JPMorgan BetaBuilders U.S. Equity ETF

BBUS • BATS

JPMorgan BetaBuilders U.S. Equity ETF is an exchange-traded fund on BATS. As of Q3 2025, 185 institutional investors hold shares in this ETF, with total holdings valued at $3.1B. JPMORGAN CHASE & CO is the largest holder with a position valued at $512.3M.

Overview

Overview of institutional ownership in BBUS as of Q3 2025

All Institutions

Institutions: 185
Value Held: $3.1B
Shares Held: 25.7M
Avg Position: $16.7M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 1
Value Held: $2.1M
Shares Held: 17.1K
Avg Position: $2.1M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in BBUS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$512.3M 0.03% of portfolio	4.2M shares	Q3 2019 Held for 6y 2m	$1.56T
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$396.9M 0.99% of portfolio	3.3M shares	Q2 2022 Held for 3y 5m	$40.0B
L LPL Financial LLC Institution	-	$358.4M 0.11% of portfolio	3.0M shares	Q1 2020 Held for 5y 8m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$275.2M 0.02% of portfolio	2.3M shares	Q4 2020 Held for 4y 11m	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$216.9M 0.06% of portfolio	1.8M shares	Q2 2021 Held for 4y 5m	$341.99B
Vestmark Advisory Solutions, Inc. Fund of Funds	Robert Guido Battista President	$182.3M 3.48% of portfolio	1.5M shares	Q2 2021 Held for 4y 5m	$5.2B
C Cornerstone Wealth Management, LLC RIA/Wealth	Joseph Michael Keifer Managing Partner	$82.1M 4.57% of portfolio	680.4K shares	Q1 2023 Held for 2y 8m	$1.8B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$66.1M 0.14% of portfolio	548.1K shares	Q3 2021 Held for 4y 2m	$46.5B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$63.9M 0.19% of portfolio	529.2K shares	Q3 2022 Held for 3y 2m	$33.5B
Integrated Wealth Concepts LLC RIA/Wealth	Paul Anton Saganey Founder	$62.1M 0.56% of portfolio	514.5K shares	Q3 2021 Held for 4y 2m	$11.1B

Net Capital Flow

Institutional buying and selling activity for BBUS in Q3 2025

Traded: +$79.4M
Buyers: 113
Sellers: 63
Total Bought: +$366.0M
Total Sold: −$286.7M
Avg Position: $15.6M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$62.9M +521.4K shares	$512.3M 4.2M shares
MORGAN STANLEY RIA/Wealth	+$58.2M +482.4K shares	$275.2M 2.3M shares
Integrated Wealth Concepts LLC RIA/Wealth	+$50.0M +414.6K shares	$62.1M 514.5K shares
Janney Montgomery Scott LLC RIA/Wealth	+$20.4M +169.2K shares	$396.9M 3.3M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$20.0M +165.9K shares	$216.9M 1.8M shares
L LPL Financial LLC Institution	+$19.9M +165.1K shares	$358.4M 3.0M shares
W Wealth Group Ltd Institution	+$18.9M +156.9K shares	$45.6M 377.8K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$10.0M +82.8K shares	$66.1M 548.1K shares
Golden State Wealth Management, LLC RIA/Wealth	+$9.8M +81.1K shares	$10.1M 83.4K shares
Cetera Investment Advisers RIA/Wealth	+$9.3M +77.1K shares	$52.8M 437.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$162.4M −1.3M shares	$182.3M 1.5M shares
Gradient Investments LLC RIA/Wealth	−$58.7M −486.5K shares	$11.5M 95.5K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$14.3M −127.9K shares	Sold Off 0 shares
Creative Planning RIA/Wealth	−$13.6M −112.5K shares	$11.4M 94.5K shares
BANK OF AMERICA CORP /DE/ Institution	−$10.2M −84.3K shares	$2.8M 23.1K shares
Archford Capital Strategies, LLC RIA/Wealth	−$5.2M −43.3K shares	$2.3M 19.4K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$3.3M −29.3K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.6M −21.9K shares	$891.7K 7.4K shares
P Paladin Wealth, LLC Institution	−$1.5M −12.4K shares	$447.0K 3.7K shares
Private Advisor Group, LLC RIA/Wealth	−$1.4M −11.9K shares	$5.4M 44.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBUS in Q3 2025

New Positions: 21
New Value: $23.4M
Exited Positions: 13
Exited Value: $20.8M

New Positions

Institution	Position Value
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$6.1M 50.3K shares
V von Borstel & Associates, Inc. RIA/Wealth	$6.0M 49.8K shares
Miracle Mile Advisors, LLC RIA/Wealth	$4.2M 34.6K shares
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	$1.3M 11.0K shares
BAM Wealth Management, LLC RIA/Wealth	$942.8K 7.8K shares
Arkadios Wealth Advisors RIA/Wealth	$591.1K 4.9K shares
Plan Group Financial, LLC RIA/Wealth	$586.0K 4.9K shares
Y Y-Intercept Ltd Institution	$584.5K 4.8K shares
Advisors Capital Management, LLC RIA/Wealth	$581.5K 4.8K shares
Csenge Advisory Group RIA/Wealth	$429.9K 3.6K shares

Exited Positions

Institution	Previous Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$14.3M 127.9K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$3.3M 29.3K shares
W WCG Wealth Advisors LLC Institution	$1.2M 10.4K shares
Marshall Wace LLP Institution	$790.0K 7.1K shares
CITIGROUP INC Institution	$779.0K 7.0K shares
D D. E. Shaw & Co., Inc. Institution	$248.3K 2.2K shares
Ridgewood Investments LLC RIA/Wealth	$128.6K 1.1K shares
CoreCap Advisors, LLC RIA/Wealth	$30.0K 268.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$21.4K 191.0 shares
Riggs Asset Managment Co. Inc. RIA/Wealth	$12.4K 111.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BBUS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBUS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
KELLY FINANCIAL GROUP LLC RIA/Wealth	Robert Gregory Hammond CEO	16.03% $59.8M	495.2K shares	Q4 2024 Held for 11 months	$372.8M
M MN Wealth Advisors, LLC RIA/Wealth	Anthony Richard Moeller CCO	15.99% $28.1M	232.6K shares	Q4 2023 Held for 1y 11m	$175.6M
W Wealth Group Ltd Institution	-	10.74% $45.6M	377.8K shares	Q1 2025 Held for 8 months	$424.5M
Bravias Capital Group, LLC RIA/Wealth	Richard Ross Zeitz President	9.03% $13.5M	111.5K shares	Q4 2024 Held for 11 months	$149.0M
5T Wealth, LLC RIA/Wealth	Paul James Krsek CEO	6.11% $14.0M	116.2K shares	Q4 2024 Held for 11 months	$229.4M
C Cornerstone Wealth Management, LLC RIA/Wealth	Joseph Michael Keifer Managing Partner	4.57% $82.1M	680.4K shares	Q1 2023 Held for 2y 8m	$1.8B
LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth	Lisa Lynn Lockerman CCO	4.43% $3.5M	28.7K shares	Q3 2023 Held for 2y 2m	$78.3M
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth	Lowell Charles Crabb President	4.04% $19.0M	157.1K shares	Q3 2024 Held for 1y 2m	$469.0M
FLORIDA FINANCIAL ADVISORS, LLC RIA/Wealth	Jason Kurt Mickool CEO	3.58% $11.6M	95.9K shares	Q4 2023 Held for 1y 11m	$323.6M
Vestmark Advisory Solutions, Inc. Fund of Funds	Robert Guido Battista President	3.48% $182.3M	1.5M shares	Q2 2021 Held for 4y 5m	$5.2B

Hedge Fund Spotlight

Discover hedge funds investing in BBUS

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan BetaBuilders U.S. Equity ETF

Market Value: $2.1M
Shares Held: 17.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%