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JPMorgan BetaBuilders US Equity ETF

211 hedge funds and large institutions have $3.85B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
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
SFC
76
Strategic Financial Concepts
Texas
$2.3M
GWP
77
Gateway Wealth Partners
Wisconsin
$2.28M
ACS
78
Archford Capital Strategies
Illinois
$2.24M
TPWA
79
Twin Peaks Wealth Advisors
California
$1.97M
DWM
80
Diversify Wealth Management
Utah
$1.97M
IP
81
Ignite Planners
California
$1.96M
Citadel Advisors
82
Citadel Advisors
Florida
$1.91M
SWM
83
Silverlake Wealth Management
Vermont
$1.83M
VA
84
VestGen Advisors
Illinois
$1.79M
NFG
85
Nations Financial Group
Iowa
$1.68M
MFS
86
Mattson Financial Services
Michigan
$1.66M
GRP
87
Global Retirement Partners
California
$1.42M
ASN
88
Advisory Services Network
Georgia
$1.39M
GWM
89
Geneos Wealth Management
Colorado
$1.39M
JWCA
90
J.W. Cole Advisors
Florida
$1.33M
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.31M
KWA
92
Kingswood Wealth Advisors
California
$1.3M
HighTower Advisors
93
HighTower Advisors
Illinois
$1.24M
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.24M
FNWM
95
Financial Network Wealth Management
Utah
$1.21M
AWMI
96
Aegis Wealth Management (Iowa)
Iowa
$1.2M
TA
97
TFB Advisors
Kansas
$1.2M
SIC
98
Salem Investment Counselors
North Carolina
$1.19M
PTC
99
Private Trust Company
Ohio
$1.17M
Renaissance Technologies
100
Renaissance Technologies
New York
$1.01M