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JPMorgan BetaBuilders US Equity ETF

67 hedge funds and large institutions have $832M invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
25
Reduced
14
Closed
10
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 6,944,227 -181,163 -3%
LPL Financial
2
LPL Financial
California
$53.4M 725,831 +34,919 +5%
CWM
3
Cornerstone Wealth Management
Missouri
$41.9M 569,944 +569,944 New
AssetMark Inc
4
AssetMark Inc
California
$32.9M 447,333 -50,083 -10%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$31.2M 424,758 +133,304 +46%
Morgan Stanley
6
Morgan Stanley
New York
$30.6M 415,548 +45 +0%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$29M 393,850 +258,702 +191%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$22M 299,768 +69,107 +30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.8M 159,803 -1,474 -0.9%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$6.79M 92,387 -1,672 -2%
Ameriprise
11
Ameriprise
Minnesota
$6.75M 91,655 +10,008 +12%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.74M 91,627 +5,816 +7%
OPS
13
Orion Portfolio Solutions
Nebraska
$4.51M 61,311 +18,546 +43%
BCI
14
Brinker Capital Investments
Pennsylvania
$4.51M 61,311 +61,311 New
IA
15
IFG Advisory
Georgia
$4.45M 60,455 +1,910 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.01M 54,628 -10,506 -16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.7M 50,270 +9,340 +23%
Citadel Advisors
18
Citadel Advisors
Florida
$2.82M 38,357 +38,357 New
LSPW
19
Lake Street Private Wealth
Illinois
$2.15M 29,172 +2,087 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.99M 27,029 -15,284 -36%
WF
21
Wayfinding Financial
Washington
$1.75M 23,782 +23,782 New
Jane Street
22
Jane Street
New York
$1.44M 19,565 +15,345 +364%
Goldman Sachs
23
Goldman Sachs
New York
$1.36M 18,497
SFS
24
Security Financial Services
Indiana
$1.31M 17,822 +1,021 +6%
CAN
25
Cetera Advisor Networks
California
$1.28M 17,416 +6,538 +60%