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JPMorgan BetaBuilders US Aggregate Bond ETF

98 hedge funds and large institutions have $742M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
36
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$223M 4,830,454 -757,441 -14%
LPL Financial
2
LPL Financial
California
$172M 3,733,819 +1,377,640 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$73.8M 1,597,739 +801,874 +101%
CCA
4
Clearwater Capital Advisors
Illinois
$44.9M 972,272 +2,355 +0.2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$31.2M 674,910 +285,524 +73%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$24.6M 533,719 +10,283 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$17.5M 378,289 +105,084 +38%
IHWM
8
Iron Horse Wealth Management
Iowa
$15.7M 340,534 +3,703 +1%
Morgan Stanley
9
Morgan Stanley
New York
$13.6M 295,344 +245,245 +490%
WAAG
10
Wealth Alliance Advisory Group
Kansas
$11.9M 257,789 -636 -0.2%
PAS
11
Park Avenue Securities
New York
$10.3M 222,629 +222,629 New
Jane Street
12
Jane Street
New York
$9.06M 196,132 -4,908,931 -96%
SHJ
13
Sharkey, Howes & Javer
Colorado
$8.76M 189,626 -68,913 -27%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.23M 178,256 +1,519 +0.9%
HCA
15
Heck Capital Advisors
Wisconsin
$7.95M 172,210 +9,123 +6%
CA
16
CGN Advisors
Kansas
$5.65M 122,312 -11,321 -8%
Citadel Advisors
17
Citadel Advisors
Florida
$4.95M 107,141 +30,063 +39%
AC
18
Apella Capital
Connecticut
$4.84M 105,909 +66,278 +167%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.43M 95,877 +46,583 +95%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.06M 87,882 +70,223 +398%
KFG
21
Kelly Financial Group
Connecticut
$3.28M 70,942 -3,708 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.78M 61,327 -2,515 -4%
TWP
23
Triad Wealth Partners
Kansas
$2.21M 47,870 -7,124 -13%
B
24
Bailard
California
$2.17M 46,961 +2,791 +6%
AA
25
ACT Advisors
North Carolina
$2.1M 45,581 +640 +1%