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JPMorgan BetaBuilders US Equity ETF

164 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
CW
26
CreativeOne Wealth
Kansas
$11.4M
DWM
27
Drive Wealth Management
Utah
$11.4M
FFA
28
Florida Financial Advisors
Florida
$10.7M
BCG
29
Bravias Capital Group
New Jersey
$10.5M
Ameriprise
30
Ameriprise
Minnesota
$10.4M
5W
31
5T Wealth
California
$9.08M
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$8.74M
ACS
33
Archford Capital Strategies
Illinois
$8.66M
IWC
34
Integrated Wealth Concepts
Massachusetts
$8.32M
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.93M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.89M
PAG
37
Private Advisor Group
New Jersey
$6.4M
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$5.21M
TWG
39
The Wealth Group
Minnesota
$4.95M
3IP
40
3Chopt Investment Partners
Virginia
$4.93M
LSPW
41
Lake Street Private Wealth
Illinois
$4.81M
TC
42
TownSquare Capital
Utah
$4.8M
WF
43
Wayfinding Financial
Washington
$4.72M
Bank of America
44
Bank of America
North Carolina
$4.38M
EH
45
Equitable Holdings
New York
$4.31M
ACA
46
Aptus Capital Advisors
Alabama
$4.25M
AG
47
Ascent Group
Virginia
$4.23M
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.91M
FFA
49
Farther Finance Advisors
California
$3.31M
BFA
50
Brown Financial Advisors
Ohio
$3.19M