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JPMorgan BetaBuilders US Equity ETF

211 hedge funds and large institutions have $3.85B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
JP Morgan Chase
1
JP Morgan Chase
New York
$541M
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$417M
LPL Financial
3
LPL Financial
California
$383M
Morgan Stanley
4
Morgan Stanley
New York
$353M
NB
5
Norinchukin Bank
Japan
$303M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$226M
VAS
7
Vestmark Advisory Solutions
Massachusetts
$211M
NMIFOAC
8
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$157M
RSWM
9
Robertson Stephens Wealth Management
California
$97.6M
CWM
10
Cornerstone Wealth Management
Missouri
$82.6M
AssetMark Inc
11
AssetMark Inc
California
$68.5M
TWG
12
The Wealth Group
Minnesota
$67.1M
KFG
13
Kelly Financial Group
Connecticut
$63.5M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$62.2M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$62M
PWM
16
Perigon Wealth Management
California
$53.4M
TWM
17
Tradition Wealth Management
Minnesota
$44.1M
BBVA
18
Banco Bilbao Vizcaya Argentaria
Spain
$34.3M
Osaic Holdings
19
Osaic Holdings
Arizona
$31.3M
MWA
20
MN Wealth Advisors
Kansas
$30.5M
PAS
21
Park Avenue Securities
New York
$27.4M
Raymond James Financial
22
Raymond James Financial
Florida
$27.4M
MML Investors Services
23
MML Investors Services
Massachusetts
$26.4M
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$18.3M
DWM
25
Drive Wealth Management
Utah
$18.1M