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JPMorgan BetaBuilders US Mid Cap Equity ETF

51 hedge funds and large institutions have $1.72B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$240K
GVAG
27
Great Valley Advisor Group
Delaware
$207K
TWM
28
Thrive Wealth Management
Pennsylvania
$207K
CPG
29
Cornerstone Planning Group
New Jersey
$122K
KAS
30
Kestra Advisory Services
Texas
$106K
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$29K
AWM
32
AE Wealth Management
Kansas
$28.1K
AssetMark Inc
33
AssetMark Inc
California
$15.8K
FW
34
Fairway Wealth
Ohio
$15.2K
LFA
35
LGT Financial Advisors
Texas
$12.8K
CFD
36
Creative Financial Designs
Indiana
$11.9K
GF
37
GGM Financials
Ohio
$10.2K
FFA
38
Founders Financial Alliance
North Carolina
$9.17K
IIM
39
IFC & Insurance Marketing
California
$8K
FFA
40
Farther Finance Advisors
California
$7.46K
OP
41
ORG Partners
Indiana
$7.46K
NA
42
NewEdge Advisors
Louisiana
$5.5K
ACA
43
Aptus Capital Advisors
Alabama
$5.01K
IAIM
44
International Assets Investment Management
Florida
$4.16K
RF
45
Rossby Financial
Florida
$3.09K
IA
46
IFP Advisors
Florida
$3.09K
GRP
47
Global Retirement Partners
California
$1.71K
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$1.6K
WP
49
WealthShield Partners
North Carolina
$1.49K
SWM
50
Spire Wealth Management
Virginia
$1.07K