Funds holding JPMorgan BetaBuilders US Mid Cap Equity ETF
ISIN US46641Q3406 · United States · LEI 549300S2VYDS8QJGW220
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 5.4M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 49,639 | 5.4M $ | 2.73 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2.73 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 49,639 | -8.7 % |
| 2026Q1 | 1 | 0 | 54,372 | -0.9 % |
| 2025Q4 | 1 | 0 | 54,853 | -10.0 % |
| 2025Q3 | 1 | 0 | 60,916 | +4.1 % |
| 2025Q2 | 1 | -2 | 58,510 | -56.4 % |
| 2025Q1 | 3 | +2 | 134,278 | +112.6 % |
| 2024Q4 | 1 | 0 | 63,162 | +3.4 % |
| 2024Q3 | 1 | 0 | 61,095 | -6.2 % |
| 2024Q2 | 1 | 0 | 65,113 | -10.4 % |
| 2024Q1 | 1 | 0 | 72,678 | -0.6 % |
| 2023Q4 | 1 | 73,137 |
Institutional managers
49 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | 16,210,446 | 1.7B $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 154,078 | 16.7K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 48,448 | 5.3M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 20,864 | 2.2M $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 19,821 | 2.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 16,470 | 1.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 13,860 | 1.5M $ | as of Mar 31, 2026 |
| ACT Advisors, LLC. | 13,232 | 1.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 12,700 | 1.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 12,640 | 1.4M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 8,649 | 937.6K $ | as of Mar 31, 2026 |
| Gradient Investments LLC | 8,575 | 929.6K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 8,541 | 925.9K $ | as of Mar 31, 2026 |
| IAG Wealth Partners, LLC | 8,368 | 907.2K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 7,330 | 794.7K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 6,149 | 667K $ | as of Mar 31, 2026 |
| MGO ONE SEVEN LLC | 5,979 | 648.2K $ | as of Mar 31, 2026 |
| Triad Wealth Partners, LLC | 5,290 | 573.5K $ | as of Mar 31, 2026 |
| Elevation Wealth Management LLC | 5,039 | 546.3K $ | as of Mar 31, 2026 |
| Archer Investment Corp | 4,516 | 489.6K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 4,386 | 475.5K $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 4,083 | 442.6K $ | as of Mar 31, 2026 |
| MN Wealth Advisors, LLC | 3,638 | 394.5K $ | as of Mar 31, 2026 |
| Ascent Group, LLC | 3,369 | 365.2K $ | as of Mar 31, 2026 |
| Merited Wealth, LLC | 3,319 | 359.8K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding JPMorgan BetaBuilders US Mid Cap Equity ETF". https://titelia.com/en/stocks/jpmorgan-betabuilders-us-mid-cap-equity-etf-US46641Q3406