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JPMorgan BetaBuilders US Equity ETF

152 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+19
Holders Change %
+14.29%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
34
Increased
71
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$12.2M +$12.2M +114,900 New
CW
27
CreativeOne Wealth
Kansas
$11.7M -$463K -4,367 -4%
BCG
28
Bravias Capital Group
New Jersey
$11M +$11M +101,074 New
Ameriprise
29
Ameriprise
Minnesota
$10.9M +$1.88M +17,778 +21%
ACS
30
Archford Capital Strategies
Illinois
$10.6M +$1.32M +12,483 +14%
5W
31
5T Wealth
California
$10.3M +$10.3M +96,793 New
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$8.83M -$563K -5,313 -6%
DWM
33
Drive Wealth Management
Utah
$8.51M +$7.43M +70,139 +686%
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.35M +$269K +2,535 +3%
PAG
35
Private Advisor Group
New Jersey
$7.14M +$1.01M +9,491 +16%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$6.44M -$1.24M -11,727 -16%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$5.58M +$684K +6,458 +14%
EH
38
Equitable Holdings
New York
$5.27M -$12.3K -116 -0.2%
LSPW
39
Lake Street Private Wealth
Illinois
$4.97M +$510K +4,814 +11%
IWC
40
Integrated Wealth Concepts
Massachusetts
$4.9M -$37.1K -350 -0.8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.83M +$119K +1,125 +3%
Bank of America
42
Bank of America
North Carolina
$4.79M +$3.57M +33,742 +295%
Goldman Sachs
43
Goldman Sachs
New York
$4.72M +$4.72M +44,519 New
WF
44
Wayfinding Financial
Washington
$4.7M +$434K +4,097 +10%
3IP
45
3Chopt Investment Partners
Virginia
$4.19M +$733K +6,920 +21%
AG
46
Ascent Group
Virginia
$4.14M -$97.8K -923 -2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3.69M +$395K +3,731 +12%
JCM
48
Jacobi Capital Management
Pennsylvania
$3.6M -$94.8K -895 -3%
ACA
49
Aptus Capital Advisors
Alabama
$2.96M +$593K +5,601 +25%
MHR
50
Matthew Hamilton Rosenberg
$2.91M +$311K +2,936 +12%