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JPMorgan BetaBuilders US Small Cap Equity ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$579M 9,411,462 -652,229 -6%
LPL Financial
2
LPL Financial
California
$10.7M 174,411 +13,172 +8%
DWP
3
Daymark Wealth Partners
Ohio
$7.12M 115,775 +37,987 +49%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.69M 92,550 +25,912 +39%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.55M 74,054 +5,227 +8%
AssetMark Inc
6
AssetMark Inc
California
$3.87M 62,867 -1,061 -2%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$2.67M 43,453 +4,492 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.34M 38,211 -10,304 -21%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.32M 37,716 +92 +0.2%
IWP
10
IAG Wealth Partners
Wisconsin
$2.05M 33,306 +23,306 +233%
MWA
11
MN Wealth Advisors
Kansas
$1.17M 19,040 +19,040 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$859K 13,977 +13,977 New
PAS
13
Park Avenue Securities
New York
$696K 11,316 +265 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$446K 7,258 +1,074 +17%
CAN
15
Cetera Advisor Networks
California
$384K 6,247 +973 +18%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$306K 4,971 -229 -4%
CW
17
CreativeOne Wealth
Kansas
$269K 4,367 -1,219 -22%
IWC
18
Integrated Wealth Concepts
Massachusetts
$244K 3,971 +3,971 New
GM
19
GeoWealth Management
Illinois
$130K 2,146 -360 -14%
Bank of America
20
Bank of America
North Carolina
$59.8K 973 +218 +29%
CFGS
21
Concourse Financial Group Securities
Alabama
$54K 878 +121 +16%
IA
22
IFP Advisors
Florida
$52.5K 854 +854 New
PTC
23
Private Trust Company
Ohio
$49.9K 811
FFA
24
Farther Finance Advisors
California
$45.1K 734 +22 +3%
RFS
25
Richardson Financial Services
Massachusetts
$30.6K 497 +497 New