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JPMorgan BetaBuilders US Equity ETF

152 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+19
Holders Change %
+14.29%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
34
Increased
71
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
126
Principia Wealth Advisory
Texas
$40.6K +$40.6K +383 New
AG
127
AmeriFlex Group
Nevada
$36.3K +$36.3K +333 New
HI
128
Harbour Investments
Wisconsin
$35.8K
Jones Financial Companies
129
Jones Financial Companies
Missouri
$35.5K +$35.5K +335 New
Wells Fargo
130
Wells Fargo
California
$25.8K -$30.8K -291 -54%
SWM
131
Spire Wealth Management
Virginia
$22.8K -$318 -3 -1%
CTWM
132
Cherry Tree Wealth Management
Minnesota
$22K
WB
133
Webster Bank
Connecticut
$20.3K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$20.2K +$18.6K +174 +1,160%
DWM
135
Darwin Wealth Management
Florida
$18.6K +$18.6K +176 New
FCAS
136
First Command Advisory Services
Texas
$18.4K
SIS
137
Sound Income Strategies
Florida
$18.2K
TRCT
138
Tower Research Capital (TRC)
New York
$16.5K +$16.5K +156 New
JFA
139
JNBA Financial Advisors
Minnesota
$14.4K
EWA
140
EverSource Wealth Advisors
Alabama
$13.6K +$106 +1 +0.8%
WCM
141
WealthTrak Capital Management
Virginia
$12.2K +$12.2K +115 New
RAM
142
Riggs Asset Management
Pennsylvania
$11.8K
SIM
143
Synergy Investment Management
Florida
$11.5K +$11.5K +109 New
CA
144
CoreCap Advisors
Michigan
$9.22K +$9.22K +87 New
NA
145
NewEdge Advisors
Louisiana
$8.26K
William Blair & Company
146
William Blair & Company
Illinois
$6.36K
WWP
147
WR Wealth Planners
Missouri
$5.93K
BOJHT
148
Bank of Jackson Hole Trust
Wyoming
$3.5K +$3.5K +33 New
RIL
149
Rothschild Investment LLC
Illinois
$2.33K +$2.33K +22 New
SIC
150
Salem Investment Counselors
North Carolina
$1.48K