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JPMorgan BetaBuilders US Mid Cap Equity ETF
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Overview Fund Activity

62 hedge funds and large institutions have $1.8B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+22
Holders Change %
+55%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.1M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$28.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.5M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$11.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.67B
2
Goldman Sachs
2
Goldman Sachs
New York
$440K
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.14M
4
SA
4
Sanctuary Advisors
Indiana
$0
5
IWP
5
IAG Wealth Partners
Wisconsin
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$440K 4,575 -118,930 -96%
5W
27
5T Wealth
California
$421K 4,374 +4,374 New
WF
28
Wayfinding Financial
Washington
$404K 4,202 +4,202 New
OMC
29
Old Mission Capital
Illinois
$375K 3,900 +3,900 New
SPI
30
Sutton Place Investors
New York
$337K 3,504 +235 +7%
LSPW
31
Lake Street Private Wealth
Illinois
$324K 3,371 +3,371 New
LFG
32
Lockerman Financial Group
California
$297K 3,087 +3,087 New
BRWA
33
B. Riley Wealth Advisors
Florida
$278K 2,885 +2,885 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$248K 2,574 +2,574 New
SPIA
35
Steward Partners Investment Advisory
New York
$222K 2,311 +383 +20%
TA
36
TFB Advisors
Kansas
$208K 2,159 +2,159 New
GM
37
GeoWealth Management
Illinois
$177K 1,840 +1,529 +492%
CFGS
38
Concourse Financial Group Securities
Alabama
$131K 1,293 +1,293 New
Bank of America
39
Bank of America
North Carolina
$124K 1,290 +484 +60%
Wells Fargo
40
Wells Fargo
California
$113K 1,175 +5 +0.4%
PTC
41
Private Trust Company
Ohio
$97.8K 1,016 +1,016 New
GWM
42
Geneos Wealth Management
Colorado
$95.8K 996 +76 +8%
FFA
43
Farther Finance Advisors
California
$90.8K 944 +556 +143%
IA
44
IFP Advisors
Florida
$70.2K 729 +163 +29%
RFS
45
Richardson Financial Services
Massachusetts
$67.2K 699 +642 +1,126%
AF
46
Advisornet Financial
Minnesota
$56.1K 583 +583 New
GRP
47
Global Retirement Partners
California
$49.7K 516 +472 +1,073%
Comerica Bank
48
Comerica Bank
Texas
$23.1K 240 +25 +12%
WTC
49
WhitTier Trust Company
Nevada
$11.6K 121 – –
LFA
50
LGT Financial Advisors
Texas
$10.8K 113 +57 +102%
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