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JPMorgan BetaBuilders US Mid Cap Equity ETF

50 hedge funds and large institutions have $1.75B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$61.6M
2 +$2.34M
3 +$2.19M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Goldman Sachs
Goldman Sachs
New York
+$957K

Top Sellers

1 -$2.85M
2 -$2.85M
3 -$2.32M
4
Jane Street
Jane Street
New York
-$2.21M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
26
Sutton Place Investors
New York
$359K
SPIA
27
Steward Partners Investment Advisory
New York
$350K
GVAG
28
Great Valley Advisor Group
Delaware
$270K
TWM
29
Thrive Wealth Management
Pennsylvania
$247K
GWM
30
Geneos Wealth Management
Colorado
$227K
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$78.7K
US Bancorp
32
US Bancorp
Minnesota
$15.8K
AssetMark Inc
33
AssetMark Inc
California
$15.2K
UBS Group
34
UBS Group
Switzerland
$14.1K
GF
35
GGM Financials
Ohio
$12.7K
LFA
36
LGT Financial Advisors
Texas
$11.7K
FFA
37
Founders Financial Alliance
North Carolina
$9.32K
FFA
38
Farther Finance Advisors
California
$7.66K
GSEP
39
Golden State Equity Partners
California
$6.83K
NA
40
NewEdge Advisors
Louisiana
$5.6K
ACA
41
Aptus Capital Advisors
Alabama
$5.09K
IAIM
42
International Assets Investment Management
Florida
$4.27K
ASN
43
Advisory Services Network
Georgia
$4.17K
RF
44
Rossby Financial
Florida
$3.17K
IA
45
IFP Advisors
Florida
$2.6K
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.63K
WP
47
WealthShield Partners
North Carolina
$1.52K
SWM
48
Spire Wealth Management
Virginia
$1.52K
AWM
49
Angeles Wealth Management
California
$1.52K
SIS
50
Sound Income Strategies
Florida
$657