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JPMorgan BetaBuilders US Equity ETF

213 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 40 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
GC
151
Grimes & Company
Massachusetts
$273K
FA
152
Fortis Advisors
Pennsylvania
$255K
HA
153
Herold Advisors
New York
$247K
CIA
154
Concurrent Investment Advisors
Florida
$246K
JC
155
JB Capital
Connecticut
$243K
WDL
156
Well Done LLC
Michigan
$240K
WJWM
157
Williams Jones Wealth Management
New York
$230K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$230K
Wells Fargo
159
Wells Fargo
California
$229K
Betterment LLC
160
Betterment LLC
New York
$223K
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$220K
TFA
162
Transamerica Financial Advisors
Florida
$218K
TIM
163
Total Investment Management
Arizona
$218K
FFC
164
Frederick Financial Consultants
Maryland
$216K
BFP
165
Birchwood Financial Partners
Minnesota
$207K
P
166
&Partners
Tennessee
$207K
MWM
167
Mascagni Wealth Management
Mississippi
$207K
AA
168
Ancora Advisors
Ohio
$198K
AWM
169
AE Wealth Management
Kansas
$186K
IAIM
170
International Assets Investment Management
Florida
$159K
Comerica Bank
171
Comerica Bank
Texas
$158K
SWM
172
Spire Wealth Management
Virginia
$157K
William Blair & Company
173
William Blair & Company
Illinois
$141K
QCG
174
Quadrant Capital Group
Ohio
$136K
US Bancorp
175
US Bancorp
Minnesota
$133K