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JPMorgan BetaBuilders US Equity ETF

184 hedge funds and large institutions have $3.1B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
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
$512M
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$397M
LPL Financial
3
LPL Financial
California
$358M
Morgan Stanley
4
Morgan Stanley
New York
$275M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$217M
VAS
6
Vestmark Advisory Solutions
Massachusetts
$182M
CWM
7
Cornerstone Wealth Management
Missouri
$82.1M
AssetMark Inc
8
AssetMark Inc
California
$66.1M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$63.9M
IWC
10
Integrated Wealth Concepts
Massachusetts
$62.1M
KFG
11
Kelly Financial Group
Connecticut
$59.8M
RSWM
12
Robertson Stephens Wealth Management
California
$56.1M
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$55.9M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$52.8M
PWM
15
Perigon Wealth Management
California
$50M
TWG
16
The Wealth Group
Minnesota
$45.6M
TWM
17
Tradition Wealth Management
Minnesota
$40.7M
Osaic Holdings
18
Osaic Holdings
Arizona
$33M
MWA
19
MN Wealth Advisors
Kansas
$28.1M
PAS
20
Park Avenue Securities
New York
$25M
MML Investors Services
21
MML Investors Services
Massachusetts
$22.9M
DWM
22
Drive Wealth Management
Utah
$19M
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$17.1M
IA
24
IFG Advisory
Georgia
$16.3M
BCI
25
Brinker Capital Investments
Pennsylvania
$14.7M