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JPMorgan BetaBuilders US Equity ETF

216 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

24% more capital invested

Capital invested by funds: $3.11B → $3.86B (+$750M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 185216 (+31)

1.36% more ownership

Funds ownership: 55.91%57.27% (+1.4%)

Holders
216
Holders Change
+31
Holders Change %
+16.76%
% of All Funds
2.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
43
Increased
95
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$6.59M +$226K +1,847 +4%
LSPW
52
Lake Street Private Wealth
Illinois
$6.39M +$623K +5,093 +11%
WF
53
Wayfinding Financial
Washington
$6.29M +$158K +1,294 +3%
3IP
54
3Chopt Investment Partners
Virginia
$5.96M +$254K +2,075 +4%
MOS
55
MGO One Seven
Ohio
$5.83M +$766K +6,258 +15%
BCA
56
Bay Colony Advisors
Massachusetts
$5.44M -$755K -6,172 -12%
EH
57
Equitable Holdings
New York
$4.94M +$102K +835 +2%
IA
58
IFP Advisors
Florida
$4.36M +$421K +3,444 +11%
OP
59
ORG Partners
Indiana
$4.2M +$1.17M +9,544 +39%
MMA
60
Miracle Mile Advisors
California
$4.15M -$117K -958 -3%
TWP
61
Triad Wealth Partners
Kansas
$3.89M +$2.46M +20,125 +177%
FWM
62
Fingerlakes Wealth Management
New York
$3.64M +$175K +1,427 +5%
LFG
63
Lockerman Financial Group
California
$3.59M +$48.8K +399 +1%
CCFM
64
Clear Creek Financial Management
Washington
$3.3M +$957K +7,823 +41%
LEA
65
Legacy Edge Advisors
New York
$3.18M +$3.16M +25,820 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$3.15M +$3.13M +25,578 New
FWP
67
Firethorn Wealth Partners
Georgia
$3.13M -$11.4K -93 -0.4%
AF
68
Advisornet Financial
Minnesota
$2.93M +$35.2K +288 +1%
FFA
69
Farther Finance Advisors
California
$2.93M +$343K +2,803 +13%
MW
70
Merited Wealth
Florida
$2.86M +$2.84M +23,193 New
Bank of America
71
Bank of America
North Carolina
$2.83M -$13.3K -109 -0.5%
JCM
72
Jacobi Capital Management
Pennsylvania
$2.63M -$53K -433 -2%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$2.52M +$206K +1,687 +9%
SPI
74
Sutton Place Investors
New York
$2.46M +$16.9K +138 +0.7%
IWP
75
IAG Wealth Partners
Wisconsin
$2.37M -$261K -2,132 -10%