JPMorgan Betabuilders US EquBBUSETF
13F holders, Q4 2025 (December 31)218holders +32
32new positions
12sold out
2famous investors
$123.32avg. 13F price*
At the end of Q4 2025, 218 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 32 from Q3 2025. 32 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($540.9M), Janney Montgomery Scott LLC ($417.0M) and LPL Financial LLC ($382.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Betabuilders US Equ
- CUSIP
- 46641Q399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $350.0M |
| Exits | 12 | $13.5M |
All 13F filers, Q3 2025 → Q4 2025: 6,185,522 shares bought and 792,882 shares sold, net +5,392,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| JPMorgan Chase & Co. | 0.04% | Add +3.3% | 4,386,866 | $540.9M |
| Janney Montgomery Scott LLC | 0.96% | Add +2.8% | 3,382,109 | $417.0M |
| LPL Financial LLC | 0.10% | Add +4.5% | 3,102,383 | $382.6M |
| Morgan Stanley | 0.02% | Add +25.5% | 2,861,481 | $352.8M |
| Norinchukin Bank, The | 3.53% | New | 2,459,000 | $303.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +1.8% | 1,830,688 | $225.7M |
| Vestmark Advisory Solutions, Inc. | 2.84% | Add +13.1% | 1,708,199 | $210.6M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.15% | Add +175.4% | 1,275,000 | $157.2M |
| Robertson Stephens Wealth Management, LLC | 2.75% | Add +70.2% | 791,483 | $97.6M |
| Cornerstone Wealth Management, LLC | 4.30% | Reduce -1.5% | 670,243 | $82.6M |
| Assetmark, Inc. | 0.14% | Add +1.3% | 555,378 | $68.5M |
| Wealth Group Ltd | 15.01% | Add +44.0% | 544,019 | $67.1M |
| Kelly Financial Group LLC | 16.15% | Add +4.1% | 515,353 | $63.5M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -4.8% | 504,071 | $62.2M |
| Cetera Investment Advisers | 0.07% | Add +14.9% | 502,777 | $62.0M |
| Perigon Wealth Management, LLC | 0.96% | Add +4.6% | 432,960 | $53.4M |
| Tradition Wealth Management, LLC | 3.16% | Add +6.1% | 357,570 | $44.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | New | 277,288 | $34.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -8.8% | 253,469 | $31.3M |
| MN Wealth Advisors, LLC | 15.41% | Add +6.3% | 247,219 | $30.5M |
| Park Avenue Securities LLC | 0.23% | Add +7.3% | 222,590 | $27.4M |
| Raymond James Financial Inc. | 0.01% | Add +96.6% | 222,357 | $27.4M |
| MML Investors Services, LLC | 0.06% | Add +13.0% | 214,277 | $26.4M |
| Cwm, LLC | 0.05% | Add +4.3% | 148,149 | $18.3M |
| Drive Wealth Management, LLC | 3.52% | Reduce -6.8% | 146,393 | $18.1M |
| Susquehanna International Group, LLP | 0.02% | Add +1754.7% | 137,064 | $16.9M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +11.9% | 136,245 | $16.8M |
| 5T Wealth, LLC | 6.47% | Add +13.0% | 131,327 | $16.2M |
| Ameriprise Financial Inc. | 0.00% | Add +58.2% | 121,494 | $15.0M |
| IFG Advisory, LLC | 0.61% | Reduce -16.3% | 112,811 | $13.9M |
| Bravias Capital Group, LLC | 8.40% | Add +1.0% | 112,627 | $13.9M |
| Hopwood Nicholas Hunter | 4.49% | — | 111,853 | $13.8M |
| CreativeOne Wealth, LLC | 0.31% | Add +3.3% | 103,113 | $12.7M |
| Florida Financial Advisors, LLC | 3.27% | Add +1.6% | 97,430 | $12.0M |
| Gradient Investments LLC | 0.19% | Add +0.7% | 96,136 | $11.9M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -81.8% | 93,829 | $11.6M |
| Ascent Group, LLC | 0.39% | Add +6.7% | 92,837 | $11.4M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +8.4% | 92,591 | $11.4M |
| Golden State Wealth Management, LLC | 1.12% | Add +3.3% | 86,204 | $10.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.26% | — | 84,409 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Add +82.8% | 81,531 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +463.1% | 77,728 | $9.6M |
| Alpha Advisors, LLC | 7.32% | Reduce -2.2% | 76,940 | $9.5M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -1.1% | 74,563 | $9.2M |
| Schmidt P J Investment Management Inc. | 1.48% | Reduce -1.7% | 73,998 | $9.1M |
| Royal Bank of Canada | 0.00% | Reduce -18.7% | 69,606 | $8.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +9.6% | 67,609 | $8.3M |
| Elevation Wealth Management LLC | 7.55% | — | 63,796 | $7.9M |
| Rosenberg Matthew Hamilton | 1.61% | Reduce -3.8% | 63,204 | $7.8M |
| Bank of Nova Scotia | 0.01% | Add +450.2% | 59,750 | $7.4M |
| Creative Planning | 0.01% | Reduce -39.2% | 57,438 | $7.1M |
| NewEdge Advisors, LLC | 0.02% | Add +876.0% | 54,341 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 53,430 | $6.6M |
| Lake Street Private Wealth, LLC | 0.78% | Add +10.9% | 51,792 | $6.4M |
| Wayfinding Financial, LLC | 2.66% | Add +2.6% | 51,031 | $6.3M |
| 3Chopt Investment Partners, LLC | 1.34% | Add +4.5% | 48,366 | $6.0M |
| Mgo One Seven LLC | 0.12% | Add +15.3% | 47,257 | $5.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.65% | Reduce -12.3% | 44,082 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Add +2.1% | 40,088 | $4.9M |
| IFP Advisors, Inc | 0.10% | Add +10.8% | 35,333 | $4.4M |
| ORG Partners LLC | 0.75% | Add +38.9% | 34,062 | $4.2M |
| Composition Wealth, LLC | 0.06% | Reduce -2.8% | 33,673 | $4.2M |
| Triad Wealth Partners, LLC | 0.37% | Add +176.6% | 31,522 | $3.9M |
| Fingerlakes Wealth Management, Inc. | 2.31% | Add +5.1% | 29,527 | $3.6M |
| Lockerman Financial Group, Inc. | 6.89% | Add +1.4% | 29,146 | $3.6M |
| Clear Creek Financial Management, LLC | 0.27% | Add +41.4% | 26,742 | $3.3M |
| Legacy Edge Advisors, LLC | 0.35% | Add +46.5% | 25,820 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 25,578 | $3.2M |
| Firethorn Wealth Partners, LLC | 1.17% | Reduce -0.4% | 25,349 | $3.1M |
| AdvisorNet Financial, Inc | 0.16% | Add +1.2% | 23,763 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +13.4% | 23,725 | $2.9M |
| Merited Wealth, LLC | 2.65% | — | 23,193 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 22,963 | $2.8M |
| Jacobi Capital Management LLC | 0.15% | Reduce -2.0% | 21,343 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.68% | Add +9.0% | 20,428 | $2.5M |
| Sutton Place Investors LLC | 1.35% | Add +0.7% | 19,921 | $2.5M |
| IAG Wealth Partners, LLC | 0.27% | Reduce -10.0% | 19,223 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Add +1.9% | 19,150 | $2.4M |
| Strategic Financial Concepts, LLC | 2.10% | Add +399.6% | 18,630 | $2.3M |
| Gateway Wealth Partners, LLC | 0.25% | Add +15.3% | 18,514 | $2.3M |
| Archford Capital Strategies, LLC | 0.26% | Reduce -6.2% | 18,158 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 0.57% | Add +3.3% | 15,765 | $2.0M |
| Diversify Wealth Management, LLC | 0.09% | New | 15,676 | $2.0M |
| Ignite Planners, LLC | 0.30% | Add +4.5% | 15,722 | $2.0M |
| Citadel Advisors | 0.00% | New | 15,506 | $1.9M |
| Silverlake Wealth Management LLC | 0.41% | Add +34.9% | 14,854 | $1.8M |
| VestGen Advisors, LLC | 0.08% | Reduce -65.3% | 14,515 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -6.2% | 13,644 | $1.7M |
| Mattson Financial Services, LLC | 0.39% | Reduce -0.0% | 13,483 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.4% | 11,512 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +4.3% | 11,265 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.6% | 11,258 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +15.3% | 10,823 | $1.3M |
| FMR LLC | 0.00% | Add +119.1% | 10,585 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +1.6% | 10,504 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +12.0% | 10,096 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -42.2% | 10,042 | $1.2M |
| Olde Wealth Management, LLC | 0.37% | Add +6.3% | 9,825 | $1.2M |
| Aegis Wealth Management, Inc. | 0.95% | — | 9,765 | $1.2M |
| TFB Advisors LLC | 0.33% | Add +1.0% | 9,698 | $1.2M |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.