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JPMorgan BetaBuilders US Equity ETF

220 hedge funds and large institutions have $3.65B invested in JPMorgan BetaBuilders US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 46

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

2% more funds holding

Funds holding: 216220 (+4)

4.15% less ownership

Funds ownership: 57.27%53.12% (-4.2%)

5% less capital invested

Capital invested by funds: $3.86B → $3.65B (-$202M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.71%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
31
Increased
108
Reduced
46
Closed
20
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
$19.2M +$1.95M +15,919 +11%
Ameriprise
27
Ameriprise
Minnesota
$17.4M +$2.94M +23,934 +20%
GI
28
Gradient Investments
Minnesota
$17.3M +$6.27M +51,102 +53%
5W
29
5T Wealth
California
$15.2M -$162K -1,324 -1%
BCG
30
Bravias Capital Group
New Jersey
$13.3M +$128K +1,041 +0.9%
GVAG
31
Great Valley Advisor Group
Delaware
$13.2M +$2.49M +20,263 +22%
CW
32
CreativeOne Wealth
Kansas
$12.6M +$490K +3,992 +4%
FFA
33
Florida Financial Advisors
Florida
$12M +$614K +5,009 +5%
PAG
34
Private Advisor Group
New Jersey
$11.9M +$2.43M +19,776 +24%
AG
35
Ascent Group
Virginia
$11.2M +$381K +3,110 +3%
ACA
36
Aptus Capital Advisors
Alabama
$10.3M +$2.44M +19,881 +29%
GSWM
37
Golden State Wealth Management
California
$10M -$111K -902 -1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$9.52M +$1.43M +11,662 +17%
AA
39
Alpha Advisors
Virginia
$9.42M +$425K +3,467 +5%
PJSIMP
40
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.23M +$589K +4,801 +6%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$8.75M +$14.1K +115 +0.2%
MHR
42
Matthew Hamilton Rosenberg
$7.74M +$347K +2,831 +4%
UW
43
Unique Wealth
Florida
$7.67M +$8.03M +65,473 New
EWM
44
Elevation Wealth Management
Minnesota
$7.61M +$136K +1,105 +2%
SFP
45
Strategic Financial Planning
Texas
$7.53M +$19.8M +161,077 New
WF
46
Wayfinding Financial
Washington
$6.34M +$374K +3,052 +6%
LSPW
47
Lake Street Private Wealth
Illinois
$6.31M +$252K +2,058 +4%
NA
48
NewEdge Advisors
Louisiana
$6.19M -$187K -1,526 -3%
3IP
49
3Chopt Investment Partners
Virginia
$5.78M +$114K +926 +2%
EH
50
Equitable Holdings
New York
$5.24M +$293K +2,389 +6%