 14,301 | $1.6M |
| Nwam LLC | 0.09% | Add +0.4% | 13,585 | $1.6M |
| TFB Advisors LLC | 0.38% | Reduce -9.8% | 12,852 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +3.1% | 12,666 | $1.4M |
| Triad Wealth Partners, LLC | 0.25% | Add +0.8% | 10,865 | $1.2M |
| Hoxton Planning & Management, LLC | 0.41% | Add +367.5% | 10,672 | $1.2M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -3.3% | 10,364 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 9,297 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.6% | 9,052 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +11.8% | 8,715 | $975K |
| Geneos Wealth Management Inc. | 0.02% | Add +18.4% | 8,143 | $911K |
| Good Life Advisors, LLC | 0.06% | Add +5.4% | 7,934 | $888K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +167.0% | 7,856 | $879K |
| Private Trust Co. NA | 0.08% | Reduce -13.1% | 7,728 | $865K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +20.6% | 7,193 | $805K |
| Marshall Wace, LLP | 0.00% | New | 7,059 | $790K |
| Citigroup Inc. | 0.00% | New | 6,960 | $779K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.5% | 6,365 | $721K |
| Renaissance Technologies | 0.00% | Add +48.8% | 6,400 | $716K |
| Richardson Financial Services Inc. | 0.48% | Add +6.7% | 6,358 | $711K |
| Emergent Wealth Advisors, LLC | 0.45% | Add +2.3% | 6,250 | $700K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.8% | 6,195 | $693K |
| Vanguard Group Inc. | 0.00% | Reduce -11.2% | 5,958 | $667K |
| Nabity-Jensen Investment Management Inc | 0.48% | No change | 5,857 | $656K |
| Semus Wealth Partners LLC | 0.42% | Reduce -6.5% | 5,763 | $645K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.1% | 5,751 | $644K |
| Owen LaRue, LLC | 0.23% | New | 4,880 | $546K |
| Mutual Advisors, LLC | 0.01% | Add +16.6% | 4,713 | $544K |
| FMR LLC | 0.00% | Add +48.0% | 4,857 | $544K |
| GGM Financial LLC | 0.28% | Reduce -0.0% | 4,361 | $488K |
| Kelly Financial Services LLC | 0.14% | Add +6.6% | 4,255 | $476K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -73.5% | 4,224 | $473K |
| World Investment Advisors | 0.01% | Reduce -19.9% | 3,689 | $413K |
| Shared Vision Wealth Group LLC | 0.20% | Add +16.0% | 3,501 | $401K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.7% | 3,555 | $398K |
| Adirondack Trust Co. | 0.12% | Add +25.3% | 2,935 | $328K |
| Flagstar Securities, Inc. | 0.09% | Reduce -2.4% | 2,930 | $328K |
| Legacy Edge Advisors, LLC | 0.04% | New | 2,722 | $305K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,693 | $301K |
| Archer Investment Corp | 0.07% | Add +10.7% | 2,691 | $301K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +18.9% | 2,522 | $282K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -12.8% | 2,433 | $272K |
| Golden State Wealth Management, LLC | 0.03% | Add +6.8% | 2,321 | $260K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,302 | $258K |
| Welch Group, LLC | 0.01% | No change | 2,227 | $249K |
| Mariner, LLC | 0.00% | Reduce -18.3% | 2,218 | $248K |
| D. E. Shaw & Co. | 0.00% | New | 2,218 | $248K |
| KFA Private Wealth Group, LLC | 0.08% | New | 2,212 | $248K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 2,200 | $246K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 2,177 | $244K |
| Fortis Advisors, LLC | 0.15% | Reduce -33.4% | 2,053 | $230K |
| Betterment LLC | 0.00% | Reduce -68.7% | 2,049 | $229K |
| Absolute Capital Management, LLC | 0.11% | Reduce -8.4% | 2,028 | $227K |
| Herold Advisors, Inc. | 0.05% | No change | 2,000 | $224K |
| Mascagni Wealth Management, Inc. | 0.19% | Reduce -34.5% | 1,984 | $222K |
| JB Capital LLC | 0.01% | New | 1,959 | $219K |
| Well Done, LLC | 0.04% | New | 1,947 | $218K |
| Frederick Financial Consultants, LLC | 0.13% | New | 1,887 | $211K |
| Total Investment Management Inc. | 0.03% | New | 1,765 | $198K |
| Ancora Advisors LLC | 0.00% | No change | 1,609 | $180K |
| Wells Fargo & Company | 0.00% | New | 1,404 | $157K |
| Comerica Bank | 0.00% | Reduce -1.9% | 1,262 | $141K |
| Spire Wealth Management | 0.01% | Add +189.5% | 1,236 | $138K |
| Ridgewood Investments LLC | 0.06% | No change | 1,149 | $129K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 941 | $105K |
| LGT Financial Advisors LLC | 0.25% | Add +0.1% | 887 | $99K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.9% | 863 | $97K |
| Allworth Financial LP | 0.00% | Add +20.9% | 822 | $92K |
| Rossby Financial, LCC | 0.03% | No change | 625 | $70K |
| Blair William & Co. | 0.00% | Add +678.3% | 467 | $52K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 440 | $49K |
| WealthShield Partners, LLC | 0.01% | No change | 388 | $43K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 339 | $38K |
| Smartleaf Asset Management LLC | 0.00% | New | 285 | $32K |
| CoreCap Advisors, LLC | 0.00% | Add +208.1% | 268 | $30K |
| Family Legacy Financial Solutions, LLC | 0.02% | — | 242 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 208 | $23K |
| Webster Bank, N. A. | 0.00% | No change | 192 | $21K |
| Ameritas Advisory Services, LLC | 0.00% | New | 191 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.2% | 190 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 172 | $19K |
| JNBA Financial Advisors | 0.00% | No change | 136 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +59.0% | 132 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 129 | $14K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 111 | $12K |
| UBS Group AG | 0.00% | Add +1666.7% | 106 | $12K |
| WealthTrak Capital Management LLC | 0.01% | Reduce -44.7% | 63 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 50 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -63.9% | 43 | $5K |
| 2UniFi Bank | 0.00% | No change | 33 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 22 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 14 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 10 | $1K |
| Pineridge Advisors LLC | 0.00% | New | 9 | $1K |
| Creative Financial Designs Inc. | 0.00% | New | 9 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -11.1% | 8 | $896 |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.