BBUS icon

JPMorgan BetaBuilders US Equity ETF

173 hedge funds and large institutions have $2.82B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.4M
BCI
27
Brinker Capital Investments
Pennsylvania
$13.3M
Bank of America
28
Bank of America
North Carolina
$12M
BCG
29
Bravias Capital Group
New Jersey
$12M
FFA
30
Florida Financial Advisors
Florida
$11.7M
CW
31
CreativeOne Wealth
Kansas
$11.5M
5W
32
5T Wealth
California
$11.3M
IWC
33
Integrated Wealth Concepts
Massachusetts
$11.2M
BOC
34
Blue Oak Capital
California
$11.1M
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.73M
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$8.54M
AA
37
Alpha Advisors
Virginia
$8.43M
GVAG
38
Great Valley Advisor Group
Delaware
$8.34M
Ameriprise
39
Ameriprise
Minnesota
$8.21M
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7.84M
MHR
41
Matthew Hamilton Rosenberg
$7.2M
ACS
42
Archford Capital Strategies
Illinois
$7.02M
PAG
43
Private Advisor Group
New Jersey
$6.32M
ACA
44
Aptus Capital Advisors
Alabama
$6.19M
WF
45
Wayfinding Financial
Washington
$5.21M
AG
46
Ascent Group
Virginia
$5.06M
Raymond James Financial
47
Raymond James Financial
Florida
$5.06M
LSPW
48
Lake Street Private Wealth
Illinois
$4.95M
VA
49
VestGen Advisors
Illinois
$4.75M
3IP
50
3Chopt Investment Partners
Virginia
$4.73M