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JPMorgan BetaBuilders US Equity ETF

220 hedge funds and large institutions have $3.65B invested in JPMorgan BetaBuilders US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 46

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

2% more funds holding

Funds holding: 216220 (+4)

4.15% less ownership

Funds ownership: 57.27%53.12% (-4.2%)

5% less capital invested

Capital invested by funds: $3.86B → $3.65B (-$202M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.71%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
31
Increased
108
Reduced
46
Closed
20
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
$696M +$212M +1,726,452 +39%
LPL Financial
2
LPL Financial
California
$391M +$28.7M +233,930 +8%
Morgan Stanley
3
Morgan Stanley
New York
$368M +$33.7M +274,743 +10%
NB
4
Norinchukin Bank
Japan
$288M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$239M +$26.1M +212,896 +12%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$210M +$10.8M +88,176 +5%
NMIFOAC
7
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$149M
CWM
8
Cornerstone Wealth Management
Missouri
$78.9M +$372K +3,036 +0.5%
TWG
9
The Wealth Group
Minnesota
$69.1M +$5.64M +45,989 +8%
AssetMark Inc
10
AssetMark Inc
California
$66.8M +$1.82M +14,870 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$65.8M +$41.6M +339,205 +153%
IWC
12
Integrated Wealth Concepts
Massachusetts
$65.8M +$57.3M +467,288 +498%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$62.1M +$3.36M +27,406 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$60.9M +$1.88M +15,352 +3%
KFG
15
Kelly Financial Group
Connecticut
$58.3M -$2.15M -17,562 -3%
PWM
16
Perigon Wealth Management
California
$52.7M +$2.07M +16,901 +4%
UBS AM
17
UBS AM
Illinois
$49.8M +$52.1M +425,161 New
TWM
18
Tradition Wealth Management
Minnesota
$46.5M +$4.79M +39,071 +11%
BBVA
19
Banco Bilbao Vizcaya Argentaria
Spain
$34M +$1.83M +14,884 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$33.6M +$4.1M +33,468 +13%
RSWM
21
Robertson Stephens Wealth Management
California
$30M -$65.7M -535,833 -68%
MWA
22
MN Wealth Advisors
Kansas
$29.7M +$809K +6,594 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$24.9M -$199K -1,624 -0.8%
DWM
24
Drive Wealth Management
Utah
$19.7M +$2.71M +22,103 +15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$19.6M +$11M +89,600 +115%