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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

44 hedge funds and large institutions have $355M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.97%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
18
Increased
15
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$88.3M
2
IDA
2
Intelligence Driven Advisers
California
$32.6M
3
Bank of America
3
Bank of America
North Carolina
$9.08M
4
RJA
4
Raymond James & Associates
Florida
$4.42M
5
AWA
5
ARS Wealth Advisors
Florida
$21.1M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$0
2
ECM
2
Evergreen Capital Management
Washington
$1.79M
3
SPL
3
Smart Portfolios LLC
Washington
$4.33M
4
TIM
4
Total Investment Management
Arizona
$26.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$299K
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$602K 22,303 +22,303 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$557K 20,632 +8,937 +76%
VCP
28
Verus Capital Partners
Arizona
$514K 19,037 -1,114 -6%
ECM
29
ETrade Capital Management
Virginia
$401K 14,860 +14,860 New
Morgan Stanley
30
Morgan Stanley
New York
$361K 13,369 -5,164 -28%
LFAS
31
Level Four Advisory Services
Texas
$341K 12,650 +12,650 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$299K 11,076 -88,276 -89%
PA
33
Pinnacle Associates
New York
$291K 10,760 +10,760 New
JWCA
34
J.W. Cole Advisors
Florida
$257K 9,500 -6,380 -40%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$254K 9,410 +9,410 New
MC
36
Moors & Cabot
Massachusetts
$216K 8,000 +8,000 New
SWP
37
Summit Wealth Partners
Florida
$203K 7,524 +7,524 New
AF
38
Allworth Financial
California
$176K 6,536 +6,536 New
GWM
39
Geneos Wealth Management
Colorado
$40K 1,499 +1,499 New
US Bancorp
40
US Bancorp
Minnesota
$30K 1,110 +1,110 New
TRCT
41
Tower Research Capital (TRC)
New York
$27K 1,000 +1,000 New
PAI
42
Pittenger & Anderson Inc
Nebraska
$24K 893 +893 New
SPIA
43
Steward Partners Investment Advisory
New York
$22K 851 – –
GSWM
44
Golden State Wealth Management
California
– – -1,090,648 Closed
SIAS
45
Shine Investment Advisory Services
Colorado
– – -130 Closed
Wells Fargo
46
Wells Fargo
California
– – -1 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2