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JPMorgan BetaBuilders US Small Cap Equity ETF

32 hedge funds and large institutions have $473M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

33% more funds holding

Funds holding: 2432 (+8)

3% more capital invested

Capital invested by funds: $461M → $473M (+$11.8M)

0.56% more ownership

Funds ownership: 79.44%80% (+0.56%)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
8
Closed
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
$443M +$10.3M +137,846 +2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.47M -$65.6K -877 -0.8%
IWP
3
IAG Wealth Partners
Wisconsin
$4.79M -$205K -2,734 -4%
LPL Financial
4
LPL Financial
California
$4.45M +$185K +2,472 +4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.68M +$1.43M +19,058 +112%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.59M -$9.65K -129 -0.6%
FFA
7
Farther Finance Advisors
California
$1.57M +$1.58M +21,091 +52,728%
Goldman Sachs
8
Goldman Sachs
New York
$1.27M -$3.25M -43,411 -72%
FTUS
9
Flow Traders U.S.
New York
$1.22M -$97.1K -1,298 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$950K -$82.2K -1,099 -8%
PWM
11
Perigon Wealth Management
California
$468K -$18.5K -247 -4%
Jane Street
12
Jane Street
New York
$422K +$425K +5,679 New
MOS
13
MGO One Seven
Ohio
$369K +$29.8K +398 +9%
TWP
14
Triad Wealth Partners
Kansas
$280K +$281K +3,761 New
EWM
15
Elevation Wealth Management
Minnesota
$226K +$228K +3,047 New
GWM
16
Geneos Wealth Management
Colorado
$134K +$6.51K +87 +5%
Bank of America
17
Bank of America
North Carolina
$64.1K -$25.1K -335 -28%
SPIA
18
Steward Partners Investment Advisory
New York
$53.1K
KFI
19
Key Financial Inc
Pennsylvania
$51.4K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$33.7K +$1.35K +18 +4%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$19K
AWM
22
AE Wealth Management
Kansas
$12.8K +$12.9K +172 New
CFD
23
Creative Financial Designs
Indiana
$11.3K +$75 +1 +0.7%
FW
24
Fairway Wealth
Ohio
$7.06K +$7.11K +95 New
LFA
25
LGT Financial Advisors
Texas
$5.97K +$1.65K +22 +38%

BBSC Hedge Fund Activity: Q4 2025 in Review

32 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q4 2025, worth a combined $473M — up 2.6% from $461M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BBSC positions and 0 closed out — a net gain of 8 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10.3M. The largest seller was Goldman Sachs, cutting an estimated $3.25M.

  • 32 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $473M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q4 2025, up 2.6% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q4 2025 and 0 closed out, a net change of +8 holders.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $10.3M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q4 2025 was Goldman Sachs, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2025.