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JPMorgan BetaBuilders US Equity ETF

185 hedge funds and large institutions have $3.11B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

65% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $2.82B → $3.11B (+$283M)

7% more funds holding

Funds holding: 173185 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.41% less ownership

Funds ownership: 56.33%55.91% (-0.41%)

Holders
185
Holders Change
+12
Holders Change %
+6.94%
% of All Funds
2.43%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
28
Increased
84
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Emergent Wealth Advisors
New York
$764K +$9.06K +78 +1%
SWP
102
Semus Wealth Partners
Florida
$722K +$26K +224 +4%
Vanguard Group
103
Vanguard Group
Pennsylvania
$699K -$19.6K -169 -3%
GIA
104
Gladstone Institutional Advisory
Florida
$695K +$813 +7 +0.1%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$694K -$74.7K -643 -10%
NA
106
NewEdge Advisors
Louisiana
$672K +$596K +5,128 +1,165%
OL
107
Owen LaRue
Kentucky
$629K +$38.9K +335 +7%
NJIM
108
Nabity-Jensen Investment Management
Nebraska
$619K -$84.2K -725 -12%
GAG
109
Goodman Advisory Group
Massachusetts
$612K +$589K +5,072 New
AWA
110
Arkadios Wealth Advisors
Georgia
$591K +$569K +4,899 New
PGF
111
Plan Group Financial
Oklahoma
$586K +$564K +4,857 New
YIH
112
Y-Intercept (HK)
Hong Kong
$584K +$563K +4,844 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$583K -$3.02K -26 -0.5%
ACM
114
Advisors Capital Management
New Jersey
$581K +$560K +4,819 New
MA
115
Mutual Advisors
Nebraska
$574K
ATC
116
Adirondack Trust Company
New York
$557K +$195K +1,680 +57%
GF
117
GGM Financials
Ohio
$521K -$4.64K -40 -0.9%
KFS
118
Kelly Financial Services
Massachusetts
$498K -$14.5K -125 -3%
WIA
119
World Investment Advisors
California
$463K +$17.2K +148 +4%
CIAS
120
Capital Investment Advisory Services
North Carolina
$455K +$155K +1,338 +55%
SFC
121
Strategic Financial Concepts
Texas
$450K -$57.5K -495 -12%
PW
122
Paladin Wealth
Minnesota
$447K -$1.43M -12,353 -77%
CAG
123
Csenge Advisory Group
Florida
$430K +$414K +3,563 New
SVWG
124
Shared Vision Wealth Group
United States
$400K -$22.8K -196 -6%
BCM
125
Brookstone Capital Management
Illinois
$394K +$379K +3,265 New