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JPMorgan BetaBuilders US Small Cap Equity ETF

24 hedge funds and large institutions have $437M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$410M -$776K -11,764 -0.2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.1M +$133K +2,011 +2%
FTUS
3
Flow Traders U.S.
New York
$6.17M +$4.07M +61,720 +195%
IWP
4
IAG Wealth Partners
Wisconsin
$4.41M +$2.33M +35,328 +112%
LPL Financial
5
LPL Financial
California
$3.66M +$12.4K +188 +0.3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.3M +$3.76K +57 +0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$902K +$265K +3,934 +42%
Goldman Sachs
8
Goldman Sachs
New York
$732K
Citadel Advisors
9
Citadel Advisors
Florida
$696K -$573K -8,680 -45%
PWM
10
Perigon Wealth Management
California
$436K -$36K -545 -8%
MOS
11
MGO One Seven
Ohio
$272K +$272K +4,121 New
Bank of America
12
Bank of America
North Carolina
$149K +$80K +1,212 +117%
GWM
13
Geneos Wealth Management
Colorado
$89.7K -$79.6K -1,206 -47%
KFI
14
Key Financial Inc
Pennsylvania
$45.7K
SPIA
15
Steward Partners Investment Advisory
New York
$38.7K +$38.7K +586 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$28.7K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$17K
CFD
18
Creative Financial Designs
Indiana
$9.95K -$6.59K -100 -40%
Wells Fargo
19
Wells Fargo
California
$4.82K +$4.82K +73 New
LFA
20
LGT Financial Advisors
Texas
$4.35K +$264 +4 +6%
FFA
21
Farther Finance Advisors
California
$2.64K -$858 -13 -25%
IA
22
IFP Advisors
Florida
$1.98K +$198 +3 +11%
GRP
23
Global Retirement Partners
California
$924 +$924 +14 New
AAS
24
Ameritas Advisory Services
Nebraska
$330 +$330 +5 New
GI
25
Gradient Investments
Minnesota
-$750K -12,397 Closed