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JPMorgan BetaBuilders US Mid Cap Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.74B -$37.2M -381,975 -2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$17M +$312K +3,198 +2%
Goldman Sachs
3
Goldman Sachs
New York
$3.94M +$2.45M +25,106 +164%
LPL Financial
4
LPL Financial
California
$2.57M +$14.9K +153 +0.6%
FTUS
5
Flow Traders U.S.
New York
$1.91M -$2.53M -25,941 -57%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.77M +$778K +7,981 +78%
AA
7
ACT Advisors
North Carolina
$1.38M +$12.3K +126 +0.9%
Wells Fargo
8
Wells Fargo
California
$1.16M +$1.07M +10,941 +1,106%
GI
9
Gradient Investments
Minnesota
$1.12M +$1.12M +11,522 New
Osaic Holdings
10
Osaic Holdings
Arizona
$937K -$4.41M -46,659 -82%
IWP
11
IAG Wealth Partners
Wisconsin
$887K +$454K +4,661 +105%
Citadel Advisors
12
Citadel Advisors
Florida
$661K -$61.9K -635 -9%
Bank of America
13
Bank of America
North Carolina
$655K +$21K +216 +3%
MOS
14
MGO One Seven
Ohio
$567K +$567K +5,819 New
MWA
15
MN Wealth Advisors
Kansas
$372K -$52.2K -536 -12%
UBS Group
16
UBS Group
Switzerland
$361K -$97.2K -997 -21%
SPI
17
Sutton Place Investors
New York
$354K -$6.33K -65 -2%
SPIA
18
Steward Partners Investment Advisory
New York
$313K +$23.7K +243 +8%
Morgan Stanley
19
Morgan Stanley
New York
$308K -$102K -1,051 -25%
AG
20
Ascent Group
Virginia
$274K -$37.4K -384 -12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$256K +$256K +2,627 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$246K -$187K -1,919 -43%
TWM
23
Thrive Wealth Management
Pennsylvania
$216K +$216K +2,215 New
GWM
24
Geneos Wealth Management
Colorado
$159K -$145K -1,488 -48%
Raymond James Financial
25
Raymond James Financial
Florida
$144K +$144K +1,480 New