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JPMorgan BetaBuilders US Small Cap Equity ETF

26 hedge funds and large institutions have $397M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
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
$377M 6,232,482 +697,302 +13%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.3M 120,676 +11,878 +11%
LPL Financial
3
LPL Financial
California
$3.34M 55,223 +5,690 +11%
FTUS
4
Flow Traders U.S.
New York
$1.92M 31,724 +31,724 New
IWP
5
IAG Wealth Partners
Wisconsin
$1.91M 31,517 +2,497 +9%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.19M 19,600 +19,600 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M 19,235 +19,235 New
GI
8
Gradient Investments
Minnesota
$750K 12,397 +12,397 New
Goldman Sachs
9
Goldman Sachs
New York
$672K 11,100
Osaic Holdings
10
Osaic Holdings
Arizona
$572K 9,448 +444 +5%
PWM
11
Perigon Wealth Management
California
$433K 7,154 -4,498 -39%
DWP
12
Daymark Wealth Partners
Ohio
$229K 3,778 -1,474 -28%
GWM
13
Geneos Wealth Management
Colorado
$155K 2,566 +1,746 +213%
Bank of America
14
Bank of America
North Carolina
$62.9K 1,039 -25 -2%
KFI
15
Key Financial Inc
Pennsylvania
$41.9K 692 -17 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$26.3K 435 +377 +650%
MFS
17
Mattson Financial Services
Michigan
$21K 347 +347 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16K 259 +239 +1,195%
CFD
19
Creative Financial Designs
Indiana
$15.2K 251
UBS Group
20
UBS Group
Switzerland
$10.8K 179 +179 New
WTC
21
WhitTier Trust Company
Nevada
$9.56K 158
FDW
22
Fourth Dimension Wealth
Ohio
$6.05K 100
LFA
23
LGT Financial Advisors
Texas
$3.74K 62 -9 -13%
FFA
24
Farther Finance Advisors
California
$3.2K 53
IA
25
IFP Advisors
Florida
$1.64K 27