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JPMorgan BetaBuilders US Mid Cap Equity ETF

52 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 14 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$340K
GWM
27
Geneos Wealth Management
Colorado
$240K
GVAG
28
Great Valley Advisor Group
Delaware
$207K
TWM
29
Thrive Wealth Management
Pennsylvania
$207K
CPG
30
Cornerstone Planning Group
New Jersey
$122K
KAS
31
Kestra Advisory Services
Texas
$106K
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$29K
AWM
33
AE Wealth Management
Kansas
$28.1K
AssetMark Inc
34
AssetMark Inc
California
$15.8K
FW
35
Fairway Wealth
Ohio
$15.2K
LFA
36
LGT Financial Advisors
Texas
$12.8K
CFD
37
Creative Financial Designs
Indiana
$11.9K
GF
38
GGM Financials
Ohio
$10.2K
FFA
39
Founders Financial Alliance
North Carolina
$9.17K
IIM
40
IFC & Insurance Marketing
California
$8K
OP
41
ORG Partners
Indiana
$7.46K
FFA
42
Farther Finance Advisors
California
$7.46K
NA
43
NewEdge Advisors
Louisiana
$5.5K
ACA
44
Aptus Capital Advisors
Alabama
$5.01K
IAIM
45
International Assets Investment Management
Florida
$4.16K
RF
46
Rossby Financial
Florida
$3.09K
IA
47
IFP Advisors
Florida
$3.09K
GRP
48
Global Retirement Partners
California
$1.71K
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.6K
WP
50
WealthShield Partners
North Carolina
$1.49K