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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
Bank of America
76
Bank of America
North Carolina
$2.5M -$198K -1,617 -7%
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$2.42M +$29.9K +244 +1%
GM
78
GeoWealth Management
Illinois
$2.41M +$173K +1,410 +7%
VA
79
VestGen Advisors
Illinois
$2.38M +$414K +3,379 +23%
IWP
80
IAG Wealth Partners
Wisconsin
$2.34M +$87.8K +716 +4%
HBFP
81
Henderson Brothers Financial Partners
Pennsylvania
$2.33M +$2.44M +19,908 New
SPI
82
Sutton Place Investors
New York
$2.33M -$4.29K -35 -0.2%
EWA
83
Emergent Wealth Advisors
New York
$2.32M +$1.69M +13,776 +230%
SWM
84
Silverlake Wealth Management
Vermont
$2.31M +$597K +4,865 +33%
MFS
85
Mattson Financial Services
Michigan
$1.86M +$295K +2,406 +18%
TPWA
86
Twin Peaks Wealth Advisors
California
$1.85M +$245 +2 +0%
IP
87
Ignite Planners
California
$1.83M -$14.3K -117 -0.7%
KWS
88
Keystone Wealth Services
California
$1.82M +$1.91M +15,554 New
AWA
89
Arkadios Wealth Advisors
Georgia
$1.76M +$1.32M +10,776 +255%
SIC
90
Salem Investment Counselors
North Carolina
$1.65M +$544K +4,434 +46%
DWM
91
Diversify Wealth Management
Utah
$1.58M -$416K -3,394 -22%
NFG
92
Nations Financial Group
Iowa
$1.54M -$59K -481 -4%
IWM
93
IHT Wealth Management
Illinois
$1.51M +$1.3M +10,619 +469%
ACS
94
Archford Capital Strategies
Illinois
$1.48M -$676K -5,510 -30%
ASN
95
Advisory Services Network
Georgia
$1.42M +$105K +857 +8%
HighTower Advisors
96
HighTower Advisors
Illinois
$1.36M +$189K +1,545 +15%
AWMI
97
Aegis Wealth Management (Iowa)
Iowa
$1.32M +$188K +1,535 +16%
HPM
98
Hoxton Planning & Management
West Virginia
$1.32M +$411K +3,354 +42%
JWCA
99
J.W. Cole Advisors
Florida
$1.26M -$7.48K -61 -0.6%
GWM
100
Geneos Wealth Management
Colorado
$1.23M -$89.9K -733 -7%