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 |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -0.6% | 10,762 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -6.5% | 10,525 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +142.8% | 10,502 | $1.2M |
| FMR LLC | 0.00% | Reduce -2.1% | 10,362 | $1.2M |
| Olde Wealth Management, LLC | 0.37% | Add +2.4% | 10,061 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -6.2% | 9,854 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +3.3% | 9,761 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +22.2% | 8,959 | $1.0M |
| Tripletail Wealth Management, LLC | 1.40% | New | 8,668 | $1.0M |
| Daymark Wealth Partners, LLC | 0.03% | Add +100.4% | 8,309 | $974K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +5.1% | 8,173 | $971K |
| Richardson Financial Services Inc. | 0.58% | Reduce -1.0% | 7,965 | $933K |
| Adirondack Trust Co. | 0.30% | Add +19.9% | 7,706 | $903K |
| Goodman Advisory Group, LLC | 0.23% | Add +58.7% | 7,411 | $868K |
| BAM Wealth Management, LLC | 0.62% | Reduce -2.6% | 7,120 | $834K |
| Kestra Advisory Services, LLC | 0.00% | Add +191.3% | 7,053 | $827K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.0% | 7,028 | $824K |
| Plan Group Financial, LLC | 0.19% | Add +1.7% | 6,848 | $802K |
| Keating Financial Advisory Services, Inc. | 0.12% | No change | 6,484 | $760K |
| Vanguard Advisers Inc. | 0.00% | — | 6,402 | $750K |
| World Investment Advisors | 0.01% | Add +5.7% | 6,239 | $731K |
| Ascension Capital Advisors, Inc. | 0.23% | New | 6,170 | $723K |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 6,127 | $718K |
| KFA Private Wealth Group, LLC | 0.17% | Add +92.0% | 5,949 | $697K |
| Semus Wealth Partners LLC | 0.37% | Add +3.2% | 5,601 | $656K |
| Independent Financial Group, LLC | 0.01% | Add +37.0% | 5,573 | $653K |
| Sequent Planning LLC | 0.16% | Add +29.8% | 5,481 | $642K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 5,443 | $638K |
| UBS Group AG | 0.00% | New | 5,422 | $635K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.2% | 5,239 | $619K |
| HRT Financial LP | 0.00% | New | 5,274 | $618K |
| Mariner, LLC | 0.00% | Add +133.8% | 5,200 | $609K |
| Nabity-Jensen Investment Management Inc | 0.42% | No change | 5,132 | $601K |
| Cary Street Partners Financial LLC | 0.01% | Add +396.4% | 5,028 | $589K |
| Paladin Wealth, LLC | 0.40% | Add +29.3% | 5,009 | $587K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,819 | $565K |
| Mutual Advisors, LLC | 0.01% | No change | 4,713 | $552K |
| Kelly Financial Services LLC | 0.13% | Add +12.8% | 4,661 | $546K |
| Summit Financial, LLC | 0.01% | New | 4,504 | $528K |
| Csenge Advisory Group | 0.02% | Add +1.8% | 4,384 | $514K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +4.8% | 4,329 | $507K |
| Magnolia Capital Advisors LLC | 0.10% | New | 4,242 | $497K |
| Bank of New York Mellon Corp | 0.00% | Add +28.7% | 4,198 | $492K |
| Owen LaRue, LLC | 0.19% | Reduce -12.6% | 4,121 | $483K |
| Independent Advisor Alliance | 0.01% | New | 3,980 | $466K |
| Brown Financial Advisors | 0.17% | Add +46.1% | 3,818 | $447K |
| StoneX Group Inc. | 0.02% | New | 3,695 | $433K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +100.0% | 3,572 | $419K |
| Bright Futures Wealth Management, LLC. | 0.28% | New | 3,520 | $412K |
| GGM Financial LLC | 0.17% | Reduce -25.7% | 3,098 | $363K |
| Brookstone Capital Management | 0.00% | Reduce -11.6% | 3,087 | $362K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.1% | 2,982 | $349K |
| Shared Vision Wealth Group LLC | 0.14% | Reduce -0.5% | 2,897 | $339K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,693 | $316K |
| Archer Investment Corp | 0.07% | No change | 2,691 | $315K |
| TFB Advisors LLC | 0.16% | Reduce -72.6% | 2,657 | $311K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.4% | 2,553 | $299K |
| Flagstar Securities, Inc. | 0.10% | No change | 2,404 | $282K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.7% | 2,366 | $277K |
| Absolute Capital Management, LLC | 0.09% | Reduce -13.9% | 2,351 | $276K |
| Cpwa, LLC | 0.31% | — | 1,977 | $263K |
| Principal Financial Group Inc. | 0.00% | Reduce -72.5% | 2,235 | $262K |
| Welch Group, LLC | 0.01% | No change | 2,227 | $261K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 2,219 | $260K |
| Fortis Advisors, LLC | 0.12% | Add +0.2% | 2,069 | $242K |
| Herold Advisors, Inc. | 0.05% | No change | 2,000 | $234K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 1,994 | $234K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +113.2% | 1,987 | $233K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -96.3% | 1,980 | $232K |
| JB Capital LLC | 0.01% | Add +0.3% | 1,976 | $232K |
| Well Done, LLC | 0.03% | No change | 1,947 | $228K |
| Wells Fargo & Company | 0.00% | Add +1.3% | 1,883 | $221K |
| Savant Capital, LLC | 0.00% | New | 1,845 | $216K |
| &partners | 0.00% | Add +5.2% | 1,769 | $207K |
| Total Investment Management Inc. | 0.02% | No change | 1,765 | $207K |
| Frederick Financial Consultants, LLC | 0.10% | Reduce -1.6% | 1,726 | $202K |
| Integrated Capital Management, LLC | 0.08% | New | 1,718 | $201K |
| Birchwood Financial Partners, Inc. | 0.19% | Add +0.2% | 1,687 | $198K |
| Ancora Advisors LLC | 0.00% | No change | 1,609 | $189K |
| Spire Wealth Management | 0.01% | Add +14.9% | 1,465 | $172K |
| Root Financial Partners, LLC | 0.01% | New | 1,418 | $166K |
| Fifth Third Bancorp | 0.00% | New | 1,297 | $152K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,286 | $152K |
| Capital Analysts, LLC | 0.00% | Add +1422.9% | 1,264 | $148K |
| BlackRock, Inc. | 0.00% | New | 1,143 | $134K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -45.1% | 969 | $114K |
| LGT Financial Advisors LLC | 0.47% | Add +5.9% | 789 | $92K |
| AE Wealth Management LLC | 0.00% | Reduce -47.8% | 787 | $92K |
| Allworth Financial LP | 0.00% | No change | 681 | $80K |
| Cornerstone Planning Group LLC | 0.01% | New | 596 | $78K |
| Arax Advisory Partners | 0.00% | Add +26.6% | 586 | $69K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 531 | $62K |
| WealthShield Partners, LLC | 0.01% | No change | 388 | $45K |
| Rossby Financial, LCC | 0.01% | Reduce -2.6% | 381 | $45K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.4% | 375 | $44K |
| Blair William & Co. | 0.00% | Reduce -71.0% | 330 | $39K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.8% | 289 | $34K |
| Smartleaf Asset Management LLC | 0.00% | No change | 285 | $32K |
| Webster Bank, N. A. | 0.00% | No change | 192 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Add +19.2% | 186 | $22K |
| Synergy Investment Management, LLC | 0.01% | New | 181 | $21K |
| Quadrant Capital Group LLC | 0.00% | Reduce -83.7% | 179 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 172 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Add +317.5% | 167 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 166 | $19K |
| Vision Retirement, LLC | 0.01% | Reduce -44.9% | 161 | $19K |
| Capital Investment Counsel, Inc | 0.00% | No change | 144 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 137 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 136 | $16K |
| Creative Financial Designs Inc. | 0.00% | New | 124 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 114 | $13K |
| US Bancorp \de | 0.00% | Reduce -90.3% | 105 | $12K |
| Triumph Capital Management | 0.00% | No change | 100 | $12K |
| Bank of Montreal | 0.00% | No change | 85 | $10K |
| Main Street Group, LTD | 0.00% | New | 83 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 51 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -61.5% | 50 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $6K |
| 2UniFi Bank | 0.00% | No change | 33 | $4K |
| Quent Capital, LLC | 0.00% | No change | 28 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 22 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 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.