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JPMorgan BetaBuilders US Equity ETF

67 hedge funds and large institutions have $832M invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
25
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.27M +$103K +1,404 +9%
M1FG
27
Mach-1 Financial Group
Arkansas
$1.03M +$1.03M +14 New
HighTower Advisors
28
HighTower Advisors
Illinois
$984K +$67.2K +916 +7%
TCA
29
Transcend Capital Advisors
New Jersey
$879K +$89.2K +1,213 +11%
MHR
30
Matthew Hamilton Rosenberg
$873K
AG
31
Ascent Group
Virginia
$868K -$66.1K -899 -7%
TA
32
TFB Advisors
Kansas
$776K -$33.6K -457 -4%
PAG
33
Private Advisor Group
New Jersey
$680K +$680K +9,250 New
FFA
34
Farther Finance Advisors
California
$667K +$667K +9,066 New
NL
35
NWAM LLC
Washington
$592K +$74K +1,007 +14%
SPI
36
Sutton Place Investors
New York
$591K +$5.22K +71 +0.9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$568K +$78.1K +1,062 +16%
CW
38
Channel Wealth
California
$302K +$302K +4,102 New
FWM
39
Fingerlakes Wealth Management
New York
$271K +$271K +3,688 New
Creative Planning
40
Creative Planning
Kansas
$269K +$269K +3,660 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$259K -$24.5K -333 -9%
PA
42
PFG Advisors
Arizona
$242K +$242K +3,288 New
AWS
43
Atria Wealth Solutions
New York
$228K +$147 +2 +0.1%
HA
44
Herold Advisors
New York
$202K -$50.4K -685 -20%
WG
45
Welch Group
Alabama
$200K +$200K +2,727 New
FAM
46
Family Asset Management
South Carolina
$168K +$10.2K +139 +6%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$159K
MWC
48
MBM Wealth Consultants
Missouri
$157K
Bank of America
49
Bank of America
North Carolina
$144K -$6.18K -84 -4%
AIC
50
Archer Investment Corporation
Indiana
$132K