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JPMorgan BetaBuilders US Equity ETF

184 hedge funds and large institutions have $3.1B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
SWP
101
Semus Wealth Partners
Florida
$722K
Vanguard Group
102
Vanguard Group
Pennsylvania
$699K
GIA
103
Gladstone Institutional Advisory
Florida
$695K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$694K
NA
105
NewEdge Advisors
Louisiana
$672K
OL
106
Owen LaRue
Kentucky
$629K
NJIM
107
Nabity-Jensen Investment Management
Nebraska
$619K
GAG
108
Goodman Advisory Group
Massachusetts
$612K
AWA
109
Arkadios Wealth Advisors
Georgia
$591K
PGF
110
Plan Group Financial
Oklahoma
$586K
YIH
111
Y-Intercept (HK)
Hong Kong
$584K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$583K
ACM
113
Advisors Capital Management
New Jersey
$581K
MA
114
Mutual Advisors
Nebraska
$574K
ATC
115
Adirondack Trust Company
New York
$557K
GF
116
GGM Financials
Ohio
$521K
KFS
117
Kelly Financial Services
Massachusetts
$498K
WIA
118
World Investment Advisors
California
$463K
CIAS
119
Capital Investment Advisory Services
North Carolina
$455K
SFC
120
Strategic Financial Concepts
Texas
$450K
PW
121
Paladin Wealth
Minnesota
$447K
CAG
122
Csenge Advisory Group
Florida
$430K
SVWG
123
Shared Vision Wealth Group
United States
$400K
BCM
124
Brookstone Capital Management
Illinois
$394K
Bank of New York Mellon
125
Bank of New York Mellon
New York
$332K