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JPMorgan BetaBuilders US Small Cap Equity ETF

29 hedge funds and large institutions have $519M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $473M → $519M (+$46.8M)

0.14% more ownership

Funds ownership: 80%80.14% (+0.14%)

9% less funds holding

Funds holding: 3229 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
8
Closed
6
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
$488M +$57.9M +746,522 +13%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.58M +$1.05M +13,567 +12%
LPL Financial
3
LPL Financial
California
$5.72M +$1.26M +16,297 +27%
IWP
4
IAG Wealth Partners
Wisconsin
$5.06M +$231K +2,978 +5%
FTUS
5
Flow Traders U.S.
New York
$2.87M +$1.69M +21,781 +133%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.66M -$1.08M -13,895 -39%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.6M -$9.07K -117 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.12M +$166K +2,145 +17%
Jane Street
9
Jane Street
New York
$928K +$519K +6,686 +118%
Goldman Sachs
10
Goldman Sachs
New York
$833K -$466K -6,009 -35%
PWM
11
Perigon Wealth Management
California
$457K -$16.2K -209 -3%
TWP
12
Triad Wealth Partners
Kansas
$334K +$53.3K +687 +18%
MOS
13
MGO One Seven
Ohio
$307K -$68.3K -880 -18%
EWM
14
Elevation Wealth Management
Minnesota
$225K -$3.57K -46 -2%
LEA
15
Legacy Edge Advisors
New York
$205K +$212K +2,732 New
SPI
16
Sutton Place Investors
New York
$200K +$207K +2,665 New
GWM
17
Geneos Wealth Management
Colorado
$124K -$12.5K -161 -9%
SPIA
18
Steward Partners Investment Advisory
New York
$67.3K +$14.1K +182 +25%
KFI
19
Key Financial Inc
Pennsylvania
$51.9K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$34K
UBS Group
21
UBS Group
Switzerland
$27.2K +$28.2K +363 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$19.4K
IA
23
IFP Advisors
Florida
$6.91K +$3.72K +48 +109%
LFA
24
LGT Financial Advisors
Texas
$6.57K +$621 +8 +10%
GSEP
25
Golden State Equity Partners
California
$3.83K +$3.96K +51 New

BBSC Hedge Fund Activity: Q1 2026 in Review

29 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q1 2026, worth a combined $519M — up 9.9% from $473M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BBSC and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 12 added.

The largest buyer was JP Morgan Chase, adding an estimated $57.9M. The largest seller was Farther Finance Advisors, cutting an estimated $1.64M.

  • 29 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q1 2026, down from 32 in Q4 2025.
  • Funds reported $519M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q1 2026, up 9.9% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q1 2026 and 6 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $57.9M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q1 2026 was Farther Finance Advisors, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2026.