We are live on ! Find out more
BBIN icon

JPMorgan BetaBuilders International Equity ETF

119 hedge funds and large institutions have $5B invested in JPMorgan BetaBuilders International Equity ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

3% more funds holding

Funds holding: 115119 (+4)

1.96% more ownership

Funds ownership: 81.35%83.31% (+2%)

4% more capital invested

Capital invested by funds: $4.82B → $5B (+$181M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
19
Increased
49
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.07B -$2.1M -29,301 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$259M +$97.1M +1,357,830 +61%
IWC
3
Integrated Wealth Concepts
Massachusetts
$146M -$3.68M -51,480 -2%
Bank of America
4
Bank of America
North Carolina
$63.1M +$3.15M +43,964 +5%
ACA
5
Aptus Capital Advisors
Alabama
$43M +$3.75M +52,463 +10%
KFG
6
Kelly Financial Group
Connecticut
$39.2M +$1.06M +14,847 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$35.6M -$2.64M -36,851 -7%
PCA
8
Pallas Capital Advisors
Massachusetts
$35.4M +$3.6M +50,337 +11%
PWM
9
Perigon Wealth Management
California
$33.6M -$45.9K -642 -0.1%
AssetMark Inc
10
AssetMark Inc
California
$33.1M +$2.93M +40,956 +10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$27.1M +$2.36M +33,042 +10%
LPL Financial
12
LPL Financial
California
$20.7M +$875K +12,234 +4%
ASN
13
Advisory Services Network
Georgia
$16.6M +$1.37M +19,132 +9%
RIL
14
Rothschild Investment LLC
Illinois
$13.7M +$304K +4,244 +2%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$11.9M +$3.63M +50,787 +45%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$11.4M +$756K +10,563 +7%
SWTS
17
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.9M -$53.9K -754 -0.5%
GK
18
Graney & King
New York
$9.75M +$2.88M +40,268 +43%
JCM
19
Jacobi Capital Management
Pennsylvania
$7.03M +$278K +3,884 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.92M +$561K +7,840 +9%
GWP
21
Gateway Wealth Partners
Wisconsin
$6.85M +$287K +4,006 +4%
CGL
22
Clarius Group LLC
Washington
$6.74M +$122K +1,708 +2%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$6.4M +$1.37M +19,110 +28%
AA
24
Alpha Advisors
Virginia
$6.38M +$126K +1,761 +2%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.83M +$586K +8,190 +11%