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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
FA
151
Fortis Advisors
Pennsylvania
$255K
HA
152
Herold Advisors
New York
$247K
CIA
153
Concurrent Investment Advisors
Florida
$246K
JC
154
JB Capital
Connecticut
$243K
WDL
155
Well Done LLC
Michigan
$240K
WJWM
156
Williams Jones Wealth Management
New York
$230K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$230K
Wells Fargo
158
Wells Fargo
California
$229K
Betterment LLC
159
Betterment LLC
New York
$223K
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$220K
TFA
161
Transamerica Financial Advisors
Florida
$218K
TIM
162
Total Investment Management
Arizona
$218K
FFC
163
Frederick Financial Consultants
Maryland
$216K
BFP
164
Birchwood Financial Partners
Minnesota
$207K
P
165
&Partners
Tennessee
$207K
MWM
166
Mascagni Wealth Management
Mississippi
$207K
AA
167
Ancora Advisors
Ohio
$198K
AWM
168
AE Wealth Management
Kansas
$186K
IAIM
169
International Assets Investment Management
Florida
$159K
Comerica Bank
170
Comerica Bank
Texas
$158K
SWM
171
Spire Wealth Management
Virginia
$157K
William Blair & Company
172
William Blair & Company
Illinois
$141K
QCG
173
Quadrant Capital Group
Ohio
$136K
US Bancorp
174
US Bancorp
Minnesota
$133K
CSP
175
Cary Street Partners
Virginia
$125K