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JPMorgan BetaBuilders US Equity ETF

152 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+19
Holders Change %
+14.29%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
34
Increased
71
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$890K -$53.9K -509 -6%
FNWM
77
Financial Network Wealth Management
Utah
$869K +$4.55K +43 +0.5%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$868K +$36.7K +346 +4%
PTC
79
Private Trust Company
Ohio
$826K -$30.1K -284 -4%
Creative Planning
80
Creative Planning
Kansas
$815K +$815K +7,698 New
Betterment LLC
81
Betterment LLC
New York
$815K -$266K -2,514 -25%
GLA
82
Good Life Advisors
Pennsylvania
$771K +$36.8K +347 +5%
GF
83
GGM Financials
Ohio
$767K -$147K -1,388 -16%
Vanguard Group
84
Vanguard Group
Pennsylvania
$667K +$68.5K +647 +11%
GIA
85
Gladstone Institutional Advisory
Florida
$660K +$78.8K +744 +14%
SWP
86
Semus Wealth Partners
Florida
$636K +$2.54K +24 +0.4%
WTC
87
WhitTier Trust Company
Nevada
$632K
NJIM
88
Nabity-Jensen Investment Management
Nebraska
$620K
AWS
89
Atria Wealth Solutions
New York
$620K +$257K +2,430 +71%
GWM
90
Geneos Wealth Management
Colorado
$593K +$46K +434 +8%
RFS
91
Richardson Financial Services
Massachusetts
$486K +$109K +1,027 +29%
IAA
92
Independent Advisor Alliance
North Carolina
$472K +$472K +4,460 New
MA
93
Mutual Advisors
Nebraska
$433K
GRP
94
Global Retirement Partners
California
$390K +$4.98K +47 +1%
FA
95
Fortis Advisors
Pennsylvania
$371K +$2.86K +27 +0.8%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$361K +$80.3K +758 +29%
WIA
97
World Investment Advisors
California
$359K +$62K +585 +21%
KFS
98
Kelly Financial Services
Massachusetts
$354K +$354K +3,339 New
JC
99
JB Capital
Connecticut
$334K +$1.27K +12 +0.4%
Northern Trust
100
Northern Trust
Illinois
$320K