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JPMorgan BetaBuilders US Mid Cap Equity ETF
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Overview Fund Activity

40 hedge funds and large institutions have $1.78B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-9
Holders Change %
-18.37%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$3.94M
2
GI
Gradient Investments
Minnesota
$1.12M
3
Wells Fargo
Wells Fargo
California
$1.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.77M
5
MOS
MGO One Seven
Ohio
$567K

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74B
2
Osaic Holdings
Osaic Holdings
Arizona
$937K
3
FTUS
Flow Traders U.S.
New York
$1.91M
4
AssetMark Inc
AssetMark Inc
California
$16.2K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
AssetMark Inc
27
AssetMark Inc
California
$16.2K -$1.92M -19,682 -99%
CFD
28
Creative Financial Designs
Indiana
$10.8K – – –
LFA
29
LGT Financial Advisors
Texas
$8.89K +$391 +4 +5%
FFA
30
Farther Finance Advisors
California
$6.82K – – –
NA
31
NewEdge Advisors
Louisiana
$4.98K – – –
ACA
32
Aptus Capital Advisors
Alabama
$4.54K – – –
RF
33
Rossby Financial
Florida
$2.83K – – –
EWA
34
EverSource Wealth Advisors
Alabama
$1.4K – – –
WP
35
WealthShield Partners
North Carolina
$1.36K – – –
GRP
36
Global Retirement Partners
California
$1.36K +$1.36K +14 New
RA
37
Rise Advisors
New York
$1.23K – – –
IA
38
IFP Advisors
Florida
$779 -$67K -688 -99%
AAS
39
Ameritas Advisory Services
Nebraska
$682 +$682 +7 New
SIS
40
Sound Income Strategies
Florida
$585 – – –
Jane Street
41
Jane Street
New York
– -$1.59M -17,663 Closed
PWM
42
Prosperity Wealth Management
California
– -$724K -8,039 Closed
TSS
43
Two Sigma Securities
New York
– -$403K -4,476 Closed
HF
44
HRT Financial
New York
– -$252K -2,804 Closed
3IP
45
3Chopt Investment Partners
Virginia
– -$174K -1,935 Closed
AF
46
Advisornet Financial
Minnesota
– -$109K -1,211 Closed
MFS
47
Mattson Financial Services
Michigan
– -$37K -411 Closed
Comerica Bank
48
Comerica Bank
Texas
– -$19.4K -215 Closed
WTC
49
WhitTier Trust Company
Nevada
– -$10.9K -121 Closed
CIAS
50
Capital Investment Advisory Services
North Carolina
– -$8.02K -89 Closed
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