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JPMorgan BetaBuilders US Equity ETF

85 hedge funds and large institutions have $1.14B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
41
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$652M 8,463,596 +100,163 +1%
LPL Financial
2
LPL Financial
California
$71.3M 924,666 +149,967 +19%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$63.7M 826,858 +226,708 +38%
Morgan Stanley
4
Morgan Stanley
New York
$52.9M 686,911 +106,106 +18%
CWM
5
Cornerstone Wealth Management
Missouri
$44.5M 577,128 -166 -0%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$43.9M 569,959 +198,651 +54%
AssetMark Inc
7
AssetMark Inc
California
$43.4M 563,119 +138,127 +33%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$28.5M 370,216 +328,255 +782%
Osaic Holdings
9
Osaic Holdings
Arizona
$24M 311,998 +258,613 +484%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.6M 189,840 +26,623 +16%
IA
11
IFG Advisory
Georgia
$11M 142,178 +80,775 +132%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$7.95M 103,104 +9,024 +10%
BCI
13
Brinker Capital Investments
Pennsylvania
$7.89M 102,332 +19,375 +23%
OPS
14
Orion Portfolio Solutions
Nebraska
$7.89M 102,332 +19,375 +23%
CW
15
CreativeOne Wealth
Kansas
$6.57M 85,211 -9,088 -10%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$6.21M 80,612 +492 +0.6%
PAS
17
Park Avenue Securities
New York
$4.19M 54,332 +54,332 New
CAN
18
Cetera Advisor Networks
California
$3.14M 40,797 +21,332 +110%
GM
19
GeoWealth Management
Illinois
$2.86M 37,142 +249 +0.7%
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.66M 34,682 +34,682 New
LSPW
21
Lake Street Private Wealth
Illinois
$2.54M 32,796 +4,184 +15%
AG
22
Ascent Group
Virginia
$2.52M 32,217 +13,241 +70%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.43M 31,468 +31,468 New
ACS
24
Archford Capital Strategies
Illinois
$2.31M 29,923 +29,923 New
WF
25
Wayfinding Financial
Washington
$1.86M 24,187 -178 -0.7%