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JPMorgan BetaBuilders US Mid Cap Equity ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.67B 17,375,918 -733,729 -4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$28.8M 299,454 +159,345 +114%
LPL Financial
3
LPL Financial
California
$28.1M 292,159 +273,722 +1,485%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$11.8M 122,153 +99,083 +429%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.5M 119,831 +115,277 +2,531%
Morgan Stanley
6
Morgan Stanley
New York
$10.7M 111,223 +83,179 +297%
AssetMark Inc
7
AssetMark Inc
California
$9.05M 94,080 +74,374 +377%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.47M 56,872 +56,872 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.27M 33,970 +7,227 +27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.82M 29,322 +29,322 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.57M 26,669 +26,669 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.14M 22,285 -89,437 -80%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.34M 13,932 +13,932 New
AA
14
ACT Advisors
North Carolina
$1.33M 13,820 +4,546 +49%
PAS
15
Park Avenue Securities
New York
$1.24M 12,926 +12,926 New
FTUS
16
Flow Traders U.S.
New York
$1.22M 12,642 +12,642 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.11M 11,586 +698 +6%
CW
18
CreativeOne Wealth
Kansas
$847K 8,803 +8,803 New
BOC
19
Blue Oak Capital
California
$772K 8,021 +8,021 New
PWM
20
Prosperity Wealth Management
California
$749K 7,782 +902 +13%
MWA
21
MN Wealth Advisors
Kansas
$704K 7,317 +2,188 +43%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$681K 7,076 +5,634 +391%
IWP
23
IAG Wealth Partners
Wisconsin
$483K 5,016 -108 -2%
AG
24
Ascent Group
Virginia
$467K 4,850 +1,809 +59%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$459K 4,765 +4,765 New