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JPMorgan BetaBuilders US Equity ETF

171 hedge funds and large institutions have $2.83B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
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
GVAG
37
Great Valley Advisor Group
Delaware
$8.34M
Ameriprise
38
Ameriprise
Minnesota
$8.21M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$7.84M
MHR
40
Matthew Hamilton Rosenberg
$7.2M
ACS
41
Archford Capital Strategies
Illinois
$7.02M
PAG
42
Private Advisor Group
New Jersey
$6.32M
ACA
43
Aptus Capital Advisors
Alabama
$6.19M
WF
44
Wayfinding Financial
Washington
$5.21M
AG
45
Ascent Group
Virginia
$5.06M
Raymond James Financial
46
Raymond James Financial
Florida
$5.06M
LSPW
47
Lake Street Private Wealth
Illinois
$4.95M
VA
48
VestGen Advisors
Illinois
$4.75M
3IP
49
3Chopt Investment Partners
Virginia
$4.73M
Goldman Sachs
50
Goldman Sachs
New York
$4.31M