# JPMORGAN BETABUILDERS US EQU FUND

JPMORGAN BETABUILDERS US EQU FUND is a security (CUSIP 46641Q399) tracked across SEC portfolio filings. 235 institutional managers reported $3.8B on Form 13F as of 2026-06-30.

## Summary

- Issuer: JPMORGAN BETABUILDERS US EQU
- Class: FUND
- CUSIP: 46641Q399
- 13F holders: 235
- 13F value: $3.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 235 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| JPMORGAN CHASE & CO | NEW YORK, NY | $695.9M | 6,113,318 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $390.9M | 3,336,313 |
| MORGAN STANLEY | NEW YORK, NY | $367.5M | 3,136,224 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $306.8M | 2,277,383 |
| Norinchukin Bank, The | TOKYO, M0 | $288.1M | 2,459,000 |
| [Vestmark Advisory Solutions, Inc.](https://search.stillhousedata.com/firm/221518) | Jersey City, NJ | $210.5M | 1,796,375 |
| National Mutual Insurance Federation of Agricultural Cooperatives | TOKYO, JAPAN, M0 | $171.8M | 1,275,000 |
| Cornerstone Wealth Management, LLC | ST. PETERS, MO | $89.2M | 662,346 |
| Wealth Group Ltd | EDEN PRAIRIE, MN | $84.7M | 628,517 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $84.6M | 627,996 |
| KELLY FINANCIAL GROUP LLC | Wethersfield, CT | $70.8M | 525,852 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $65.8M | 561,562 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $65.8M | 561,117 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $62.1M | 530,183 |
| [Perigon Wealth Management, LLC](https://search.stillhousedata.com/firm/131037) | SAN FRANCISCO, CA | $52.7M | 449,861 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46641q399.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.