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JPMorgan BetaBuilders US Equity ETF

221 hedge funds and large institutions have $3.65B invested in JPMorgan BetaBuilders US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$1.21M
FNWM
102
Financial Network Wealth Management
Utah
$1.18M
KWA
103
Kingswood Wealth Advisors
California
$1.15M
PTC
104
Private Trust Company
Ohio
$1.14M
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$1.05M
TWM
106
Tripletail Wealth Management
Florida
$1.02M
DWP
107
Daymark Wealth Partners
Ohio
$974K
WTC
108
WhitTier Trust Company
Nevada
$971K
RFS
109
Richardson Financial Services
Massachusetts
$933K
ATC
110
Adirondack Trust Company
New York
$903K
GAG
111
Goodman Advisory Group
Massachusetts
$868K
BWM
112
BAM Wealth Management
Colorado
$834K
KAS
113
Kestra Advisory Services
Texas
$827K
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$824K
PGF
115
Plan Group Financial
Oklahoma
$802K
KFAS
116
Keating Financial Advisory Services
Kansas
$760K
VAI
117
Vanguard Advisers Inc
Pennsylvania
$750K
WIA
118
World Investment Advisors
California
$731K
ACA
119
Ascension Capital Advisors
Texas
$723K
Stifel Financial
120
Stifel Financial
Missouri
$718K
KPWG
121
KFA Private Wealth Group
Virginia
$697K
SWP
122
Semus Wealth Partners
Florida
$656K
IFG
123
Independent Financial Group
California
$653K
SP
124
Sequent Planning
Nebraska
$642K
WIM
125
WealthPlan Investment Management
Nebraska
$638K