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JPMorgan BetaBuilders US Equity ETF

34 hedge funds and large institutions have $652M invested in JPMorgan BetaBuilders US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
13
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$511M 5,915,320 +512,639 +9%
AssetMark Inc
2
AssetMark Inc
California
$35.4M 409,201 +125,695 +44%
Morgan Stanley
3
Morgan Stanley
New York
$28.5M 329,542 +83,096 +34%
5L
4
55I LLC
Massachusetts
$23M 266,388 +231,006 +653%
BWM
5
BCGM Wealth Management
Indiana
$16.8M 194,885 +2,796 +1%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$12.3M 141,817 +8,955 +7%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$6.97M 80,624 +57,324 +246%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.7M 65,799 +17,170 +35%
SWM
9
SFG Wealth Management
Maryland
$2.92M 33,743 +33,743 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.8M 20,824 -743 -3%
SFS
11
Security Financial Services
Indiana
$1.71M 19,810 +19,810 New
AG
12
Ascent Group
Virginia
$1.12M 14,126 +14,126 New
LPL Financial
13
LPL Financial
California
$915K 10,589 +1,271 +14%
TCA
14
Transcend Capital Advisors
New Jersey
$630K 7,292 +132 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$463K 5,372 -2,202 -29%
FTUS
16
Flow Traders U.S.
New York
$345K 3,994 -38,954 -91%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$297K 3,437 +3,437 New
HA
18
Herold Advisors
New York
$296K 3,435
CBFP
19
Cedar Brook Financial Partners
Ohio
$287K 3,319 +3,319 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$247K 2,854 +2,854 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$241K 2,789 +200 +8%
WG
22
Welch Group
Alabama
$239K 2,765 +2,765 New
Bank of America
23
Bank of America
North Carolina
$225K 2,607
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$224K 2,596 +2,596 New
AIC
25
Archer Investment Corporation
Indiana
$156K 1,800