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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

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

30% more funds holding

Funds holding: 4052 (+12)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

8% less capital invested

Capital invested by funds: $1.86B → $1.72B (-$143M)

9.55% less ownership

Funds ownership: 96.34%86.79% (-9.6%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.67B -$195M -1,848,334 -11%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.2M -$163K -1,541 -0.9%
SA
3
Sanctuary Advisors
Indiana
$3.63M +$3.37M +31,936 +1,507%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.49M +$3.45M +32,736 New
LPL Financial
5
LPL Financial
California
$3.08M +$66.9K +634 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.68M -$373K -3,532 -12%
Jane Street
7
Jane Street
New York
$2.21M +$2.19M +20,744 New
FTUS
8
Flow Traders U.S.
New York
$2.17M -$955K -9,056 -31%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.73M +$1.35M +12,799 +369%
Wells Fargo
10
Wells Fargo
California
$1.51M -$3.9K -37 -0.3%
AA
11
ACT Advisors
North Carolina
$1.48M -$32K -303 -2%
Morgan Stanley
12
Morgan Stanley
New York
$1.13M +$722K +6,848 +183%
Citadel Advisors
13
Citadel Advisors
Florida
$1.12M +$248K +2,349 +29%
GI
14
Gradient Investments
Minnesota
$991K -$40.1K -380 -4%
TGAM
15
TBH Global Asset Management
Tennessee
$941K +$1.61M +15,284 New
IWP
16
IAG Wealth Partners
Wisconsin
$935K -$39.9K -378 -4%
MOS
17
MGO One Seven
Ohio
$809K +$82K +777 +11%
EWM
18
Elevation Wealth Management
Minnesota
$560K +$554K +5,250 New
TWP
19
Triad Wealth Partners
Kansas
$489K +$484K +4,588 New
MWA
20
MN Wealth Advisors
Kansas
$397K -$1.48K -14 -0.4%
SPI
21
Sutton Place Investors
New York
$386K +$1.9K +18 +0.5%
Bank of America
22
Bank of America
North Carolina
$361K +$65.6K +622 +23%
SPIA
23
Steward Partners Investment Advisory
New York
$360K -$11.2K -106 -3%
MW
24
Merited Wealth
Florida
$354K +$350K +3,319 New
AG
25
Ascent Group
Virginia
$348K +$9.39K +89 +3%

BBMC Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2025, worth a combined $1.72B — down 7.7% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BBMC positions and 2 closed out — a net gain of 12 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $3.45M. The largest seller was JP Morgan Chase, cutting an estimated $195M.

  • 52 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $1.72B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2025, down 7.7% quarter-over-quarter.
  • 14 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $3.45M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2025 was JP Morgan Chase, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2025.