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JPMorgan BetaBuilders US Equity ETF

171 hedge funds and large institutions have $2.83B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
$645K
GIA
102
Gladstone Institutional Advisory
Florida
$644K
OL
103
Owen LaRue
Kentucky
$546K
MA
104
Mutual Advisors
Nebraska
$544K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$544K
GF
106
GGM Financials
Ohio
$488K
KFS
107
Kelly Financial Services
Massachusetts
$476K
SFC
108
Strategic Financial Concepts
Texas
$473K
WIA
109
World Investment Advisors
California
$413K
SVWG
110
Shared Vision Wealth Group
United States
$401K
AWS
111
Atria Wealth Solutions
New York
$398K
ATC
112
Adirondack Trust Company
New York
$328K
FA
113
Flagstar Advisors
New York
$328K
BPA
114
Beacon Pointe Advisors
California
$301K
AIC
115
Archer Investment Corporation
Indiana
$301K
SFA
116
Sequoia Financial Advisors
Ohio
$282K
CIAS
117
Capital Investment Advisory Services
North Carolina
$272K
GSWM
118
Golden State Wealth Management
California
$260K
Bank of New York Mellon
119
Bank of New York Mellon
New York
$258K
WG
120
Welch Group
Alabama
$249K
Mariner
121
Mariner
Kansas
$248K
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$248K
KPWG
123
KFA Private Wealth Group
Virginia
$248K
GC
124
Grimes & Company
Massachusetts
$246K
KAS
125
Kestra Advisory Services
Texas
$244K