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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 %
ZIM
101
Zacks Investment Management
Illinois
$311K -$5.93K -56 -2%
MWM
102
Mascagni Wealth Management
Mississippi
$306K +$306K +3,031 New
KAS
103
Kestra Advisory Services
Texas
$279K +$46.6K +440 +20%
SVWG
104
Shared Vision Wealth Group
United States
$274K -$8.9K -84 -3%
AIC
105
Archer Investment Corporation
Indiana
$257K +$1.38K +13 +0.5%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$244K +$106 +1 +0%
FA
107
Flagstar Advisors
New York
$242K +$1.7K +16 +0.7%
WG
108
Welch Group
Alabama
$237K
GC
109
Grimes & Company
Massachusetts
$232K +$232K +2,188 New
Mariner
110
Mariner
Kansas
$223K +$223K +2,103 New
HA
111
Herold Advisors
New York
$212K
MC
112
Moors & Cabot
Massachusetts
$210K
GSWM
113
Golden State Wealth Management
California
$186K +$186K +1,759 New
AA
114
Ancora Advisors
Ohio
$170K +$170K +1,609 New
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$166K +$58.2K +549 +54%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$156K +$102K +962 +187%
Comerica Bank
117
Comerica Bank
Texas
$134K
RI
118
Ridgewood Investments
New Jersey
$122K
CSP
119
Cary Street Partners
Virginia
$107K +$107K +1,013 New
LFA
120
LGT Financial Advisors
Texas
$89.5K +$17.1K +161 +24%
AF
121
Allworth Financial
California
$74.6K -$220 -2 -0.3%
UBS Group
122
UBS Group
Switzerland
$56.6K -$59.6K -563 -51%
ATC
123
Adirondack Trust Company
New York
$54.6K +$54.6K +516 New
IWP
124
IAG Wealth Partners
Wisconsin
$48.6K +$530 +5 +1%
WP
125
WealthShield Partners
North Carolina
$41.1K