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JPMorgan BetaBuilders US Equity ETF

184 hedge funds and large institutions have $3.1B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
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
Betterment LLC
151
Betterment LLC
New York
$203K
PIA
152
Perennial Investment Advisors
California
$200K
AA
153
Ancora Advisors
Ohio
$194K
SWM
154
Spire Wealth Management
Virginia
$164K
Comerica Bank
155
Comerica Bank
Texas
$155K
TWM
156
Tripletail Wealth Management
Florida
$135K
CSP
157
Cary Street Partners
Virginia
$133K
LFA
158
LGT Financial Advisors
Texas
$122K
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$108K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$103K
RF
161
Rossby Financial
Florida
$75.7K
William Blair & Company
162
William Blair & Company
Illinois
$56.3K
WP
163
WealthShield Partners
North Carolina
$46.8K
US Bancorp
164
US Bancorp
Minnesota
$42.7K
HI
165
Harbour Investments
Wisconsin
$40.9K
UBS Group
166
UBS Group
Switzerland
$39.8K
SAM
167
Smartleaf Asset Management
Massachusetts
$34.3K
FLFS
168
Family Legacy Financial Solutions
North Carolina
$28.7K
WB
169
Webster Bank
Connecticut
$23.2K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$23K
SS
171
SBI Securities
Japan
$21.1K
SIS
172
Sound Income Strategies
Florida
$20.9K
CTWM
173
Cherry Tree Wealth Management
Minnesota
$20K
JFA
174
JNBA Financial Advisors
Minnesota
$16.4K
EWA
175
EverSource Wealth Advisors
Alabama
$15.7K