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JPMorgan BetaBuilders US Equity ETF

211 hedge funds and large institutions have $3.85B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
Principal Financial Group
101
Principal Financial Group
Iowa
$1M
RFS
102
Richardson Financial Services
Massachusetts
$992K
HPM
103
Hoxton Planning & Management
West Virginia
$978K
WTC
104
WhitTier Trust Company
Nevada
$972K
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$904K
BWM
106
BAM Wealth Management
Colorado
$901K
PGF
107
Plan Group Financial
Oklahoma
$831K
KFAS
108
Keating Financial Advisory Services
Kansas
$800K
ATC
109
Adirondack Trust Company
New York
$792K
Vanguard Group
110
Vanguard Group
Pennsylvania
$790K
EWA
111
Emergent Wealth Advisors
New York
$740K
SHWA
112
Safe Harbor Wealth Advisors
Ohio
$719K
Stifel Financial
113
Stifel Financial
Missouri
$706K
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$677K
WIM
115
WealthPlan Investment Management
Nebraska
$671K
SWP
116
Semus Wealth Partners
Florida
$669K
NJIM
117
Nabity-Jensen Investment Management
Nebraska
$633K
ACM
118
Advisors Capital Management
New Jersey
$594K
OL
119
Owen LaRue
Kentucky
$582K
MA
120
Mutual Advisors
Nebraska
$581K
GAG
121
Goodman Advisory Group
Massachusetts
$576K
OIA
122
OneDigital Investment Advisors
Kansas
$533K
CAG
123
Csenge Advisory Group
Florida
$531K
SP
124
Sequent Planning
Nebraska
$521K
AWA
125
Arkadios Wealth Advisors
Georgia
$521K