BBUS — JPMORGAN BETABUILDERS US EQU
Reported value held$1.41B
Funds holding (latest)21
Sector—
Funds holding (Q2 2026)11
Institutional value$1.39B · 10.35M sh
New / Add / Cut / Exit3 / 7 / 0 / 1
Top-5 / Top-10 concentration99.6% / 100.0%
Institutional holdings change
Accumulating +224.9%
(+7.16M sh)
Institutional value change
Up +271.5%
As of Q2 2026, 11 SEC-registered investment managers reported holding BBUS (JPMORGAN BETABUILDERS US EQU) in their latest 13F filings, with a combined reported value of $1.39B across 10.35M shares. That is +224.9% by share count (+7.16M shares) versus the previous quarter, while reported value moved +271.5%. Ownership is concentrated: the five largest holders account for 99.6% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 7 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 6.60M | $880.75M | 0.10% | New |
| Morgan Stanley history | 3.66M | $492.46M | 0.03% | Add |
| Bank of America Corp history | 22.79K | $3.07M | 0.00% | Add |
| Goldman Sachs Group history | 21.36K | $2.88M | 0.00% | Add |
| UBS Group AG history | 13.22K | $1.78M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 11.53K | $1.55M | 0.00% | Add |
| Renaissance Technologies history | 9.70K | $1.31M | 0.00% | New |
| BNY Mellon history | 7.31K | $984.74K | 0.00% | Add |
| D. E. Shaw & Co history | 5.64K | $760.26K | 0.00% | New |
| Wells Fargo & Co history | 5.37K | $723.18K | 0.00% | Add |
| BlackRock Inc history | 1.14K | $153.99K | 0.00% | Hold |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.14M | $367.50M | 0.02% | Add |
| Bank of America Corp history | 21.35K | $2.50M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.36K | $1.21M | 0.00% | Reduce |
| UBS Group AG history | 5.42K | $635.35K | 0.00% | New |
| BNY Mellon history | 4.20K | $491.96K | 0.00% | Add |
| Principal Global Investors history | 2.23K | $261.90K | 0.00% | Reduce |
| Goldman Sachs Group history | 1.98K | $232.02K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.88K | $220.65K | 0.00% | Add |
| BlackRock Inc history | 1.14K | $133.94K | 0.00% | New |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 4.39M | $540.94M | 0.07% | Add |
| Morgan Stanley history | 2.86M | $352.85M | 0.02% | Add |
| Goldman Sachs Group history | 53.43K | $6.59M | 0.00% | Add |
| Bank of America Corp history | 22.96K | $2.83M | 0.00% | Hold |
| Citadel Advisors history | 15.51K | $1.91M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 10.59K | $1.31M | 0.00% | Add |
| Renaissance Technologies history | 8.20K | $1.01M | 0.00% | Reduce |
| Principal Global Investors history | 8.11K | $1.00M | 0.00% | New |
| Vanguard Group history | 6.41K | $789.92K | 0.00% | Add |
| BNY Mellon history | 3.26K | $402.07K | 0.00% | Add |
| Wells Fargo & Co history | 1.86K | $229.23K | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 4.25M | $512.34M | 0.07% | Add |
| Morgan Stanley history | 2.28M | $275.17M | 0.02% | Add |
| Goldman Sachs Group history | 51.58K | $6.22M | 0.00% | Add |
| Bank of America Corp history | 23.07K | $2.78M | 0.00% | Reduce |
| Renaissance Technologies history | 17.10K | $2.06M | 0.00% | Add |
| Vanguard Group history | 5.79K | $698.50K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.83K | $582.95K | 0.00% | Reduce |
| BNY Mellon history | 2.75K | $332.14K | 0.00% | Add |
| Wells Fargo & Co history | 1.97K | $238.18K | 0.00% | Add |
| UBS Group AG history | 330 | $39.82K | 0.00% | Add |
Q2 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 3.72M | $416.88M | 0.06% | Reduce |
| Morgan Stanley history | 1.80M | $201.25M | 0.01% | Add |
| Two Sigma Investments history | 127.90K | $14.31M | 0.03% | New |
| Bank of America Corp history | 107.33K | $12.01M | 0.00% | Add |
| Goldman Sachs Group history | 38.48K | $4.31M | 0.00% | Add |
| Marshall Wace history | 7.06K | $790.04K | 0.00% | New |
| Citigroup Inc history | 6.96K | $778.96K | 0.00% | New |
| Renaissance Technologies history | 6.40K | $716.29K | 0.00% | Add |
| Vanguard Group history | 5.96K | $666.82K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.86K | $543.65K | 0.00% | Add |
| BNY Mellon history | 2.30K | $257.66K | 0.00% | Hold |
| D. E. Shaw & Co history | 2.22K | $248.28K | 0.00% | New |
| Wells Fargo & Co history | 1.40K | $157.14K | 0.00% | New |
| UBS Group AG history | 106 | $11.86K | 0.00% | Add |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 4.43M | $447.01M | 0.07% | Add |
| Morgan Stanley history | 1.62M | $162.98M | 0.01% | Add |
| Bank of America Corp history | 43.43K | $4.38M | 0.00% | Reduce |
| Goldman Sachs Group history | 24.97K | $2.52M | 0.00% | Reduce |
| Vanguard Group history | 6.71K | $677.07K | 0.00% | Add |
| Renaissance Technologies history | 4.30K | $433.83K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.28K | $331.04K | 0.00% | Reduce |
| BNY Mellon history | 2.30K | $232.28K | 0.00% | Hold |
| UBS Group AG history | 6 | $605 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.60M sh · $880.75M
- Renaissance Technologies 9.70K sh · $1.31M
- D. E. Shaw & Co 5.64K sh · $760.26K
Fully Exited (vs previous quarter)
- Principal Global Investors sold 2.23K sh · $261.90K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6.60M | — | 4.39M | 4.25M | 3.72M | 4.43M | 4.16M | 3.71M | 2.93M | 7.64M | 8.30M | 8.46M | 8.36M | 6.94M | 7.13M | 6.52M | 6.35M | 6.30M | 5.92M | 5.40M |
| Morgan Stanley | 3.66M | 3.14M | 2.86M | 2.28M | 1.80M | 1.62M | 1.40M | 1.33M | 1.27M | 1.11M | 894.88K | 686.91K | 580.80K | 415.55K | 415.50K | 382.65K | 432.83K | 463.02K | 329.54K | 246.45K |
| Bank of America Corp | 22.79K | 21.35K | 22.96K | 23.07K | 107.33K | 43.43K | 45.20K | 11.46K | 11.51K | 3.24K | 225.78K | 2.21K | 1.95K | 1.96K | 2.04K | 837 | 1.99K | 2.55K | 2.61K | 2.61K |
| Goldman Sachs Group | 21.36K | 1.98K | 53.43K | 51.58K | 38.48K | 24.97K | 44.52K | — | — | — | 18.50K | 18.50K | 18.50K | 18.50K | 18.50K | 18.50K | 18.50K | 3.63K | — | — |
| UBS Group AG | 13.22K | 5.42K | — | 330 | 106 | 6 | 534 | 1.10K | — | 1.02K | — | 65 | 224 | 1.69K | 632 | 1.02K | — | — | 812 | 812 |
| Fidelity Management & Research (FMR) | 11.53K | 10.36K | 10.59K | 4.83K | 4.86K | 3.28K | 3.41K | 2.65K | 2.02K | 1.27K | 950 | 586 | 91 | 558 | 628 | 40 | 1.04K | 1.01K | 1.01K | 1.01K |
| Renaissance Technologies | 9.70K | — | 8.20K | 17.10K | 6.40K | 4.30K | 23.80K | 13.90K | 8.40K | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 7.31K | 4.20K | 3.26K | 2.75K | 2.30K | 2.30K | 2.30K | 2.30K | 2.30K | 2.30K | — | — | — | — | — | — | — | 2.50K | 2.85K | — |
| D. E. Shaw & Co | 5.64K | — | — | — | 2.22K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 5.37K | 1.88K | 1.86K | 1.97K | 1.40K | — | 244 | 535 | 636 | — | — | 1.09K | 70 | — | 2.15K | 2.88K | 577 | 577 | — | — |
| BlackRock Inc | 1.14K | 1.14K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 15.51K | — | — | — | — | — | — | 74.52K | 27.59K | — | — | 38.36K | — | 32.26K | — | — | — | 38.86K |
| Principal Global Investors | — | 2.23K | 8.11K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 6.41K | 5.79K | 5.96K | 6.71K | 6.29K | 5.65K | 5.03K | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | 127.90K | — | 114.90K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | 6.96K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Lazard Asset Management | — | — | — | — | — | — | — | — | — | — | 261 | 261 | 261 | 211 | 211 | 260 | 260 | 299 | 347 | 339 |
| Marshall Wace | — | — | — | — | 7.06K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | — | — | — | — | — | 3.02K | 3.02K | 3.02K | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | 27 | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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