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JPMorgan BetaBuilders US Small Cap Equity ETF
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Overview Fund Activity

42 hedge funds and large institutions have $625M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
1
Daymark Wealth Partners
Ohio
$7.12M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.69M
3
IWP
3
IAG Wealth Partners
Wisconsin
$2.05M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$859K
5
LPL Financial
5
LPL Financial
California
$10.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$579M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.34M
4
IWM
4
IHT Wealth Management
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$24.8K 426 +283 +198%
ASN
27
Advisory Services Network
Georgia
$11.7K 191 +191 New
IGWM
28
ICA Group Wealth Management
Colorado
$10.1K 165 +165 New
WTC
29
WhitTier Trust Company
Nevada
$9.71K 158 +158 New
GWM
30
Geneos Wealth Management
Colorado
$6.15K 100 – –
FAM
31
Family Asset Management
South Carolina
$5.47K 89 – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$5.16K 84 +84 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$3.57K 58 -3 -5%
AF
34
Allworth Financial
California
$2.52K 41 +41 New
Wells Fargo
35
Wells Fargo
California
$2.52K 41 +41 New
SWM
36
Spire Wealth Management
Virginia
$1.29K 22 -10 -31%
Comerica Bank
37
Comerica Bank
Texas
$1.23K 20 -269 -93%
LFA
38
LGT Financial Advisors
Texas
$1.05K 17 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1K 11 +11 New
RAM
40
Riggs Asset Management
Pennsylvania
$738 12 – –
CFD
41
Creative Financial Designs
Indiana
$622 10 +10 New
Citadel Advisors
42
Citadel Advisors
Florida
– – -22,530 Closed
IWM
43
IHT Wealth Management
Illinois
– – -10,165 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– – -7,358 Closed
Two Sigma Investments
45
Two Sigma Investments
New York
– – -4,300 Closed
AG
46
Ascent Group
Virginia
– – -4,180 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$0 4 -754 -99%
SCA
48
Stonebridge Capital Advisors
Minnesota
– – -72 Closed
GA
49
GoalVest Advisory
New York
– – -7 Closed
1
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