JPMorgan Betabuilders US EquBBUSETF
13F holders, Q3 2025 (September 30)186holders +12
26new positions
13sold out
1famous investor
$120.65avg. 13F price*
At the end of Q3 2025, 186 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 12 from Q2 2025. 26 opened new positions and 13 sold out. The largest holders were JPMorgan Chase & Co. ($512.3M), Janney Montgomery Scott LLC ($396.9M) and LPL Financial LLC ($358.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $31.7M |
| Exits | 13 | $20.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,041,140 shares bought and 2,417,892 shares sold, net +623,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| JPMorgan Chase & Co. | 0.03% | Add +14.0% | 4,246,186 | $512.3M |
| Janney Montgomery Scott LLC | 0.94% | Add +5.4% | 3,289,691 | $396.9M |
| LPL Financial LLC | 0.10% | Add +5.9% | 2,969,976 | $358.4M |
| Morgan Stanley | 0.02% | Add +26.8% | 2,280,550 | $275.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.2% | 1,797,695 | $216.9M |
| Vestmark Advisory Solutions, Inc. | 3.48% | Reduce -47.1% | 1,510,723 | $182.3M |
| Cornerstone Wealth Management, LLC | 4.53% | Reduce -1.1% | 680,381 | $82.1M |
| Assetmark, Inc. | 0.14% | Add +17.8% | 548,106 | $66.1M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +9.7% | 529,236 | $63.9M |
| Integrated Wealth Concepts LLC | 0.56% | Add +414.9% | 514,497 | $62.1M |
| Kelly Financial Group LLC | 15.85% | Add +1.8% | 495,230 | $59.8M |
| Robertson Stephens Wealth Management, LLC | 1.69% | Add +5.4% | 464,962 | $56.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 0.42% | No change | 463,000 | $55.9M |
| Cetera Investment Advisers | 0.06% | Add +21.4% | 437,427 | $52.8M |
| Perigon Wealth Management, LLC | 1.02% | Add +2.9% | 414,025 | $50.0M |
| Wealth Group Ltd | 10.55% | Add +71.0% | 377,826 | $45.6M |
| Tradition Wealth Management, LLC | 3.01% | Add +5.4% | 337,120 | $40.7M |
| Osaic Holdings, Inc. | 0.05% | Add +2.3% | 277,873 | $33.0M |
| MN Wealth Advisors, LLC | 15.00% | Add +2.9% | 232,617 | $28.1M |
| Park Avenue Securities LLC | 0.20% | Add +0.5% | 207,429 | $25.0M |
| MML Investors Services, LLC | 0.06% | Add +11.3% | 189,673 | $22.9M |
| Drive Wealth Management, LLC | 4.02% | Add +18.2% | 157,136 | $19.0M |
| Cwm, LLC | 0.05% | Add +18.6% | 142,002 | $17.1M |
| IFG Advisory, LLC | 0.74% | Add +0.9% | 134,840 | $16.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +2.3% | 121,726 | $14.7M |
| 5T Wealth, LLC | 6.11% | Add +15.3% | 116,210 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Add +150.4% | 113,125 | $13.6M |
| Bravias Capital Group, LLC | 8.99% | Add +4.3% | 111,530 | $13.5M |
| CreativeOne Wealth, LLC | 0.29% | Reduce -2.9% | 99,781 | $12.0M |
| Florida Financial Advisors, LLC | 3.58% | Reduce -8.6% | 95,929 | $11.6M |
| Gradient Investments LLC | 0.19% | Reduce -83.6% | 95,493 | $11.5M |
| Creative Planning | 0.01% | Reduce -54.3% | 94,512 | $11.4M |
| Ascent Group, LLC | 0.37% | Add +92.4% | 87,039 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +22.2% | 85,629 | $10.3M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +14.6% | 85,395 | $10.3M |
| Golden State Wealth Management, LLC | 1.11% | Add +3495.2% | 83,445 | $10.1M |
| Alpha Advisors, LLC | 7.14% | Add +4.4% | 78,705 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Add +4.6% | 76,781 | $9.3M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Reduce -1.1% | 75,407 | $9.1M |
| Schmidt P J Investment Management Inc. | 1.50% | Reduce -3.5% | 75,285 | $9.1M |
| Rosenberg Matthew Hamilton | 1.71% | Add +2.1% | 65,664 | $7.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +11.6% | 61,663 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.1% | 51,583 | $6.2M |
| von Borstel & Associates, Inc. | 0.94% | New | 49,831 | $6.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.72% | New | 50,254 | $6.1M |
| Wayfinding Financial, LLC | 2.58% | Add +9.1% | 49,737 | $6.0M |
| Lake Street Private Wealth, LLC | 0.73% | Add +5.6% | 46,699 | $5.6M |
| 3Chopt Investment Partners, LLC | 1.27% | Add +9.6% | 46,291 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -21.0% | 44,593 | $5.4M |
| VestGen Advisors, LLC | 0.17% | Add +0.8% | 41,864 | $5.1M |
| Mgo One Seven LLC | 0.11% | Add +26.6% | 40,999 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +27.1% | 39,253 | $4.7M |
| Composition Wealth, LLC | 0.06% | New | 34,631 | $4.2M |
| IFP Advisors, Inc | 0.10% | Add +5.5% | 31,889 | $3.8M |
| GTS Securities LLC | 0.14% | New | 30,567 | $3.7M |
| Lockerman Financial Group, Inc. | 4.37% | Add +8.7% | 28,747 | $3.5M |
| Fingerlakes Wealth Management, Inc. | 2.21% | Add +9.6% | 28,100 | $3.4M |
| Firethorn Wealth Partners, LLC | 1.21% | Add +0.1% | 25,442 | $3.1M |
| WealthPlan Investment Management, LLC | 0.20% | Reduce -26.9% | 25,282 | $3.1M |
| ORG Partners LLC | 0.55% | Reduce -4.4% | 24,518 | $3.0M |
| AdvisorNet Financial, Inc | 0.16% | Add +7.4% | 23,475 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -78.5% | 23,072 | $2.8M |
| Jacobi Capital Management LLC | 0.16% | Reduce -14.9% | 21,776 | $2.6M |
| IAG Wealth Partners, LLC | 0.31% | Reduce -4.6% | 21,355 | $2.6M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -12.7% | 20,922 | $2.5M |
| Sutton Place Investors LLC | 1.36% | Reduce -2.0% | 19,783 | $2.4M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -69.1% | 19,358 | $2.3M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -0.1% | 18,919 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Reduce -13.0% | 18,796 | $2.3M |
| Cary Street Partners Investment Advisory LLC | 0.95% | Reduce -2.5% | 18,741 | $2.3M |
| Legacy Edge Advisors, LLC | 0.25% | Add +547.7% | 17,631 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,364 | $2.1M |
| Renaissance Technologies | 0.00% | Add +167.2% | 17,100 | $2.1M |
| Gateway Wealth Partners, LLC | 0.26% | Reduce -22.2% | 16,054 | $1.9M |
| Twin Peaks Wealth Advisors, LLC | 0.63% | Reduce -5.0% | 15,262 | $1.8M |
| Ignite Planners, LLC | 0.30% | Add +1.7% | 15,042 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +1.1% | 14,539 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 13,804 | $1.7M |
| Nwam LLC | 0.09% | Reduce -0.3% | 13,540 | $1.6M |
| Mattson Financial Services, LLC | 0.39% | Reduce -45.3% | 13,489 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +58.0% | 12,415 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -37.0% | 11,647 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | Add +24.4% | 11,561 | $1.4M |
| Triad Wealth Partners, LLC | 0.18% | Add +4.9% | 11,397 | $1.4M |
| Silverlake Wealth Management LLC | 0.33% | New | 11,012 | $1.3M |
| Bank of Nova Scotia | 0.00% | New | 10,860 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -27.9% | 10,799 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +32.2% | 10,763 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -18.4% | 10,342 | $1.2M |
| TFB Advisors LLC | 0.34% | Reduce -25.3% | 9,604 | $1.2M |
| Olde Wealth Management, LLC | 0.35% | — | 9,245 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +21.9% | 9,423 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +7.7% | 9,387 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 9,011 | $1.1M |
| HRT Financial LP | 0.00% | New | 8,699 | $1.0M |
| Hoxton Planning & Management, LLC | 0.32% | Reduce -22.2% | 8,299 | $1.0M |
| BAM Wealth Management, LLC | 0.73% | — | 7,814 | $943K |
| Richardson Financial Services Inc. | 0.56% | Add +18.0% | 7,502 | $905K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.8% | 7,390 | $892K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 7,193 | $872K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.0% | 7,003 | $845K |
| Emergent Wealth Advisors, LLC | 0.44% | Add +1.3% | 6,328 | $764K |
| Semus Wealth Partners LLC | 0.41% | Add +3.9% | 5,987 | $722K |
| Vanguard Group Inc. | 0.00% | Reduce -2.8% | 5,789 | $699K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.1% | 5,758 | $695K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.1% | 5,722 | $694K |
| NewEdge Advisors, LLC | 0.00% | Add +1165.5% | 5,568 | $672K |
| Owen LaRue, LLC | 0.25% | Add +6.9% | 5,215 | $629K |
| Nabity-Jensen Investment Management Inc | 0.43% | Reduce -12.4% | 5,132 | $619K |
| Goodman Advisory Group, LLC | 0.15% | New | 5,072 | $612K |
| Arkadios Wealth Advisors | 0.01% | New | 4,899 | $591K |
| Plan Group Financial, LLC | 0.16% | New | 4,857 | $586K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,844 | $584K |
| FMR LLC | 0.00% | Reduce -0.5% | 4,831 | $583K |
| Advisors Capital Management, LLC | 0.01% | New | 4,819 | $581K |
| Mutual Advisors, LLC | 0.01% | No change | 4,713 | $574K |
| Adirondack Trust Co. | 0.19% | Add +57.2% | 4,615 | $557K |
| GGM Financial LLC | 0.26% | Reduce -0.9% | 4,321 | $521K |
| Kelly Financial Services LLC | 0.13% | Reduce -2.9% | 4,130 | $498K |
| World Investment Advisors | 0.01% | Add +4.0% | 3,837 | $463K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +55.0% | 3,771 | $455K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -11.7% | 3,729 | $450K |
| Paladin Wealth, LLC | 0.32% | Reduce -76.9% | 3,705 | $447K |
| Csenge Advisory Group | 0.02% | New | 3,563 | $430K |
| Shared Vision Wealth Group LLC | 0.17% | Reduce -5.6% | 3,305 | $400K |
| Brookstone Capital Management | 0.00% | New | 3,265 | $394K |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 2,753 | $332K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,704 | $326K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,693 | $325K |
| Archer Investment Corp | 0.07% | No change | 2,691 | $325K |
| Brown Financial Advisors | 0.12% | Reduce -91.4% | 2,667 | $322K |
| Absolute Capital Management, LLC | 0.13% | Add +28.6% | 2,607 | $315K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.2% | 2,578 | $311K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.0% | 2,417 | $292K |
| Flagstar Securities, Inc. | 0.09% | Reduce -21.0% | 2,314 | $279K |
| IHT Wealth Management, LLC | 0.01% | New | 2,292 | $277K |
| Sequent Planning LLC | 0.08% | New | 2,271 | $274K |
| Welch Group, LLC | 0.01% | No change | 2,227 | $269K |
| Mariner, LLC | 0.00% | Add +0.1% | 2,221 | $268K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 2,207 | $266K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -2.9% | 2,147 | $259K |
| Fortis Advisors, LLC | 0.14% | Add +0.2% | 2,058 | $248K |
| Herold Advisors, Inc. | 0.06% | No change | 2,000 | $241K |
| Wells Fargo & Company | 0.00% | Add +40.6% | 1,974 | $238K |
| JB Capital LLC | 0.01% | Add +0.3% | 1,965 | $237K |
| Well Done, LLC | 0.04% | No change | 1,947 | $235K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,865 | $225K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 1,789 | $216K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,786 | $215K |
| Mascagni Wealth Management, Inc. | 0.17% | Reduce -10.1% | 1,784 | $215K |
| Total Investment Management Inc. | 0.03% | No change | 1,765 | $213K |
| Frederick Financial Consultants, LLC | 0.12% | Reduce -7.0% | 1,755 | $212K |
| Betterment LLC | 0.00% | Reduce -17.7% | 1,686 | $203K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,658 | $200K |
| Ancora Advisors LLC | 0.00% | No change | 1,609 | $194K |
| Spire Wealth Management | 0.01% | Add +9.7% | 1,356 | $164K |
| Comerica Bank | 0.00% | Add +1.8% | 1,285 | $155K |
| Tripletail Wealth Management, LLC | 0.16% | New | 1,106 | $135K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,103 | $133K |
| LGT Financial Advisors LLC | 0.26% | Add +13.9% | 1,010 | $122K |
| Qube Research & Technologies Ltd | 0.00% | Add +3.2% | 891 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.5% | 852 | $103K |
| Allworth Financial LP | 0.00% | Reduce -17.1% | 681 | $82K |
| Rossby Financial, LCC | 0.03% | No change | 625 | $76K |
| Blair William & Co. | 0.00% | No change | 467 | $56K |
| WealthShield Partners, LLC | 0.01% | No change | 388 | $47K |
| US Bancorp \de | 0.00% | New | 354 | $43K |
| Harbour Investments, Inc. | 0.00% | No change | 339 | $41K |
| UBS Group AG | 0.00% | Add +211.3% | 330 | $40K |
| Smartleaf Asset Management LLC | 0.00% | No change | 285 | $34K |
| Family Legacy Financial Solutions, LLC | 0.02% | Reduce -1.6% | 238 | $29K |
| Webster Bank, N. A. | 0.00% | No change | 192 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 191 | $23K |
| SBI Securities Co., Ltd. | 0.00% | Add +32.6% | 175 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 172 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -20.2% | 166 | $20K |
| JNBA Financial Advisors | 0.00% | No change | 136 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 130 | $16K |
| AE Wealth Management LLC | 0.00% | Add +127.9% | 98 | $12K |
| Bank of Montreal | 0.00% | New | 85 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Add +330.0% | 43 | $5K |
| 2UniFi Bank | 0.00% | No change | 33 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 22 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 14 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +25.0% | 10 | $1K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.