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JPMorgan BetaBuilders US Equity ETF

216 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

24% more capital invested

Capital invested by funds: $3.11B → $3.86B (+$750M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 185216 (+31)

1.36% more ownership

Funds ownership: 55.91%57.27% (+1.4%)

Holders
216
Holders Change
+31
Holders Change %
+16.76%
% of All Funds
2.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
43
Increased
95
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$274K +$367 +3 +0.1%
GC
152
Grimes & Company
Massachusetts
$273K +$857 +7 +0.3%
FA
153
Fortis Advisors
Pennsylvania
$255K +$734 +6 +0.3%
HA
154
Herold Advisors
New York
$247K
CIA
155
Concurrent Investment Advisors
Florida
$246K +$244K +1,994 New
JC
156
JB Capital
Connecticut
$243K +$734 +6 +0.3%
WDL
157
Well Done LLC
Michigan
$240K
WJWM
158
Williams Jones Wealth Management
New York
$230K +$229K +1,868 New
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$230K
Wells Fargo
160
Wells Fargo
California
$229K -$14.1K -115 -6%
Betterment LLC
161
Betterment LLC
New York
$223K +$14.7K +120 +7%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$220K
TFA
163
Transamerica Financial Advisors
Florida
$218K -$2.81K -23 -1%
TIM
164
Total Investment Management
Arizona
$218K
FFC
165
Frederick Financial Consultants
Maryland
$216K
BFP
166
Birchwood Financial Partners
Minnesota
$207K +$206K +1,683 New
P
167
&Partners
Tennessee
$207K +$206K +1,682 New
MWM
168
Mascagni Wealth Management
Mississippi
$207K -$13.1K -107 -6%
AA
169
Ancora Advisors
Ohio
$198K
AWM
170
AE Wealth Management
Kansas
$186K +$172K +1,409 +1,438%
IAIM
171
International Assets Investment Management
Florida
$159K +$157K +1,286 New
Comerica Bank
172
Comerica Bank
Texas
$158K
SWM
173
Spire Wealth Management
Virginia
$157K -$9.91K -81 -6%
William Blair & Company
174
William Blair & Company
Illinois
$141K +$82.4K +673 +144%
QCG
175
Quadrant Capital Group
Ohio
$136K +$134K +1,099 New