JPMorgan Betabuilders US EquBBUSETF
13F holders, Q2 2026 (June 30)231holders +9
28new positions
19sold out
2famous investors
$134.51avg. 13F price*
At the end of Q2 2026, 231 institutions reported holding JPMorgan Betabuilders US Equ (BBUS) in their 13F filings, up 9 from Q1 2026. 28 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($880.8M), LPL Financial LLC ($525.1M) and Morgan Stanley ($492.5M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $574.2M |
| Exits | 19 | $30.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,064,883 shares bought and 622,400 shares sold, net +6,442,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| JPMorgan Chase & Co. | 0.05% | Add +7.9% | 6,595,410 | $880.8M |
| LPL Financial LLC | 0.12% | Add +16.8% | 3,897,424 | $525.1M |
| Morgan Stanley | 0.03% | Add +16.6% | 3,655,413 | $492.5M |
| Janney Montgomery Scott LLC | 0.94% | New | 3,594,171 | $484.2M |
| Norinchukin Bank, The | 3.22% | No change | 2,459,000 | $331.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +11.4% | 2,277,383 | $306.8M |
| Vestmark Advisory Solutions, Inc. | 2.27% | Reduce -0.0% | 1,796,203 | $242.0M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.12% | No change | 1,275,000 | $171.8M |
| Cornerstone Wealth Management, LLC | 3.83% | Reduce -1.6% | 662,346 | $89.2M |
| Wealth Group Ltd | 16.20% | Add +6.5% | 628,517 | $84.7M |
| Assetmark, Inc. | 0.15% | Add +10.1% | 627,996 | $84.6M |
| Integrated Wealth Concepts LLC | 0.54% | Add +9.5% | 614,521 | $82.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.5% | 592,222 | $79.8M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +10.8% | 575,763 | $77.6M |
| Cetera Investment Advisers | 0.07% | Add +8.5% | 575,463 | $77.5M |
| Kelly Financial Group LLC | 15.74% | Add +5.6% | 525,852 | $70.8M |
| Perigon Wealth Management, LLC | 1.02% | Add +5.8% | 475,747 | $64.1M |
| Osaic Holdings, Inc. | 0.07% | Add +60.8% | 461,335 | $62.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | No change | 425,161 | $57.3M |
| Tradition Wealth Management, LLC | 3.41% | Add +4.4% | 414,000 | $55.8M |
| MN Wealth Advisors, LLC | 16.69% | Add +14.6% | 290,843 | $39.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | Reduce -0.3% | 291,360 | $39.2M |
| MML Investors Services, LLC | 0.07% | Add +21.8% | 259,074 | $34.9M |
| Robertson Stephens Wealth Management, LLC | 0.84% | Reduce -1.4% | 251,982 | $33.9M |
| Park Avenue Securities LLC | 0.20% | New | 233,818 | $31.5M |
| Drive Wealth Management, LLC | 4.87% | Add +20.3% | 202,739 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Add +25.4% | 182,314 | $24.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.4% | 178,000 | $24.0M |
| Gradient Investments LLC | 0.28% | Add +1.0% | 148,653 | $20.0M |
| Allianz Asset Management GmbH | 0.02% | New | 141,100 | $19.0M |
| 5T Wealth, LLC | 6.65% | Add +2.0% | 132,571 | $17.9M |
| Hopwood Nicholas Hunter | 4.81% | Add +6.8% | 130,148 | $17.5M |
| IFG Advisory, LLC | 0.57% | New | 121,695 | $16.4M |
| Bravias Capital Group, LLC | 9.18% | Add +1.0% | 114,823 | $15.5M |
| Great Valley Advisor Group, Inc. | 0.24% | Add +1.1% | 114,080 | $15.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.47% | Add +17.5% | 110,161 | $14.5M |
| Unique Wealth, LLC | 1.66% | Add +61.2% | 105,559 | $14.2M |
| CreativeOne Wealth, LLC | 0.31% | Reduce -2.0% | 104,930 | $14.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +19.7% | 104,759 | $14.1M |
| Florida Financial Advisors, LLC | 2.38% | Add +1.9% | 104,335 | $14.1M |
| Ascent Group, LLC | 0.39% | Add +1.6% | 97,518 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +9.6% | 89,038 | $12.0M |
| Schmidt P J Investment Management Inc. | 1.63% | Reduce -1.3% | 77,742 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -26.6% | 74,410 | $10.0M |
| Equitable Holdings, Inc. | 0.06% | Add +66.4% | 70,693 | $9.5M |
| Rosenberg Matthew Hamilton | 1.75% | Add +5.8% | 69,850 | $9.4M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -8.7% | 68,195 | $9.2M |
| Farther Finance Advisors, LLC | 0.07% | Add +180.2% | 67,977 | $9.2M |
| Elevation Wealth Management LLC | 6.44% | Reduce -1.7% | 63,807 | $8.6M |
| Alpha Advisors, LLC | 6.03% | Reduce -25.9% | 59,586 | $8.0M |
| Golden State Wealth Management, LLC | 0.72% | Reduce -31.5% | 58,425 | $7.9M |
| Wayfinding Financial, LLC | 2.69% | Reduce -2.4% | 52,784 | $7.1M |
| Lake Street Private Wealth, LLC | 0.79% | Reduce -5.4% | 50,929 | $6.9M |
| 3Chopt Investment Partners, LLC | 1.19% | Reduce -4.6% | 47,005 | $6.3M |
| IFP Advisors, Inc | 0.11% | Add +18.1% | 46,034 | $6.2M |
| Mgo One Seven LLC | 0.09% | Reduce -0.1% | 40,969 | $5.5M |
| Legacy Edge Advisors, LLC | 0.49% | Add +6.4% | 39,600 | $5.3M |
| Triad Wealth Partners, LLC | 0.31% | Add +0.0% | 38,218 | $5.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -31.6% | 36,151 | $4.9M |
| HRT Financial LP | 0.01% | Add +579.0% | 35,811 | $4.8M |
| Creative Planning | 0.00% | Reduce -15.6% | 34,928 | $4.7M |
| Fingerlakes Wealth Management, Inc. | 2.42% | Add +10.7% | 33,379 | $4.5M |
| Lockerman Financial Group, Inc. | 6.53% | Add +6.7% | 31,725 | $4.3M |
| Vise Technologies, Inc. | 0.05% | New | 31,098 | $4.2M |
| Composition Wealth, LLC | 0.05% | Reduce -1.0% | 30,254 | $4.1M |
| Archer Investment Management, LLC | 1.37% | Add +13.1% | 29,765 | $4.0M |
| Silverlake Wealth Management LLC | 0.77% | Add +50.9% | 29,756 | $4.0M |
| AdvisorNet Financial, Inc | 0.18% | Add +16.9% | 29,319 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.9% | 27,088 | $3.6M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -4.3% | 26,533 | $3.6M |
| Cary Street Partners Investment Advisory LLC | 0.69% | Add +22.9% | 25,412 | $3.4M |
| Firethorn Wealth Partners, LLC | 1.08% | Reduce -6.1% | 24,832 | $3.3M |
| Jacobi Capital Management LLC | 0.16% | Add +6.6% | 24,145 | $3.3M |
| Merited Wealth, LLC | 2.19% | Reduce -1.1% | 22,936 | $3.1M |
| Bank of America Corp. | 0.00% | Add +6.8% | 22,786 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +978.5% | 21,355 | $2.9M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -52.4% | 21,203 | $2.9M |
| GeoWealth Management, LLC | 0.09% | Add +2.1% | 20,984 | $2.8M |
| Americana Partners, LLC | 0.06% | New | 20,406 | $2.7M |
| XTX Topco Ltd | 0.04% | New | 20,352 | $2.7M |
| Sutton Place Investors LLC | 1.30% | Add +0.6% | 20,001 | $2.7M |
| Emergent Wealth Advisors, LLC | 1.38% | Reduce -0.4% | 19,698 | $2.7M |
| Sagespring Wealth Partners, LLC | 0.04% | New | 19,538 | $2.6M |
| IAG Wealth Partners, LLC | 0.26% | Reduce -3.6% | 19,224 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +110.6% | 18,871 | $2.5M |
| VestGen Advisors, LLC | 0.07% | Add +4.4% | 18,676 | $2.5M |
| Mattson Financial Services, LLC | 0.45% | Add +0.3% | 15,936 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 0.48% | Reduce -1.0% | 15,616 | $2.1M |
| Kintra Wealth, LLC | 0.11% | New | 14,778 | $2.1M |
| Salem Investment Counselors Inc. | 0.05% | Add +3.7% | 14,619 | $2.0M |
| Ignite Planners, LLC | 0.27% | Reduce -7.1% | 14,495 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.8% | 14,423 | $1.9M |
| Aegis Wealth Management, Inc. | 1.21% | Add +23.3% | 13,927 | $1.9M |
| UBS Group AG | 0.00% | Add +143.9% | 13,222 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.08% | No change | 13,163 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | — | 13,122 | $1.8M |
| Keystone Wealth Services, LLC | 0.32% | Reduce -18.3% | 12,703 | $1.7M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -2.7% | 12,304 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.6% | 12,298 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +0.1% | 12,129 | $1.6M |
| Diversify Advisory Services, LLC | 0.03% | New | 12,184 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -0.8% | 12,184 | $1.6M |
| Daymark Wealth Partners, LLC | 0.04% | Add +44.9% | 12,037 | $1.6M |
| FMR LLC | 0.00% | Add +11.3% | 11,530 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 11,435 | $1.5M |
| Henderson Brothers Financial Partners, LLC | 0.73% | Reduce -42.7% | 11,412 | $1.5M |
| Hoxton Planning & Management, LLC | 0.39% | Reduce -1.1% | 11,164 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.5% | 11,142 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.1% | 10,623 | $1.4M |
| Olde Wealth Management, LLC | 0.39% | Add +0.4% | 10,104 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 9,952 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +1.7% | 9,924 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -64.2% | 9,856 | $1.3M |
| Renaissance Technologies | 0.00% | New | 9,700 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Reduce -76.8% | 9,377 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | New | 9,232 | $1.2M |
| Richardson Financial Services Inc. | 0.69% | Add +12.6% | 8,969 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -13.0% | 8,577 | $1.2M |
| Adirondack Trust Co. | 0.34% | Add +9.8% | 8,465 | $1.1M |
| Tripletail Wealth Management, LLC | 1.28% | Reduce -4.5% | 8,279 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -1.3% | 8,064 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.4% | 7,550 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +74.1% | 7,310 | $985K |
| Plan Group Financial, LLC | 0.18% | Reduce -3.6% | 6,599 | $889K |
| World Investment Advisors | 0.01% | Add +13.5% | 7,081 | $882K |
| BAM Wealth Management, LLC | 0.55% | Reduce -9.1% | 6,471 | $872K |
| Independent Financial Group, LLC | 0.02% | Add +14.9% | 6,405 | $863K |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 6,385 | $860K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.9% | 6,347 | $855K |
| Sequent Planning LLC | 0.18% | Add +11.4% | 6,108 | $823K |
| Goodman Advisory Group, LLC | 0.19% | Reduce -17.7% | 6,099 | $822K |
| KFA Private Wealth Group, LLC | 0.19% | Add +0.5% | 5,980 | $806K |
| Keating Financial Advisory Services, Inc. | 0.10% | Reduce -10.0% | 5,834 | $786K |
| D. E. Shaw & Co. | 0.00% | New | 5,642 | $760K |
| Wells Fargo & Company | 0.00% | Add +185.1% | 5,368 | $723K |
| Semus Wealth Partners LLC | 0.35% | Reduce -4.5% | 5,352 | $721K |
| Ascension Capital Advisors, Inc. | 0.20% | Reduce -14.4% | 5,280 | $711K |
| Summit Financial, LLC | 0.01% | Add +16.0% | 5,226 | $704K |
| Nabity-Jensen Investment Management Inc | 0.42% | No change | 5,132 | $691K |
| Mariner, LLC | 0.00% | Reduce -3.3% | 5,029 | $677K |
| Paladin Wealth, LLC | 0.39% | Add +0.3% | 5,025 | $677K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +14.1% | 4,938 | $665K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,819 | $649K |
| Mutual Advisors, LLC | 0.01% | No change | 4,713 | $635K |
| Csenge Advisory Group | 0.03% | Add +7.4% | 4,710 | $635K |
| Kelly Financial Services LLC | 0.13% | Reduce -1.4% | 4,597 | $619K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.5% | 4,477 | $609K |
| Capital Analysts, LLC | 0.01% | Add +247.9% | 4,398 | $592K |
| PKS Advisory Services, LLC | 0.09% | New | 4,138 | $558K |
| Owen LaRue, LLC | 0.19% | No change | 4,121 | $555K |
| Brown Financial Advisors | 0.19% | Add +6.0% | 4,046 | $545K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -84.2% | 3,566 | $480K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -52.4% | 3,355 | $452K |
| SeaCrest Wealth Management, LLC | 0.05% | New | 3,250 | $438K |
| Brookstone Capital Management | 0.00% | Add +0.8% | 3,110 | $419K |
| GGM Financial LLC | 0.16% | Reduce -0.9% | 3,071 | $414K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -44.8% | 3,007 | $405K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 3,007 | $405K |
| TFB Advisors LLC | 0.17% | Add +8.2% | 2,876 | $387K |
| Flagstar Securities, Inc. | 0.12% | Add +19.5% | 2,872 | $387K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -1.8% | 2,845 | $383K |
| Savant Capital, LLC | 0.00% | Add +49.3% | 2,754 | $375K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,693 | $363K |
| Archer Investment Corp | 0.07% | No change | 2,691 | $363K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -74.7% | 2,666 | $359K |
| Betterment LLC | 0.00% | New | 2,635 | $355K |
| Absolute Capital Management, LLC | 0.09% | Add +11.5% | 2,622 | $353K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -48.8% | 2,573 | $347K |
| Cordgrass Capital Advisors, LLC | 0.12% | Add +22.1% | 2,427 | $327K |
| &partners | 0.00% | Add +26.8% | 2,243 | $302K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 2,225 | $300K |
| Welch Group, LLC | 0.01% | Reduce -0.5% | 2,217 | $299K |
| Magnolia Capital Advisors LLC | 0.05% | Reduce -49.3% | 2,151 | $290K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.9% | 2,146 | $289K |
| Herold Advisors, Inc. | 0.05% | No change | 2,000 | $269K |
| JB Capital LLC | 0.01% | Add +0.3% | 1,981 | $267K |
| Quantinno Capital Management LP | 0.00% | New | 1,973 | $266K |
| Well Done, LLC | 0.04% | No change | 1,947 | $262K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.6% | 1,943 | $262K |
| Cpwa, LLC | 0.30% | Reduce -2.3% | 1,932 | $260K |
| DB&C Advisors, LLC | 0.26% | New | 1,764 | $238K |
| Total Investment Management Inc. | 0.03% | No change | 1,765 | $238K |
| Fortis Advisors, LLC | 0.11% | Reduce -15.5% | 1,748 | $235K |
| Mascagni Wealth Management, Inc. | 0.14% | New | 1,703 | $229K |
| Birchwood Financial Partners, Inc. | 0.19% | Add +0.2% | 1,691 | $228K |
| Frederick Financial Consultants, LLC | 0.10% | Reduce -2.4% | 1,684 | $227K |
| Spire Wealth Management | 0.01% | Add +0.6% | 1,474 | $199K |
| Fifth Third Bancorp | 0.00% | Add +2.5% | 1,330 | $179K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,286 | $173K |
| BlackRock, Inc. | 0.00% | No change | 1,143 | $154K |
| Orion Capital Management LLC | 0.04% | New | 1,075 | $145K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +1.3% | 982 | $132K |
| EP Wealth Advisors, LLC | 0.00% | New | 873 | $118K |
| LGT Financial Advisors LLC | 0.61% | Add +7.7% | 850 | $115K |
| AE Wealth Management LLC | 0.00% | No change | 787 | $106K |
| Qube Research & Technologies Ltd | 0.00% | Add +84.0% | 690 | $93K |
| Allworth Financial LP | 0.00% | No change | 681 | $92K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.9% | 607 | $82K |
| US Bancorp \de | 0.00% | Add +400.0% | 525 | $71K |
| Rossby Financial, LCC | 0.01% | Reduce -5.3% | 361 | $49K |
| Harbour Investments, Inc. | 0.00% | No change | 289 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 285 | $38K |
| Bessemer Group Inc. | 0.00% | New | 260 | $35K |
| Webster Bank, N. A. | 0.00% | No change | 192 | $26K |
| Bfsg, LLC | 0.00% | New | 191 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -64.2% | 190 | $26K |
| Synergy Investment Management, LLC | 0.01% | No change | 181 | $24K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 166 | $22K |
| Vision Retirement, LLC | 0.01% | No change | 161 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -17.7% | 153 | $21K |
| Capital Investment Counsel, Inc | 0.00% | No change | 144 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 137 | $18K |
| JNBA Financial Advisors | 0.00% | No change | 136 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.6% | 131 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 124 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 114 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -81.4% | 109 | $15K |
| LifeSteps Financial, Inc. | 0.01% | New | 102 | $14K |
| Triumph Capital Management | 0.00% | No change | 100 | $13K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 98 | $13K |
| Bank of Montreal | 0.00% | No change | 85 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 85 | $11K |
| Main Street Group, LTD | 0.00% | No change | 83 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 51 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 50 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $7K |
| Institute for Wealth Management, LLC. | 0.00% | New | 46 | $6K |
| NBH Bank | 0.00% | — | 33 | $4K |
| Quent Capital, LLC | 0.00% | No change | 28 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 22 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +20.0% | 12 | $2K |
"% of holder's portfolio" is BBUS's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Equ the manager owns.