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JPMorgan BetaBuilders US Aggregate Bond ETF

95 hedge funds and large institutions have $752M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
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

Top Sellers

1 -$9.06M
2 -$5.55M
3 -$4.95M
4
CA
CGN Advisors
Kansas
-$2.58M
5
LPL Financial
LPL Financial
California
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$2M
LFG
27
Lockerman Financial Group
California
$1.98M
Bank of America
28
Bank of America
North Carolina
$1.79M
GVAG
29
Great Valley Advisor Group
Delaware
$1.25M
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.16M
BFG
31
Berger Financial Group
Minnesota
$1.15M
OP
32
ORG Partners
Indiana
$1.13M
NAS
33
Nicolet Advisory Services
Wisconsin
$1.11M
GWM
34
Geneos Wealth Management
Colorado
$949K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$939K
Raymond James Financial
36
Raymond James Financial
Florida
$914K
CAM
37
Cobblestone Asset Management
Virginia
$866K
MWA
38
MN Wealth Advisors
Kansas
$715K
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$683K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$659K
AFA
41
Arlington Financial Advisors
California
$648K
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$604K
TPWA
43
Twin Peaks Wealth Advisors
California
$597K
AOWM
44
Alpha Omega Wealth Management
Virginia
$561K
BCA
45
Bay Colony Advisors
Massachusetts
$550K
5W
46
5T Wealth
California
$498K
SMI
47
Shelter Mutual Insurance
Missouri
$485K
CWA
48
Continuum Wealth Advisors
New York
$444K
AC
49
Avestar Capital
New York
$440K
PWM
50
Perigon Wealth Management
California
$426K