JPMorgan Betabuilders US EquBBUSETF
13F holders, Q1 2026 (March 31)222holders +4
28new positions
21sold out
$116.21avg. 13F price*
At the end of Q1 2026, 222 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 4 from Q4 2025. 28 opened new positions and 21 sold out. The largest holders were JPMorgan Chase & Co. ($695.9M), LPL Financial LLC ($390.9M) and Morgan Stanley ($367.5M).
- Company
- JPMorgan Betabuilders US Equ
- CUSIP
- 46641Q399
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $93.6M |
| Exits | 21 | $487.3M |
All 13F filers, Q4 2025 → Q1 2026: 4,966,622 shares bought and 4,739,357 shares sold, net +227,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| JPMorgan Chase & Co. | 0.05% | Add +39.4% | 6,113,318 | $695.9M |
| LPL Financial LLC | 0.10% | Add +7.5% | 3,336,313 | $390.9M |
| Morgan Stanley | 0.02% | Add +9.6% | 3,136,224 | $367.5M |
| Norinchukin Bank, The | 3.36% | No change | 2,459,000 | $288.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +11.6% | 2,043,584 | $239.5M |
| Vestmark Advisory Solutions, Inc. | 2.33% | Add +5.2% | 1,796,375 | $210.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.15% | No change | 1,275,000 | $149.4M |
| Cornerstone Wealth Management, LLC | 3.95% | Add +0.5% | 673,279 | $78.9M |
| Wealth Group Ltd | 15.75% | Add +8.4% | 590,008 | $69.1M |
| Assetmark, Inc. | 0.14% | Add +2.7% | 570,248 | $66.8M |
| Raymond James Financial Inc. | 0.02% | Add +152.6% | 561,562 | $65.8M |
| Integrated Wealth Concepts LLC | 0.52% | Add +498.0% | 561,117 | $65.8M |
| Cetera Investment Advisers | 0.07% | Add +5.5% | 530,183 | $62.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +3.0% | 519,423 | $60.9M |
| Kelly Financial Group LLC | 14.67% | Reduce -3.4% | 497,791 | $58.3M |
| Perigon Wealth Management, LLC | 0.96% | Add +3.9% | 449,861 | $52.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 425,161 | $49.8M |
| Tradition Wealth Management, LLC | 3.31% | Add +10.9% | 396,641 | $46.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | Add +5.4% | 292,172 | $34.0M |
| Osaic Holdings, Inc. | 0.05% | Add +13.2% | 286,937 | $33.6M |
| Robertson Stephens Wealth Management, LLC | 0.84% | Reduce -67.7% | 255,650 | $30.0M |
| MN Wealth Advisors, LLC | 14.48% | Add +2.7% | 253,813 | $29.7M |
| MML Investors Services, LLC | 0.07% | Reduce -0.8% | 212,653 | $24.9M |
| Drive Wealth Management, LLC | 4.17% | Add +15.1% | 168,496 | $19.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +115.3% | 167,328 | $19.6M |
| Cwm, LLC | 0.05% | Add +10.8% | 164,068 | $19.2M |
| Ameriprise Financial Inc. | 0.00% | Add +19.7% | 145,428 | $17.4M |
| Gradient Investments LLC | 0.27% | Add +53.2% | 147,238 | $17.3M |
| 5T Wealth, LLC | 6.02% | Reduce -1.0% | 130,003 | $15.2M |
| Hopwood Nicholas Hunter | 4.54% | Add +8.9% | 121,849 | $14.3M |
| Bravias Capital Group, LLC | 8.71% | Add +0.9% | 113,668 | $13.3M |
| Great Valley Advisor Group, Inc. | 0.24% | Add +21.9% | 112,854 | $13.2M |
| CreativeOne Wealth, LLC | 0.29% | Add +3.9% | 107,105 | $12.6M |
| Florida Financial Advisors, LLC | 2.87% | Add +5.1% | 102,439 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Add +24.3% | 101,307 | $11.9M |
| Ascent Group, LLC | 0.39% | Add +3.4% | 95,947 | $11.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.28% | Add +11.1% | 93,756 | $11.0M |
| Aptus Capital Advisors, LLC | 0.09% | Add +29.4% | 87,490 | $10.3M |
| Golden State Wealth Management, LLC | 1.09% | Reduce -1.1% | 85,302 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 81,268 | $9.5M |
| Alpha Advisors, LLC | 7.44% | Add +4.5% | 80,407 | $9.4M |
| Schmidt P J Investment Management Inc. | 1.55% | Add +6.5% | 78,799 | $9.2M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Add +0.1% | 74,678 | $8.8M |
| Rosenberg Matthew Hamilton | 1.59% | Add +4.5% | 66,035 | $7.7M |
| Unique Wealth, LLC | 1.06% | New | 65,473 | $7.7M |
| Elevation Wealth Management LLC | 6.99% | Add +1.7% | 64,901 | $7.6M |
| Strategic Financial Planning, Inc. | 4.40% | New | 161,077 | $7.5M |
| Wayfinding Financial, LLC | 2.75% | Add +6.0% | 54,083 | $6.3M |
| Lake Street Private Wealth, LLC | 0.81% | Add +4.0% | 53,850 | $6.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.8% | 52,815 | $6.2M |
| 3Chopt Investment Partners, LLC | 1.32% | Add +1.9% | 49,292 | $5.8M |
| Equitable Holdings, Inc. | 0.03% | Add +6.0% | 42,477 | $5.2M |
| Gateway Wealth Partners, LLC | 0.20% | Add +140.6% | 44,536 | $5.2M |
| Creative Planning | 0.00% | Reduce -27.9% | 41,388 | $4.8M |
| Mgo One Seven LLC | 0.10% | Reduce -13.2% | 41,017 | $4.8M |
| Ascentis Independent Advisors | 0.36% | New | 40,975 | $4.8M |
| Flow Traders U.S. LLC | 0.15% | New | 40,358 | $4.7M |
| IFP Advisors, Inc | 0.09% | Add +10.3% | 38,963 | $4.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.55% | Reduce -13.1% | 38,326 | $4.5M |
| Triad Wealth Partners, LLC | 0.35% | Add +21.2% | 38,212 | $4.5M |
| Legacy Edge Advisors, LLC | 0.46% | Add +44.1% | 37,204 | $4.4M |
| Jane Street Group, LLC | 0.00% | New | 33,478 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.10% | New | 33,066 | $3.9M |
| Composition Wealth, LLC | 0.05% | Reduce -9.3% | 30,556 | $3.6M |
| Fingerlakes Wealth Management, Inc. | 2.34% | Add +2.2% | 30,165 | $3.5M |
| Lockerman Financial Group, Inc. | 6.27% | Add +2.0% | 29,733 | $3.5M |
| Clear Creek Financial Management, LLC | 0.25% | Add +3.6% | 27,713 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -79.8% | 27,506 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.0% | 26,589 | $3.1M |
| Firethorn Wealth Partners, LLC | 1.14% | Add +4.3% | 26,450 | $3.1M |
| Archer Investment Management, LLC | 1.30% | New | 26,322 | $3.1M |
| AdvisorNet Financial, Inc | 0.15% | Add +5.6% | 25,085 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +2.3% | 24,258 | $2.9M |
| Merited Wealth, LLC | 2.25% | No change | 23,193 | $2.7M |
| GTS Securities LLC | 0.09% | Add +874.5% | 22,764 | $2.7M |
| Jacobi Capital Management LLC | 0.15% | Add +6.1% | 22,653 | $2.7M |
| Strategic Financial Concepts, LLC | 0.65% | Add +21.0% | 22,550 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 21,346 | $2.5M |
| Cary Street Partners Investment Advisory LLC | 0.62% | Add +1.2% | 20,672 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Add +7.4% | 20,560 | $2.4M |
| VestGen Advisors, LLC | 0.07% | Add +23.3% | 17,894 | $2.4M |
| IAG Wealth Partners, LLC | 0.26% | Add +3.7% | 19,939 | $2.3M |
| Henderson Brothers Financial Partners, LLC | 0.59% | — | 19,908 | $2.3M |
| Sutton Place Investors LLC | 1.27% | Reduce -0.2% | 19,886 | $2.3M |
| Emergent Wealth Advisors, LLC | 1.37% | Add +229.7% | 19,774 | $2.3M |
| Silverlake Wealth Management LLC | 0.49% | Add +32.8% | 19,719 | $2.3M |
| Mattson Financial Services, LLC | 0.44% | Add +17.8% | 15,889 | $1.9M |
| Twin Peaks Wealth Advisors, LLC | 0.47% | Add +0.0% | 15,767 | $1.8M |
| Ignite Planners, LLC | 0.28% | Reduce -0.7% | 15,605 | $1.8M |
| Keystone Wealth Services, LLC | 0.39% | New | 15,554 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Add +255.2% | 14,999 | $1.8M |
| Salem Investment Counselors Inc. | 0.05% | Add +45.9% | 14,101 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -21.6% | 12,282 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -3.5% | 13,163 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +468.6% | 12,885 | $1.5M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -30.3% | 12,648 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +7.6% | 12,122 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +15.3% | 11,641 | $1.4M |
| Aegis Wealth Management, Inc. | 1.04% | Add +15.7% | 11,300 | $1.3M |
| Hoxton Planning & Management, LLC | 0.40% | Add +42.3% | 11,286 | $1.3M |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.