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JPMorgan Betabuilders US EQU (BBUS)

CUSIP: 46641Q399 | NYSE | 385 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

National Mutual Insurance Federation of Agricultural Cooperatives1,275,000
1.1% of portfolio›$175.4M
Cornerstone Wealth Management, LLC651,442
3.8% of portfolio›$89.6M
Wealth Group Ltd641,322
16.5% of portfolio›$89.2M
Assetmark, Inc631,147
0.1% of portfolio›$86.8M
Cambridge Investment Research Advisors, Inc.560,456
0.0% of portfolio›$77.1K
Kelly Financial Group LLC525,879
16.7% of portfolio›$72.4M
Perigon Wealth Management, LLC493,476
1.0% of portfolio›$67.9M
MN Wealth Advisors, LLC314,829
17.6% of portfolio›$43.3M
Robertson Stephens Wealth Management, LLC238,606
0.8% of portfolio›$32.8M
Park Avenue Securities LLC216,892
0.0% of portfolio›$29.8K
Commonwealth Equity Services, LLC182,319
0.0% of portfolio›$25.1M
Gradient Investments LLC130,200
0.3% of portfolio›$17.9M
Unique Wealth, LLC108,201
1.7% of portfolio›$14.9M
MLG Wealth Management DBA Pine Grove Financial Group106,795
1.4% of portfolio›$14.7M
Ascent Group, LLC98,281
0.4% of portfolio›$13.5M
Schmidt P J Investment Management Inc77,164
1.6% of portfolio›$10.6M
Rosenberg Matthew Hamilton72,203
1.8% of portfolio›$9.9M
Elevation Wealth Management LLC66,390
6.2% of portfolio›$9.1M
MassMutual Private Wealth & Trust, FSB60,344
0.2% of portfolio›$8.3M
Alpha Advisors, LLC56,974
5.7% of portfolio›$7.8M
Davenport & Co LLC52,678
0.0% of portfolio›$7.2M
Golden State Wealth Management, LLC52,294
0.7% of portfolio›$7.2M
Farther Finance Advisors, LLC52,224
0.1% of portfolio›$7.2M
Ascentis Independent Advisors51,418
0.4% of portfolio›$7.1M
Lake Street Private Wealth, LLC51,221
0.8% of portfolio›$7.0M
IFP Advisors, Inc47,609
0.1% of portfolio›$6.6M
3Chopt Investment Partners, LLC47,102
1.2% of portfolio›$6.5M
Silverlake Wealth Management LLC44,742
1.1% of portfolio›$6.2M
MGO One Seven LLC42,072
0.1% of portfolio›$5.8M
Fingerlakes Wealth Management, Inc.35,791
2.6% of portfolio›$4.9M
Creative Planning34,809
0.0% of portfolio›$4.8M
Vise Technologies, Inc.32,332
0.0% of portfolio›$4.4M
Lockerman Financial Group, Inc.31,650
6.2% of portfolio›$4.4M
Triad Wealth Partners, LLC31,226
0.2% of portfolio›$4.3M
AdvisorNet Financial, Inc29,241
0.2% of portfolio›$4.1M
Archer Investment Management, LLC28,663
1.2% of portfolio›$3.9M
Clear Creek Financial Management, LLC28,258
0.3% of portfolio›$3.9M
Firethorn Wealth Partners, LLC24,749
1.1% of portfolio›$3.4M
Henderson Brothers Financial Partners, LLC22,618
1.1% of portfolio›$3.1M
Merited Wealth, LLC21,643
2.1% of portfolio›$3.0M
Sagespring Wealth Partners, LLC21,205
0.0% of portfolio›$2.9M
Sutton Place Investors LLC20,174
1.3% of portfolio›$2.8M
Americana Partners, LLC19,434
0.1% of portfolio›$2.7M
Emergent Wealth Advisors, LLC19,411
1.4% of portfolio›$2.7M
Aegis Wealth Management, Inc.19,052
1.5% of portfolio›$2.6M
VestGen Advisors, LLC14,916
0.1% of portfolio›$2.1M
Ignite Planners, LLC13,697
0.2% of portfolio›$1.9M
Salem Investment Counselors Inc13,423
0.0% of portfolio›$1.8M
Archford Capital Strategies, LLC11,997
0.2% of portfolio›$1.7M
Diversify Advisory Services, LLC11,596
0.0% of portfolio›$1.6M
Diversify Wealth Management, LLC11,596
0.0% of portfolio›$1.6M
Prime Capital Investment Advisors, LLC11,052
0.0% of portfolio›$1.5M
Mirae Asset Global Investments Co., Ltd.10,783
0.0% of portfolio›$1.5M
Hoxton Planning & Management, LLC10,308
0.4% of portfolio›$1.4M
Daymark Wealth Partners, LLC10,250
0.0% of portfolio›$1.4M
Private Trust Co NA10,139
0.1% of portfolio›$1.4M
Adirondack Trust Co9,038
0.4% of portfolio›$1.2M
Richardson Financial Services Inc.8,977
0.7% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC8,868
0.0% of portfolio›$1.2M
Vested Financial Planning, LLC7,135
0.7% of portfolio›$981.6K
BAM Wealth Management, LLC6,867
0.5% of portfolio›$944.8K
KFA Private Wealth Group, LLC6,816
0.2% of portfolio›$937.7K
Independent Financial Group, LLC6,627
0.0% of portfolio›$911.7K
Wealth Enhancement Advisory Services, LLC6,477
0.0% of portfolio›$905.9K
Goodman Advisory Group, LLC5,923
0.2% of portfolio›$814.9K
Semus Wealth Partners LLC5,374
0.3% of portfolio›$739.4K
Nabity-Jensen Investment Management Inc5,132
0.4% of portfolio›$706.1K
Paladin Wealth, LLC5,029
0.4% of portfolio›$691.8K
Capital Investment Advisory Services, LLC4,892
0.0% of portfolio›$675.7K
Plan Group Financial, LLC4,670
0.1% of portfolio›$647.7K
Kelly Financial Services LLC4,490
0.1% of portfolio›$617.7K
PKS Advisory Services, LLC4,138
0.1% of portfolio›$557.5K
Csenge Advisory Group3,821
0.0% of portfolio›$525.7K
Kestra Advisory Services, LLC3,471
0.0% of portfolio›$477.6K
Concurrent Investment Advisors, LLC3,416
0.0% of portfolio›$469.9K
Y-Intercept (Hong Kong) Ltd3,281
0.0% of portfolio›$451.4K
SeaCrest Wealth Management, LLC3,193
0.0% of portfolio›$439.3K
Brookstone Capital Management3,122
0.0% of portfolio›$429.6K
GGM Financial LLC3,078
0.1% of portfolio›$423.4K
WealthPlan Investment Management, LLC3,007
0.0% of portfolio›$413.7K
Flagstar Securities, Inc2,873
0.1% of portfolio›$395.3K
TFB Advisors LLC2,867
0.2% of portfolio›$394.4K
Fifth Third Securities, Inc.2,794
0.0% of portfolio›$384.4K
Keystone Wealth Services, LLC2,668
0.1% of portfolio›$368.1K
Cordgrass Capital Advisors, LLC2,477
0.1% of portfolio›$340.8K
Absolute Capital Management, LLC2,451
0.1% of portfolio›$337.3K
Prospera Financial Services Inc2,253
0.0% of portfolio›$306.7K
Grimes & Co Wealth Management, LLC2,230
0.0% of portfolio›$306.8K
Welch Group, LLC2,217
0.0% of portfolio›$305.0K
DB&C Advisors, LLC2,187
0.3% of portfolio›$300.9K
Archer Investment Corp2,152
0.1% of portfolio›$296.1K
JB Capital LLC2,111
0.0% of portfolio›$290.5K
Herold Advisors, Inc.2,000
0.1% of portfolio›$275.2K
Axxcess Wealth Management, LLC1,950
0.0% of portfolio›$268.3K
Well Done, LLC1,947
0.0% of portfolio›$267.9K
Cpwa, LLC1,942
0.3% of portfolio›$273.0K
Total Investment Management Inc1,765
0.0% of portfolio›$242.8K
Birchwood Financial Partners, Inc.1,695
0.2% of portfolio›$233.3K
Mascagni Wealth Management, Inc.1,669
0.1% of portfolio›$229.6K
Frederick Financial Consultants, LLC1,653
0.1% of portfolio›$227.4K
StoneX Group Inc.1,485
0.0% of portfolio›$204.3K
Spire Wealth Management1,471
0.0% of portfolio›$202.4K
Root Financial Partners, LLC1,418
0.0% of portfolio›$195.1K
United Community Bank1,379
0.1% of portfolio›$189.7K
William Mack & Associates, Inc.734
0.0% of portfolio›$101.0K
Bare Financial Services, Inc268
0.0% of portfolio›$36.9K
Nova Financial LLC175
0.0% of portfolio›$24.1K
SBI Securities Co., Ltd.155
0.0% of portfolio›$21.3K
Brown, Lisle Ings, Inc.137
0.0% of portfolio›$18.8K
Jnba Financial Advisors136
0.0% of portfolio›$18.7K
Creative Financial Designs Inc124
0.0% of portfolio›$17.1K
Capital Investment Counsel, Inc116
0.0% of portfolio›$16.0K
Triumph Capital Management100
0.0% of portfolio›$13.8K
Cherry Tree Wealth Management, LLC93
0.0% of portfolio›$12.8K
Main Street Group, LTD83
0.0% of portfolio›$11.4K
Nemes Rush Group LLC60
0.0% of portfolio›$8.3K
EverSource Wealth Advisors, LLC51
0.0% of portfolio›$7.0K
Halbert Hargrove Global Advisors, LLC13
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
National Mutual Insurance Federation of Agricultural Cooperatives
1,275,000$175.4M1.1%ETFVery LowTokyo, Japan, Mexico2026-10-28
Cornerstone Wealth Management, LLC
651,442$89.6M3.8%ETFVery LowSt. Peters, MO2026-11-04
Wealth Group Ltd
641,322$89.2M16.5%ETFLowEden Prairie, MN2026-10-07
Assetmark, Inc
631,147$86.8M0.1%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
560,456$77.1K0.0%ETFLowFairfield, IA2026-11-02
Kelly Financial Group LLC
525,879$72.4M16.7%ETFLowWethersfield, CT2026-10-16
Perigon Wealth Management, LLC
493,476$67.9M1.0%GrowthLowSan Francisco, CA2026-10-22
MN Wealth Advisors, LLC
314,829$43.3M17.6%ETFMediumOverland Park, KS2026-10-23
Robertson Stephens Wealth Management, LLC
238,606$32.8M0.8%ETFMediumSan Francisco, CA2026-10-16
Park Avenue Securities LLC
216,892$29.8K0.0%ETFMediumNew York, NY2026-10-26
Commonwealth Equity Services, LLC
182,319$25.1M0.0%ETFLowWaltham, MA2026-11-02
Gradient Investments LLC
130,200$17.9M0.3%CoreMediumArden Hills, MN2026-10-08
Unique Wealth, LLC
108,201$14.9M1.7%ETFMediumTampa, FL2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
106,795$14.7M1.4%ETFMediumWoodbury, MN2026-10-13
Ascent Group, LLC
98,281$13.5M0.4%CoreLowVirginia Beach, VA2026-10-30
Schmidt P J Investment Management Inc
77,164$10.6M1.6%GrowthVery LowCedarburg, WI2026-11-02
Rosenberg Matthew Hamilton
72,203$9.9M1.8%ETFVery LowGrand Junction, CO2026-10-05
Elevation Wealth Management LLC
66,390$9.1M6.2%Agg GrowthLowEden Prairie, MN2026-11-02
MassMutual Private Wealth & Trust, FSB
60,344$8.3M0.2%CoreLowSpringfield, MA2026-10-05
Alpha Advisors, LLC
56,974$7.8M5.7%ETFMediumRichmond, VA2026-10-19
Davenport & Co LLC
52,678$7.2M0.0%CoreMediumRichmond, VA2026-10-14
Golden State Wealth Management, LLC
52,294$7.2M0.7%ETFMediumSanta Ana, CA2026-11-02
Farther Finance Advisors, LLC
52,224$7.2M0.1%IndexLowSan Francisco, CA2026-10-08
Ascentis Independent Advisors
51,418$7.1M0.4%ETFLowDallas, TX2026-11-03
Lake Street Private Wealth, LLC
51,221$7.0M0.8%GrowthLowChicago, IL2026-10-22
IFP Advisors, Inc
47,609$6.6M0.1%GrowthLowTampa, FL2026-10-16
3Chopt Investment Partners, LLC
47,102$6.5M1.2%CoreLowRichmond, VA2026-10-30
Silverlake Wealth Management LLC
44,742$6.2M1.1%ETFLowWilliston, VT2026-10-21
MGO One Seven LLC
42,072$5.8M0.1%GrowthLowBeachwood, OH2026-10-28
Fingerlakes Wealth Management, Inc.
35,791$4.9M2.6%ETFVery LowIthaca, NY2026-11-04
Creative Planning
34,809$4.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Vise Technologies, Inc.
32,332$4.4M0.0%IndexLowNew York, NY2026-10-29
Lockerman Financial Group, Inc.
31,650$4.4M6.2%ETFMediumNewport Beach, CA2026-10-19
Triad Wealth Partners, LLC
31,226$4.3M0.2%ETFMediumLawrence, KS2026-10-26
AdvisorNet Financial, Inc
29,241$4.1M0.2%ETFLowMinnetonka, MN2026-10-15
Archer Investment Management, LLC
28,663$3.9M1.2%ETFHighAustin, TX2026-10-13
Clear Creek Financial Management, LLC
28,258$3.9M0.3%ETFMediumSilverdale, WA2026-10-28
Firethorn Wealth Partners, LLC
24,749$3.4M1.1%ETFLowAugusta, GA2026-10-14
Henderson Brothers Financial Partners, LLC
22,618$3.1M1.1%ETFN/APittsburgh, PA2026-11-03
Merited Wealth, LLC
21,643$3.0M2.1%ETFMediumNorth Bay Village, FL2026-10-13
Sagespring Wealth Partners, LLC
21,205$2.9M0.0%ETFLowFranklin, TN2026-10-22
Sutton Place Investors LLC
20,174$2.8M1.3%ETFLowArmonk, NY2026-10-20
Americana Partners, LLC
19,434$2.7M0.1%CoreMediumHouston, TX2026-10-28
Emergent Wealth Advisors, LLC
19,411$2.7M1.4%ETFMediumWilliamsville, NY2026-10-09
Aegis Wealth Management, Inc.
19,052$2.6M1.5%ETFMediumGuthrie Center, IA2026-10-26
VestGen Advisors, LLC
14,916$2.1M0.1%GrowthMediumChicago, IL2026-10-27
Ignite Planners, LLC
13,697$1.9M0.2%CoreLowSan Clemente, CA2026-10-14
Salem Investment Counselors Inc
13,423$1.8M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Archford Capital Strategies, LLC
11,997$1.7M0.2%GrowthMediumSwansea, IL2026-10-19
Diversify Advisory Services, LLC
11,596$1.6M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
11,596$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Prime Capital Investment Advisors, LLC
11,052$1.5M0.0%ETFLowOverland Park, KS2026-10-20
Mirae Asset Global Investments Co., Ltd.
10,783$1.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Hoxton Planning & Management, LLC
10,308$1.4M0.4%ETFLowShepherdstown, WV2026-10-15
Daymark Wealth Partners, LLC
10,250$1.4M0.0%CoreLowCincinnati, OH2026-11-04
Private Trust Co NA
10,139$1.4M0.1%CoreLowCleveland, OH2026-10-20
Adirondack Trust Co
9,038$1.2M0.4%GrowthLowSaratoga Springs, NY2026-10-14
Richardson Financial Services Inc.
8,977$1.2M0.7%GrowthMediumMedway, MA2026-10-30
Kingswood Wealth Advisors, LLC
8,868$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Vested Financial Planning, LLC
7,135$981.6K0.7%ETFMediumSan Carlos, CA2026-10-28
BAM Wealth Management, LLC
6,867$944.8K0.5%ETFHighLakewood, CO2026-10-15
KFA Private Wealth Group, LLC
6,816$937.7K0.2%ETFLowTysons, VA2026-10-07
Independent Financial Group, LLC
6,627$911.7K0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
6,477$905.9K0.0%CoreLowPlymouth, MN2026-10-13
Goodman Advisory Group, LLC
5,923$814.9K0.2%GrowthHighNeedham, MA2026-11-02
Semus Wealth Partners LLC
5,374$739.4K0.3%GrowthLowBoca Raton, FL2026-10-22
Nabity-Jensen Investment Management Inc
5,132$706.1K0.4%ETFVery LowOmaha, NE2026-10-23
Paladin Wealth, LLC
5,029$691.8K0.4%CoreLowArden Hills, MN2026-10-23
Capital Investment Advisory Services, LLC
4,892$675.7K0.0%CoreMediumRaleigh, NC2026-10-30
Plan Group Financial, LLC
4,670$647.7K0.1%ETFMediumOklahoma City, OK2026-10-22
Kelly Financial Services LLC
4,490$617.7K0.1%ETFMediumBraintree, MA2026-10-20
PKS Advisory Services, LLC
4,138$557.5K0.1%ETFMediumAlbany, NY2026-10-26
Csenge Advisory Group
3,821$525.7K0.0%ETFMediumClearwater, FL2026-11-04
Kestra Advisory Services, LLC
3,471$477.6K0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
3,416$469.9K0.0%GrowthMediumTampa, FL2026-10-16
Y-Intercept (Hong Kong) Ltd
3,281$451.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
SeaCrest Wealth Management, LLC
3,193$439.3K0.0%GrowthLowPurchase, NY2026-10-21
Brookstone Capital Management
3,122$429.6K0.0%ETFMediumWheaton, IL2026-10-22
GGM Financial LLC
3,078$423.4K0.1%ETFMediumColumbus, OH2026-11-05
WealthPlan Investment Management, LLC
3,007$413.7K0.0%GrowthMediumOmaha, NE2026-10-15
Flagstar Securities, Inc
2,873$395.3K0.1%ETFVery LowNew York, NY2026-10-15
TFB Advisors LLC
2,867$394.4K0.2%ETFLowOverland Park, KS2026-11-02
Fifth Third Securities, Inc.
2,794$384.4K0.0%ETFLowCincinnati, OH2026-10-21
Keystone Wealth Services, LLC
2,668$368.1K0.1%ETFHighPalm Desert, CA2026-11-03
Cordgrass Capital Advisors, LLC
2,477$340.8K0.1%CoreLowRaleigh, NC2026-10-30
Absolute Capital Management, LLC
2,451$337.3K0.1%ETFMediumPittsburgh, PA2026-10-16
Prospera Financial Services Inc
2,253$306.7K0.0%CoreMediumDallas, TX2026-11-04
Grimes & Co Wealth Management, LLC
2,230$306.8K0.0%CoreLowWestborough, MA2026-10-29
Welch Group, LLC
2,217$305.0K0.0%CoreVery LowBirmingham, AL2026-10-29
DB&C Advisors, LLC
2,187$300.9K0.3%GrowthVery LowHolland, MI2026-10-26
Archer Investment Corp
2,152$296.1K0.1%CoreMediumCarmel, IN2026-11-05
JB Capital LLC
2,111$290.5K0.0%ETFMediumWethersfield, CT2026-10-19
Herold Advisors, Inc.
2,000$275.2K0.1%CoreLowNew York, NY2026-10-19
Axxcess Wealth Management, LLC
1,950$268.3K0.0%CoreLowCarlsbad, CA2026-10-21
Well Done, LLC
1,947$267.9K0.0%ETFLowHolland, MI2026-10-20
Cpwa, LLC
1,942$273.0K0.3%GrowthN/AHood River, OR2026-11-04
Total Investment Management Inc
1,765$242.8K0.0%ETFLowScottsdale, AZ2026-10-22
Birchwood Financial Partners, Inc.
1,695$233.3K0.2%ETFVery LowBloomington, MN2026-11-02
Mascagni Wealth Management, Inc.
1,669$229.6K0.1%ETFLowClinton, MS2026-10-23
Frederick Financial Consultants, LLC
1,653$227.4K0.1%ETFVery LowFrederick, MD2026-10-29
StoneX Group Inc.
1,485$204.3K0.0%ETFMediumNew York, NY2026-11-03
Spire Wealth Management
1,471$202.4K0.0%GrowthMediumMclean, VA2026-10-30
Root Financial Partners, LLC
1,418$195.1K0.0%ETFMediumEncinitas, CA2026-10-21
United Community Bank
1,379$189.7K0.1%CoreLowGreenville, SC2026-10-28
William Mack & Associates, Inc.
734$101.0K0.0%ETFLowTroy, MI2026-10-27
Bare Financial Services, Inc
268$36.9K0.0%ETFVery LowGap, PA2026-11-04
Nova Financial LLC
175$24.1K0.0%N/AN/ATucson, AZ2026-11-04
SBI Securities Co., Ltd.
155$21.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Brown, Lisle Ings, Inc.
137$18.8K0.0%CoreVery LowProvidence, RI2026-10-16
Jnba Financial Advisors
136$18.7K0.0%ETFMediumBloomington, MN2026-11-03
Creative Financial Designs Inc
124$17.1K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Counsel, Inc
116$16.0K0.0%GrowthVery LowRaleigh, NC2026-10-20
Triumph Capital Management
100$13.8K0.0%ETFMediumDenver, CO2026-10-14
Cherry Tree Wealth Management, LLC
93$12.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Main Street Group, LTD
83$11.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Nemes Rush Group LLC
60$8.3K0.0%CoreVery LowNovi, MI2026-11-04
EverSource Wealth Advisors, LLC
51$7.0K0.0%CoreMediumBirmingham, AL2026-11-04
Halbert Hargrove Global Advisors, LLC
13$1.8K0.0%ETFLowLong Beach, CA2026-10-16