We are live on ! Find out more
BBMC icon

JPMorgan BetaBuilders US Mid Cap Equity ETF

50 hedge funds and large institutions have $1.75B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.57% more ownership

Funds ownership: 86.79%97.37% (+11%)

2% more capital invested

Capital invested by funds: $1.72B → $1.75B (+$26.4M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less funds holding

Funds holding: 5250 (-2)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
18
Closed
9
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
$1.7B +$61.6M +549,949 +4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$16.7M -$1.91M -17,066 -10%
LPL Financial
3
LPL Financial
California
$5.25M +$2.19M +19,523 +67%
EH
4
Equitable Holdings
New York
$2.22M +$2.34M +20,864 New
FTUS
5
Flow Traders U.S.
New York
$2.15M -$54.8K -489 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.79M +$658K +5,876 +55%
Wells Fargo
7
Wells Fargo
California
$1.5M -$32.2K -287 -2%
AA
8
ACT Advisors
North Carolina
$1.43M -$70.5K -629 -5%
Citadel Advisors
9
Citadel Advisors
Florida
$1.38M +$244K +2,178 +21%
Bank of America
10
Bank of America
North Carolina
$1.37M +$1.04M +9,255 +273%
SA
11
Sanctuary Advisors
Indiana
$938K -$2.85M -25,406 -75%
GI
12
Gradient Investments
Minnesota
$930K -$80.6K -719 -8%
Goldman Sachs
13
Goldman Sachs
New York
$926K +$957K +8,541 New
IWP
14
IAG Wealth Partners
Wisconsin
$907K -$45.2K -403 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$795K -$2.85M -25,406 -78%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$667K +$332K +2,959 +93%
MOS
17
MGO One Seven
Ohio
$648K -$180K -1,610 -21%
TWP
18
Triad Wealth Partners
Kansas
$573K +$78.7K +702 +15%
EWM
19
Elevation Wealth Management
Minnesota
$546K -$23.6K -211 -4%
AIC
20
Archer Investment Corporation
Indiana
$490K +$506K +4,516 New
Osaic Holdings
21
Osaic Holdings
Arizona
$476K -$2.32M -20,693 -83%
PAG
22
Private Advisor Group
New Jersey
$443K +$457K +4,083 New
MWA
23
MN Wealth Advisors
Kansas
$394K -$9.19K -82 -2%
AG
24
Ascent Group
Virginia
$365K +$12.2K +109 +3%
MW
25
Merited Wealth
Florida
$360K