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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 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

8% more funds holding

Funds holding: 2426 (+2)

1% more capital invested

Capital invested by funds: $393M → $397M (+$4.01M)

0.45% more ownership

Funds ownership: 82.07%82.52% (+0.45%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% 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
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$377M +$46.3M +697,302 +13%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.3M +$788K +11,878 +11%
LPL Financial
3
LPL Financial
California
$3.34M +$378K +5,690 +11%
FTUS
4
Flow Traders U.S.
New York
$1.92M +$2.11M +31,724 New
IWP
5
IAG Wealth Partners
Wisconsin
$1.91M +$166K +2,497 +9%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.19M +$1.3M +19,600 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M +$1.28M +19,235 New
GI
8
Gradient Investments
Minnesota
$750K +$823K +12,397 New
Goldman Sachs
9
Goldman Sachs
New York
$672K
Osaic Holdings
10
Osaic Holdings
Arizona
$572K +$29.5K +444 +5%
PWM
11
Perigon Wealth Management
California
$433K -$298K -4,498 -39%
DWP
12
Daymark Wealth Partners
Ohio
$229K -$97.8K -1,474 -28%
GWM
13
Geneos Wealth Management
Colorado
$155K +$116K +1,746 +213%
Bank of America
14
Bank of America
North Carolina
$62.9K -$1.66K -25 -2%
KFI
15
Key Financial Inc
Pennsylvania
$41.9K -$1.13K -17 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$26.3K +$25K +377 +650%
MFS
17
Mattson Financial Services
Michigan
$21K +$23K +347 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16K +$15.9K +239 +1,195%
CFD
19
Creative Financial Designs
Indiana
$15.2K
UBS Group
20
UBS Group
Switzerland
$10.8K +$11.9K +179 New
WTC
21
WhitTier Trust Company
Nevada
$9.56K
FDW
22
Fourth Dimension Wealth
Ohio
$6.05K
LFA
23
LGT Financial Advisors
Texas
$3.73K -$597 -9 -13%
FFA
24
Farther Finance Advisors
California
$3.2K
IA
25
IFP Advisors
Florida
$1.64K

BBSC Hedge Fund Activity: Q1 2025 in Review

26 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q1 2025, worth a combined $397M — up 1% from $393M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBSC positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $46.3M. The largest seller was Perigon Wealth Management, cutting an estimated $298K.

  • 26 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $397M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q1 2025, up 1% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $46.3M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q1 2025 was Perigon Wealth Management, an estimated $298K sold.

Based on aggregated 13F filings for Q1 2025.