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JPMorgan BetaBuilders US Equity ETF

213 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
Renaissance Technologies
101
Renaissance Technologies
New York
$1.01M
Principal Financial Group
102
Principal Financial Group
Iowa
$1M
RFS
103
Richardson Financial Services
Massachusetts
$992K
HPM
104
Hoxton Planning & Management
West Virginia
$978K
WTC
105
WhitTier Trust Company
Nevada
$972K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$904K
BWM
107
BAM Wealth Management
Colorado
$901K
PGF
108
Plan Group Financial
Oklahoma
$831K
KFAS
109
Keating Financial Advisory Services
Kansas
$800K
ATC
110
Adirondack Trust Company
New York
$792K
Vanguard Group
111
Vanguard Group
Pennsylvania
$790K
EWA
112
Emergent Wealth Advisors
New York
$740K
WIA
113
World Investment Advisors
California
$728K
SHWA
114
Safe Harbor Wealth Advisors
Ohio
$719K
Stifel Financial
115
Stifel Financial
Missouri
$706K
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$677K
WIM
117
WealthPlan Investment Management
Nebraska
$671K
SWP
118
Semus Wealth Partners
Florida
$669K
NJIM
119
Nabity-Jensen Investment Management
Nebraska
$633K
ACM
120
Advisors Capital Management
New Jersey
$594K
OL
121
Owen LaRue
Kentucky
$582K
MA
122
Mutual Advisors
Nebraska
$581K
GAG
123
Goodman Advisory Group
Massachusetts
$576K
OIA
124
OneDigital Investment Advisors
Kansas
$533K
CAG
125
Csenge Advisory Group
Florida
$531K