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JPMorgan BetaBuilders US Small Cap Equity ETF

36 hedge funds and large institutions have $573M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+22
Holders Change %
+157.14%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
9
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$538M 10,063,691 -1,255,844 -11%
LPL Financial
2
LPL Financial
California
$8.61M 161,239 +156,903 +3,619%
DWP
3
Daymark Wealth Partners
Ohio
$4.16M 77,788 +37,067 +91%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.68M 68,827 +68,827 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.56M 66,638 +55,041 +475%
AssetMark Inc
6
AssetMark Inc
California
$3.42M 63,928 +63,916 +532,633%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.59M 48,515 +48,299 +22,361%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$2.08M 38,961 +38,961 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.01M 37,624 +37,624 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.2M 22,530 +22,530 New
PAS
11
Park Avenue Securities
New York
$590K 11,051 +11,051 New
IWM
12
IHT Wealth Management
Illinois
$543K 10,165 +10,165 New
IWP
13
IAG Wealth Partners
Wisconsin
$534K 10,000 +126 +1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$393K 7,358 +7,358 New
MML Investors Services
15
MML Investors Services
Massachusetts
$330K 6,184 +6,184 New
CW
16
CreativeOne Wealth
Kansas
$298K 5,586 +5,586 New
CAN
17
Cetera Advisor Networks
California
$282K 5,274 +5,274 New
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$278K 5,200 +5,200 New
Two Sigma Investments
19
Two Sigma Investments
New York
$230K 4,300 +4,300 New
AG
20
Ascent Group
Virginia
$211K 4,180 +4,180 New
GM
21
GeoWealth Management
Illinois
$133K 2,506 +2,506 New
PTC
22
Private Trust Company
Ohio
$43.3K 811 +811 New
CFGS
23
Concourse Financial Group Securities
Alabama
$40.4K 757 +757 New
Bank of America
24
Bank of America
North Carolina
$40.3K 755 +573 +315%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$40K 758 +758 New