Free Trial

JP Morgan BetaBuilders U.S. Equity ETF (BBUS) Institutional Ownership

→ Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad)
Free BBUS Stock Alerts
$95.61
+0.14 (+0.15%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$429.81M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$25.79M
Get BBUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling JP Morgan BetaBuilders U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BBUS Institutional Buying and Selling by Quarter

JP Morgan BetaBuilders U.S. Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Ascent Group LLC37,436$3.54M0.3%-8.5%0.110%
5/15/2024 Flow Traders U.S. LLC43,135$4.07M0.2%N/A0.126%
5/14/2024 CreativeOne Wealth LLC88,850$8.39M0.3%+16.3%0.261%
5/11/2024 Jacobi Capital Management LLC54,751$5.17M0.5%+471.9%0.161%
5/10/2024 Osaic Holdings Inc.182,395$17.22M0.0%-47.4%0.535%
5/10/2024 Nwam LLC11,417$1.07M0.1%+11.2%0.033%
5/9/2024 Orion Portfolio Solutions LLC110,476$10.43M0.1%+9.3%0.324%
5/8/2024 Semus Wealth Partners LLC4,501$425K0.4%N/A0.013%
5/7/2024 PFG Advisors2,518$238K0.0%-24.7%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.23,046$2.18M0.0%+66.2%0.068%
5/4/2024 Geneos Wealth Management Inc.3,620$342K0.0%N/A0.011%
5/4/2024 Richardson Financial Services Inc.3,583$338K0.2%-28.0%0.011%
5/3/2024 TFB Advisors LLC12,546$1.13M0.4%-12.3%0.037%
5/3/2024 Whittier Trust Co. of Nevada Inc.6,201$586K0.0%+111.7%0.018%
5/1/2024 Janney Montgomery Scott LLC1,566,681$147.94M0.4%+31.3%4.670%
5/1/2024 Concourse Financial Group Securities Inc.7,995$755K0.0%+41.7%0.024%
4/30/2024 Private Advisor Group LLC33,983$3.21M0.0%-14.6%0.101%
4/30/2024 MN Wealth Advisors LLC269,237$25.42M15.7%+6.9%0.802%
4/30/2024 Perigon Wealth Management LLC306,315$28.93M0.9%N/A0.913%
4/29/2024Commonwealth Equity Services LLC16,590$1.57M0.0%+13.3%0.049%
4/26/2024 Schmidt P J Investment Management Inc.68,197$6.44M1.2%+64.3%0.203%
4/25/2024 Cambridge Investment Research Advisors Inc.321,536$30.36M0.1%+21.6%0.958%
4/24/2024 Private Trust Co. NA6,389$603K0.1%+20.8%0.019%
4/24/2024 Archford Capital Strategies LLC79,423$7.50M1.3%+39.2%0.237%
4/23/2024 Global Retirement Partners LLC3,636$343K0.0%+28.0%0.011%
4/23/2024 Sutton Place Investors LLC10,540$995K0.5%+20.1%0.031%
4/22/2024 Strategic Financial Concepts LLC9,021$852K0.2%N/A0.027%
4/19/2024 Cornerstone Wealth Management LLC606,616$57.28M4.6%-3.1%1.808%
4/19/2024 Lake Street Private Wealth LLC36,768$3.47M0.5%+3.3%0.110%
4/16/2024 Firethorn Wealth Partners LLC11,132$1.05M0.6%+209.1%0.033%
4/16/2024 Lockerman Financial Group Inc.16,798$1.59M3.0%+17.7%0.062%
4/16/2024 Wealth Enhancement Advisory Services LLC9,473$894K0.0%N/A0.035%
4/12/2024 Ignite Planners LLC8,144$768K0.2%+10.3%0.030%
4/11/2024 Security Financial Services INC.19,912$1.88M0.4%+1.6%0.073%
4/10/2024 Park Avenue Securities LLC99,659$9.41M0.1%+31.2%0.366%
4/9/2024 Welch Group LLC2,227$210K0.0%-18.3%0.008%
4/9/2024 Massmutual Trust Co. FSB ADV87,908$8.30M0.3%+0.7%0.323%
3/8/2024 ICA Group Wealth Management LLC1,184$102K0.0%N/A0.004%
3/4/2024 Richardson Financial Services Inc.4,975$427K0.4%N/A0.018%
2/13/2024 Cetera Advisor Networks LLC55,772$4.79M0.0%+36.7%0.205%
Crypto Pioneer Says: “The last crypto bull market has begun.” (Ad)

Right now, there’s over $6 trillion in potential investment money waiting on the sidelines. That means this crypto bull market has a lot more room to run before it comes close to being a bubble.

Click here if you’d like to learn more about these five cryptos…
2/13/2024 Tower Research Capital LLC TRC678$58K0.0%N/A0.002%
2/12/2024 3Chopt Investment Partners LLC30,500$2.62M1.0%N/A0.112%
2/9/2024 Advisory Services Network LLC2,946$253K0.0%N/A0.011%
2/9/2024 Orion Portfolio Solutions LLC101,121$8.67M0.1%-1.2%0.372%
2/9/2024 Cambridge Investment Research Advisors Inc.264,323$22.70M0.1%+39.2%0.972%
2/9/2024 Tidemark LLC404$35K0.0%N/A0.001%
2/9/2024 Assetmark Inc.673,909$57.88M0.2%+19.7%2.478%
2/9/2024 CreativeOne Wealth LLC76,399$6.56M0.4%-10.3%0.281%
2/9/2024 Gladstone Institutional Advisory LLC4,246$365K0.0%N/A0.016%
2/8/2024 Janney Montgomery Scott LLC1,193,360$102.50M0.3%+44.3%4.387%
2/8/2024 Shared Vision Wealth Group LLC2,702$232K0.2%N/A0.010%
2/7/2024 Envestnet Portfolio Solutions Inc.13,864$1.19M0.0%+118.4%0.051%
2/7/2024 Concourse Financial Group Securities Inc.5,644$485K0.0%+65.5%0.021%
2/6/2024 Apollon Wealth Management LLC12,221$1.05M0.0%-2.7%0.045%
2/6/2024 Private Advisor Group LLC39,808$3.42M0.0%+76.3%0.146%
2/6/2024 Vestmark Advisory Solutions Inc.696,762$59.85M3.0%+22.2%2.562%
2/5/2024 Transcend Capital Advisors LLC14,983$1.29M0.1%+13.0%0.055%
1/31/2024 Goodman Advisory Group LLC5,453$468K0.2%N/A0.020%
1/29/2024 Schmidt P J Investment Management Inc.41,505$3.66M0.7%+19.7%0.153%
1/29/2024 Sutton Place Investors LLC8,775$754K0.5%+4.2%0.032%
1/26/2024 Fingerlakes Wealth Management Inc.6,339$544K0.6%+25.7%0.023%
1/25/2024 Firethorn Wealth Partners LLC3,601$309K0.2%N/A0.013%
1/24/2024 Prime Capital Investment Advisors LLC3,014$259K0.0%+15.0%0.011%
1/24/2024 Allworth Financial LP371$32K0.0%N/A0.001%
1/24/2024 Private Trust Co. NA5,290$454K0.1%+41.6%0.019%
1/19/2024 PFG Advisors3,344$287K0.0%+7.6%0.012%
1/18/2024 TFB Advisors LLC14,300$1.23M0.6%-14.6%0.053%
1/18/2024 Global Retirement Partners LLC2,841$244K0.0%+278.8%0.010%
1/18/2024 Lockerman Financial Group Inc.14,272$1.23M2.8%+41.4%0.052%
1/17/2024 IFG Advisory LLC105,581$9.07M0.7%-25.7%0.388%
1/17/2024 Twin Peaks Wealth Advisors LLC5,717$491K0.3%N/A0.021%
1/16/2024 Raymond James Financial Services Advisors Inc.10,119$869K0.0%N/A0.037%
1/16/2024 Security Financial Services INC.19,605$1.68M0.4%+7.4%0.072%
1/16/2024 Rosenberg Matthew Hamilton9,104$782K0.2%+16.3%0.033%
1/12/2024 Archford Capital Strategies LLC57,068$4.90M0.9%+90.7%0.210%
1/11/2024 Whittier Trust Co. of Nevada Inc.2,929$252K0.0%N/A0.011%
1/10/2024 Cornerstone Wealth Management LLC625,885$53.76M4.6%+8.4%2.301%
1/10/2024 Financial Network Wealth Management LLC6,029$517K0.2%+14.0%0.022%
1/10/2024 Wayfinding Financial LLC29,642$2.55M1.7%+22.6%0.109%
1/9/2024IFP Advisors Inc14,484$1.24M0.1%N/A0.053%
1/9/2024 Ignite Planners LLC7,383$630K0.2%+22.9%0.027%
1/3/2024 Massmutual Trust Co. FSB ADV87,258$7.50M0.3%+8.2%0.321%
11/15/2023 Stonebridge Capital Advisors LLC404$31K0.0%N/A0.001%
11/15/2023 Integrated Wealth Concepts LLC21,499$1.66M0.0%+9.1%0.079%
11/15/2023 JPMorgan Chase & Co.8,463,596$652.38M0.1%+1.2%31.116%
11/13/2023 Jacobi Capital Management LLC5,955$459K0.1%N/A0.022%
11/13/2023 LPL Financial LLC924,666$71.27M0.0%+19.4%3.400%
11/13/2023 TFB Advisors LLC16,743$1.29M1.6%+31.6%0.062%
11/13/2023 Envestnet Asset Management Inc.370,216$28.54M0.0%+782.3%1.361%
11/13/2023 Envestnet Portfolio Solutions Inc.6,348$489K0.0%N/A0.023%
Crypto Pioneer Says: “The last crypto bull market has begun.” (Ad)

Right now, there’s over $6 trillion in potential investment money waiting on the sidelines. That means this crypto bull market has a lot more room to run before it comes close to being a bubble.

Click here if you’d like to learn more about these five cryptos…
11/9/2023 Prime Capital Investment Advisors LLC2,620$202K0.0%N/A0.010%
11/8/2023 HighTower Advisors LLC8,357$643K0.0%-22.5%0.031%
11/8/2023 Janney Montgomery Scott LLC826,858$63.73M0.2%+37.8%3.040%
11/8/2023 Fingerlakes Wealth Management Inc.5,042$389K0.5%+14.1%0.019%
11/7/2023 Security Financial Services INC.18,247$1.41M0.4%+6.7%0.067%
11/7/2023 Cornerstone Wealth Management LLC577,128$44.49M4.2%0.0%2.122%
11/6/2023 Vestmark Advisory Solutions Inc.569,959$43.93M3.2%+53.5%2.095%
11/3/2023 Private Advisor Group LLC22,574$1.74M0.0%+47.4%0.083%
11/2/2023 Wayfinding Financial LLC24,187$1.86M1.4%-0.7%0.089%
11/1/2023 Orion Portfolio Solutions LLC102,332$7.89M0.1%+23.4%0.376%
(Data available from 1/1/2016 forward)

BBUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBUS shares?

During the previous two years, 82 institutional investors and hedge funds held shares of JP Morgan BetaBuilders U.S. Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($652.38M), Janney Montgomery Scott LLC ($147.94M), LPL Financial LLC ($71.27M), Vestmark Advisory Solutions Inc. ($59.85M), Assetmark Inc. ($57.88M), Cornerstone Wealth Management LLC ($57.28M), and Cambridge Investment Research Advisors Inc. ($30.36M).Learn more on BBUS's institutional investors.

Which institutional investors have been buying JP Morgan BetaBuilders U.S. Equity ETF stock?

Of the 75 institutional investors that purchased JP Morgan BetaBuilders U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.13M), Janney Montgomery Scott LLC ($1.37M), Vestmark Advisory Solutions Inc. ($532.06K), Envestnet Asset Management Inc. ($334.99K), Perigon Wealth Management LLC ($306.32K), Assetmark Inc. ($248.92K), and LPL Financial LLC ($233.75K).

How much institutional buying is happening at JP Morgan BetaBuilders U.S. Equity ETF?

Institutional investors have bought a total of 6,491,807 shares in the last 24 months. This purchase volume represents approximately $521.22M in transactions.

Which JP Morgan BetaBuilders U.S. Equity ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold JP Morgan BetaBuilders U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($165.38K), LPL Financial LLC ($140.61K), Assetmark Inc. ($112.17K), Thrivent Financial for Lutherans ($42.89K), Cambridge Investment Research Advisors Inc. ($41.21K), IFG Advisory LLC ($37.48K), and Massmutual Trust Co. FSB ADV ($26.45K).

How much institutional selling is happening at JP Morgan BetaBuilders U.S. Equity ETF?

Institutional investors have sold a total of 696,415 shares in the last 24 months. This volume of shares sold represents approximately $54.37M in transactions.


Related Companies:
This page (BATS:BBUS) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Urgent Nvidia Warning
Altimetry
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.”
InvestorPlace
Most important medical advance in 100 years
The Oxford Club
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
He Is Giving Away Bitcoin
Crypto Swap Profits
Biden Nomination CANCELED?
The Freeport Society