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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
Holders
185
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
EWA
101
Emergent Wealth Advisors
New York
$764K
SWP
102
Semus Wealth Partners
Florida
$722K
Vanguard Group
103
Vanguard Group
Pennsylvania
$699K
GIA
104
Gladstone Institutional Advisory
Florida
$695K
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$694K
NA
106
NewEdge Advisors
Louisiana
$672K
OL
107
Owen LaRue
Kentucky
$629K
NJIM
108
Nabity-Jensen Investment Management
Nebraska
$619K
GAG
109
Goodman Advisory Group
Massachusetts
$612K
AWA
110
Arkadios Wealth Advisors
Georgia
$591K
PGF
111
Plan Group Financial
Oklahoma
$586K
YIH
112
Y-Intercept (HK)
Hong Kong
$584K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$583K
ACM
114
Advisors Capital Management
New Jersey
$581K
MA
115
Mutual Advisors
Nebraska
$574K
ATC
116
Adirondack Trust Company
New York
$557K
GF
117
GGM Financials
Ohio
$521K
KFS
118
Kelly Financial Services
Massachusetts
$498K
WIA
119
World Investment Advisors
California
$463K
CIAS
120
Capital Investment Advisory Services
North Carolina
$455K
SFC
121
Strategic Financial Concepts
Texas
$450K
PW
122
Paladin Wealth
Minnesota
$447K
CAG
123
Csenge Advisory Group
Florida
$430K
SVWG
124
Shared Vision Wealth Group
United States
$400K
BCM
125
Brookstone Capital Management
Illinois
$394K