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JPMorgan BetaBuilders US Equity ETF

216 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

24% more capital invested

Capital invested by funds: $3.11B → $3.86B (+$750M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 185216 (+31)

1.36% more ownership

Funds ownership: 55.91%57.27% (+1.4%)

Holders
216
Holders Change
+31
Holders Change %
+16.76%
% of All Funds
2.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
43
Increased
95
Reduced
50
Closed
12
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 +$17.2M +140,680 +3%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$417M +$11.3M +92,418 +3%
LPL Financial
3
LPL Financial
California
$383M +$16.2M +132,407 +4%
Morgan Stanley
4
Morgan Stanley
New York
$353M +$71.1M +580,931 +25%
NB
5
Norinchukin Bank
Japan
$303M +$301M +2,459,000 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$226M +$4.04M +32,993 +2%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$211M +$24.2M +197,476 +13%
NMIFOAC
8
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$157M +$99.4M +812,000 +175%
RSWM
9
Robertson Stephens Wealth Management
California
$97.6M +$40M +326,521 +70%
CWM
10
Cornerstone Wealth Management
Missouri
$82.6M -$1.24M -10,138 -1%
AssetMark Inc
11
AssetMark Inc
California
$68.5M +$890K +7,272 +1%
TWG
12
The Wealth Group
Minnesota
$67.1M +$20.3M +166,193 +44%
KFG
13
Kelly Financial Group
Connecticut
$63.5M +$2.46M +20,123 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$62.2M -$3.08M -25,165 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$62M +$8M +65,350 +15%
PWM
16
Perigon Wealth Management
California
$53.4M +$2.32M +18,935 +5%
TWM
17
Tradition Wealth Management
Minnesota
$44.1M +$2.5M +20,450 +6%
BBVA
18
Banco Bilbao Vizcaya Argentaria
Spain
$34.3M +$33.9M +277,288 New
Osaic Holdings
19
Osaic Holdings
Arizona
$31.3M -$2.99M -24,404 -9%
MWA
20
MN Wealth Advisors
Kansas
$30.5M +$1.79M +14,602 +6%
PAS
21
Park Avenue Securities
New York
$27.4M +$1.86M +15,161 +7%
Raymond James Financial
22
Raymond James Financial
Florida
$27.4M +$13.4M +109,232 +97%
MML Investors Services
23
MML Investors Services
Massachusetts
$26.4M +$3.01M +24,604 +13%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$752K +6,147 +4%
DWM
25
Drive Wealth Management
Utah
$18.1M -$1.31M -10,743 -7%