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JPMorgan BetaBuilders US Equity ETF

71 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$667M 8,363,433 +1,419,206 +20%
LPL Financial
2
LPL Financial
California
$61.8M 774,699 +48,868 +7%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$47.8M 600,150 +175,392 +41%
Morgan Stanley
4
Morgan Stanley
New York
$46.3M 580,805 +165,257 +40%
CWM
5
Cornerstone Wealth Management
Missouri
$46M 577,294 +7,350 +1%
AssetMark Inc
6
AssetMark Inc
California
$33.9M 424,992 -22,341 -5%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$29.6M 371,308 +71,540 +24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13M 163,217 +3,414 +2%
CW
9
CreativeOne Wealth
Kansas
$7.52M 94,299 +94,299 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$7.5M 94,080 +2,453 +3%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.61M 82,957 +21,646 +35%
OPS
12
Orion Portfolio Solutions
Nebraska
$6.61M 82,957 +21,646 +35%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$6.39M 80,120 -12,267 -13%
IA
14
IFG Advisory
Georgia
$4.89M 61,403 +948 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.23M 53,385 -1,243 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.34M 41,961 -8,309 -17%
GM
17
GeoWealth Management
Illinois
$2.94M 36,893 +36,893 New
Ameriprise
18
Ameriprise
Minnesota
$2.87M 36,018 -55,637 -61%
LSPW
19
Lake Street Private Wealth
Illinois
$2.28M 28,612 -560 -2%
WF
20
Wayfinding Financial
Washington
$2.01M 24,365 +583 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.57M 19,706 +2,405 +14%
CAN
22
Cetera Advisor Networks
California
$1.55M 19,465 +2,049 +12%
AG
23
Ascent Group
Virginia
$1.53M 18,976 +7,175 +61%
Goldman Sachs
24
Goldman Sachs
New York
$1.47M 18,497
SFS
25
Security Financial Services
Indiana
$1.36M 17,101 -721 -4%