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JPMorgan BetaBuilders US Equity ETF

221 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 32 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
$19.2M
Ameriprise
27
Ameriprise
Minnesota
$17.4M
GI
28
Gradient Investments
Minnesota
$17.3M
5W
29
5T Wealth
California
$15.2M
BCG
30
Bravias Capital Group
New Jersey
$13.3M
GVAG
31
Great Valley Advisor Group
Delaware
$13.2M
CW
32
CreativeOne Wealth
Kansas
$12.6M
FFA
33
Florida Financial Advisors
Florida
$12M
PAG
34
Private Advisor Group
New Jersey
$11.9M
AG
35
Ascent Group
Virginia
$11.2M
ACA
36
Aptus Capital Advisors
Alabama
$10.3M
GSWM
37
Golden State Wealth Management
California
$10M
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$9.52M
AA
39
Alpha Advisors
Virginia
$9.42M
PJSIMP
40
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.23M
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$8.75M
MHR
42
Matthew Hamilton Rosenberg
$7.74M
UW
43
Unique Wealth
Florida
$7.67M
EWM
44
Elevation Wealth Management
Minnesota
$7.61M
SFP
45
Strategic Financial Planning
Texas
$7.53M
WF
46
Wayfinding Financial
Washington
$6.34M
LSPW
47
Lake Street Private Wealth
Illinois
$6.31M
3IP
48
3Chopt Investment Partners
Virginia
$5.78M
EH
49
Equitable Holdings
New York
$5.24M
GWP
50
Gateway Wealth Partners
Wisconsin
$5.22M