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JPMorgan BetaBuilders US Equity ETF

185 hedge funds and large institutions have $3.11B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

65% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $2.82B → $3.11B (+$283M)

7% more funds holding

Funds holding: 173185 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.41% less ownership

Funds ownership: 56.33%55.91% (-0.41%)

Holders
185
Holders Change
+12
Holders Change %
+6.94%
% of All Funds
2.43%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
28
Increased
84
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$512M +$60.6M +521,394 +14%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$397M +$19.7M +169,203 +5%
LPL Financial
3
LPL Financial
California
$358M +$19.2M +165,119 +6%
Morgan Stanley
4
Morgan Stanley
New York
$275M +$56M +482,389 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$217M +$19.3M +165,852 +10%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$182M -$156M -1,346,095 -47%
CWM
7
Cornerstone Wealth Management
Missouri
$82.1M -$848K -7,305 -1%
AssetMark Inc
8
AssetMark Inc
California
$66.1M +$9.62M +82,848 +18%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$63.9M +$5.41M +46,609 +10%
IWC
10
Integrated Wealth Concepts
Massachusetts
$62.1M +$48.1M +414,580 +415%
KFG
11
Kelly Financial Group
Connecticut
$59.8M +$993K +8,553 +2%
RSWM
12
Robertson Stephens Wealth Management
California
$56.1M +$2.76M +23,732 +5%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$55.9M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$52.8M +$8.96M +77,143 +21%
PWM
15
Perigon Wealth Management
California
$50M +$1.34M +11,514 +3%
TWG
16
The Wealth Group
Minnesota
$45.6M +$18.2M +156,872 +71%
TWM
17
Tradition Wealth Management
Minnesota
$40.7M +$2.01M +17,346 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$33M +$738K +6,352 +2%
MWA
19
MN Wealth Advisors
Kansas
$28.1M +$767K +6,608 +3%
PAS
20
Park Avenue Securities
New York
$25M +$118K +1,018 +0.5%
MML Investors Services
21
MML Investors Services
Massachusetts
$22.9M +$2.24M +19,290 +11%
DWM
22
Drive Wealth Management
Utah
$19M +$2.81M +24,214 +18%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$17.1M +$2.59M +22,281 +19%
IA
24
IFG Advisory
Georgia
$16.3M +$136K +1,173 +0.9%
BCI
25
Brinker Capital Investments
Pennsylvania
$14.7M +$323K +2,784 +2%