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JPMorgan BetaBuilders US Equity ETF

164 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$447M
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$320M
LPL Financial
3
LPL Financial
California
$283M
Morgan Stanley
4
Morgan Stanley
New York
$163M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M
VAS
6
Vestmark Advisory Solutions
Massachusetts
$139M
Creative Planning
7
Creative Planning
Kansas
$90.1M
CWM
8
Cornerstone Wealth Management
Missouri
$73M
GI
9
Gradient Investments
Minnesota
$56.9M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$55.4M
AssetMark Inc
11
AssetMark Inc
California
$52.3M
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$46.7M
KFG
13
Kelly Financial Group
Connecticut
$44.1M
PWM
14
Perigon Wealth Management
California
$40.4M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.2M
TWM
16
Tradition Wealth Management
Minnesota
$29.8M
RSWM
17
Robertson Stephens Wealth Management
California
$27.8M
MWA
18
MN Wealth Advisors
Kansas
$27.3M
PAS
19
Park Avenue Securities
New York
$20.9M
IA
20
IFG Advisory
Georgia
$18.1M
Osaic Holdings
21
Osaic Holdings
Arizona
$17.9M
MML Investors Services
22
MML Investors Services
Massachusetts
$16.6M
BOC
23
Blue Oak Capital
California
$12.2M
OPS
24
Orion Portfolio Solutions
Nebraska
$12M
BCI
25
Brinker Capital Investments
Pennsylvania
$12M