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JPMorgan BetaBuilders US Small Cap Equity ETF

23 hedge funds and large institutions have $393M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$377M 5,535,180 -356,867 -6%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.41M 108,798 +20,213 +23%
LPL Financial
3
LPL Financial
California
$3.37M 49,533 +3,241 +7%
IWP
4
IAG Wealth Partners
Wisconsin
$1.98M 29,020 -2,170 -7%
PWM
5
Perigon Wealth Management
California
$806K 11,652 +6,463 +125%
Goldman Sachs
6
Goldman Sachs
New York
$756K 11,100 +11,100 New
Osaic Holdings
7
Osaic Holdings
Arizona
$613K 9,004 +1,100 +14%
DWP
8
Daymark Wealth Partners
Ohio
$358K 5,252 -608 -10%
MWA
9
MN Wealth Advisors
Kansas
$233K 3,426 -153 -4%
SPI
10
Sutton Place Investors
New York
$203K 2,984 +2,984 New
Bank of America
11
Bank of America
North Carolina
$72.5K 1,064 -125 -11%
GWM
12
Geneos Wealth Management
Colorado
$55.9K 820 +54 +7%
KFI
13
Key Financial Inc
Pennsylvania
$48.3K 709
CFD
14
Creative Financial Designs
Indiana
$17.1K 251 -99 -28%
WTC
15
WhitTier Trust Company
Nevada
$10.8K 158
FDW
16
Fourth Dimension Wealth
Ohio
$6.81K 100 +100 New
LFA
17
LGT Financial Advisors
Texas
$4.81K 71 +31 +78%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.95K 58
FFA
19
Farther Finance Advisors
California
$3.61K 53
GRP
20
Global Retirement Partners
California
$2.38K 35 -1 -3%
IA
21
IFP Advisors
Florida
$1.84K 27
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K 20 +20 New
Morgan Stanley
23
Morgan Stanley
New York
$85 1
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-43,672 Closed
FTUS
25
Flow Traders U.S.
New York
-4,298 Closed