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JPMorgan BetaBuilders US Aggregate Bond ETF

111 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$1.91M
LPT
27
Legacy Private Trust
Wisconsin
$1.9M
IWN
28
Independent Wealth Network
Iowa
$1.78M
Citadel Advisors
29
Citadel Advisors
Florida
$1.7M
KA
30
Kovack Advisors
Florida
$1.64M
MML Investors Services
31
MML Investors Services
Massachusetts
$1.48M
GSEP
32
Golden State Equity Partners
California
$1.38M
AFA
33
Arlington Financial Advisors
California
$1.26M
SFC
34
Strategic Financial Concepts
Texas
$1.26M
Raymond James Financial
35
Raymond James Financial
Florida
$1.14M
LFG
36
Lockerman Financial Group
California
$1.06M
SHJ
37
Sharkey, Howes & Javer
Colorado
$1.05M
CAM
38
Cobblestone Asset Management
Virginia
$865K
GWM
39
Geneos Wealth Management
Colorado
$831K
MWA
40
MN Wealth Advisors
Kansas
$819K
BFG
41
Berger Financial Group
Minnesota
$800K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$787K
IWC
43
Integrated Wealth Concepts
Massachusetts
$750K
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$658K
NFG
45
Northbridge Financial Group
Florida
$623K
WA
46
WBH Advisory
Maryland
$570K
AOWM
47
Alpha Omega Wealth Management
Virginia
$562K
FFA
48
Founders Financial Alliance
North Carolina
$561K
PCIA
49
Prime Capital Investment Advisors
Kansas
$548K
TPWA
50
Twin Peaks Wealth Advisors
California
$538K