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JPMorgan BetaBuilders US Mid Cap Equity ETF

49 hedge funds and large institutions have $1.68B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
17
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
26
Advisornet Financial
Minnesota
$109K +$56.6K +628 +108%
Wells Fargo
27
Wells Fargo
California
$89.1K -$16.8K -186 -16%
IA
28
IFP Advisors
Florida
$62.7K -$2.97K -33 -5%
MFS
29
Mattson Financial Services
Michigan
$37K +$37K +411 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$24K +$22.3K +252 +1,326%
Comerica Bank
31
Comerica Bank
Texas
$19.4K -$2.25K -25 -10%
WTC
32
WhitTier Trust Company
Nevada
$10.9K
CFD
33
Creative Financial Designs
Indiana
$9.93K
CIAS
34
Capital Investment Advisory Services
North Carolina
$8.02K +$8.02K +89 New
LFA
35
LGT Financial Advisors
Texas
$7.83K -$2.34K -26 -23%
RFS
36
Richardson Financial Services
Massachusetts
$6.58K -$56.4K -626 -90%
FFA
37
Farther Finance Advisors
California
$6.35K -$79.3K -874 -93%
NP
38
NorthRock Partners
Minnesota
$5.68K +$5.68K +63 New
PTC
39
Private Trust Company
Ohio
$4.87K -$86.7K -962 -95%
NA
40
NewEdge Advisors
Louisiana
$4.6K +$4.6K +51 New
ACA
41
Aptus Capital Advisors
Alabama
$4.19K
RF
42
Rossby Financial
Florida
$2.55K +$2.55K +29 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$1.35K +$1.35K +15 New
EWA
44
EverSource Wealth Advisors
Alabama
$1.29K
WP
45
WealthShield Partners
North Carolina
$1.26K
RA
46
Rise Advisors
New York
$1.13K
AWM
47
AE Wealth Management
Kansas
$811 +$811 +9 New
SIS
48
Sound Income Strategies
Florida
$541
HHGA
49
Halbert Hargrove Global Advisors
California
$91 -$91 -1 -50%
VAS
50
Vestmark Advisory Solutions
Massachusetts
-$11.8M -122,153 Closed