JPMORGAN BETABUILDERS US EQU - Security Detail

Security Name:	JPMORGAN BETABUILDERS US EQU
Ticker:	BBUS
Security Type:	OTHER
Exchange:	US
CUSIP:	46641Q399

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$2.35B	-	119	-
2024-09-30	$1.89B	-19.7%	129	+8.4%
2024-12-31	$3.26B	+72.9%	117	-9.3%

Institution	Value	Shares	% of Portfolio
MN WEALTH ADVISORS, LLC	$31.3M	295K	17.6%
KELLY FINANCIAL GROUP LLC	$41.9M	395K	14.9%
BRAVIAS CAPITAL GROUP, LLC	$11.0M	101K	9.0%
5T WEALTH, LLC	$10.3M	96K	5.6%
FLORIDA FINANCIAL ADVISORS, LLC	$12.4M	117K	5.6%
VESTMARK ADVISORY SOLUTIONS, INC.	$128.1M	1,209K	4.4%
WAYFINDING FINANCIAL, LLC	$4.7M	44K	2.5%
HMV WEALTH ADVISORS, LLC	$2.0M	18K	2.0%
FINGERLAKES WEALTH MANAGEMENT, INC.	$2.3M	22K	1.9%
TRADITION WEALTH MANAGEMENT, LLC	$16.9M	159K	1.5%
SCHMIDT P J INVESTMENT MANAGEMENT INC	$8.3M	78K	1.5%
3CHOPT INVESTMENT PARTNERS, LLC	$4.2M	39K	1.4%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	$2.0M	18K	1.3%
IFG ADVISORY, LLC	$19.0M	179K	1.1%
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	$28.3M	267K	1.0%
GGM FINANCIALS LLC	$0.8M	7K	0.8%
TWIN PEAKS WEALTH ADVISORS, LLC	$1.4M	13K	0.6%
TFB ADVISORS LLC	$1.5M	13K	0.4%
SEMUS WEALTH PARTNERS LLC	$0.6M	6K	0.4%
NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	$49.0M	463K	0.4%
CREATIVEONE WEALTH, LLC	$11.7M	110K	0.4%
FINANCIAL NETWORK WEALTH MANAGEMENT LLC	$0.9M	8K	0.3%
ASCENT GROUP, LLC	$4.1M	39K	0.3%
WEALTHFRONT ADVISERS LLC	$91.8M	482K	0.3%
STRATEGIC FINANCIAL CONCEPTS, LLC	$1479.0M	375K	0.3%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
JGLO	US	JPMORGAN GLBL SLCT EQ ETF	0.088	5	57
JEMA	US	JPMORGAN ACTIVEBUILDERS EMER	0.074	4	54
BBIN	US	JPM BETABUILDERS INTL EQTY	0.060	5	84
BBHY	US	JPMORGAN BETABUILDERS USD HI	0.036	3	84
JAVA	US	JPMORGAN ACTIVE VALUE ETF	0.034	5	145
SECT	US	MAIN SECTOR ROTATION ETF	0.029	2	69
JCPB	US	JPMORGAN CORE PLUS BOND ETF	0.025	6	237
JIRE	US	JPMORGAN INT RES ENH EQTY	0.025	3	120
JGRO	US	JPMORGAN ACTIVE GROWTH ETF	0.024	4	165
JPIE	US	JPMORGAN INCOME ETF	0.015	3	196
PDP	US	INVESCO DORSEY WRIGHT MOMENT	0.012	2	161
CGMS	US	CAP GROUP US MULTI-SECT BOND	0.012	2	163
JQUA	US	JPMORGAN US QUALITY FACTOR	0.011	3	261
MGC	US	VANGUARD MEGA CAP ETF	0.009	3	345
TLH	US	ISHARES 10-20 YEAR TREASURY	0.009	3	345
IUSB	US	ISHARES CORE TOTAL BOND ETF	0.008	4	510
MDYV	US	SPDR S&P 400 MID CAP VALUE E	0.007	2	270
DUHP	US	DIMENSIONAL US HIGH PROFI ET	0.007	2	276
MDYG	US	SPDR S&P 400 MID CAPGROWTH E	0.007	2	280
DFIV	US	DIMENSIONAL INTERNATIONAL VA	0.007	3	430
SCHV	US	SCHWAB US LARGE-CAP VALUE	0.007	4	574
DFSV	US	DIMENSIONAL US SMALL CAP VAL	0.007	2	293
BUFR	US	FT VEST LAD BUFFERVETF-USD I	0.007	2	297
SCHR	US	SCHWAB INTERMEDIATE-TERM US	0.007	2	306
CGGR	US	CAP GROUP GROWTH EQUITY	0.006	2	312