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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

49 hedge funds and large institutions have $423M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
11
Increased
21
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$49.2M
2
AWA
2
ARS Wealth Advisors
Florida
$37.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$12.1M
4
IDA
4
Intelligence Driven Advisers
California
$42.6M
5
SWM
5
Strategic Wealth Management
Washington
$5.65M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$82.8M
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$12.4M
4
GM
4
GeoWealth Management
Illinois
$6.99M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$87.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$2.18M 77,923 +77,923 New
AI
27
Atria Investments
North Carolina
$1.88M 67,052 +19,116 +40%
ECM
28
Evergreen Capital Management
Washington
$1.78M 63,558 -2,690 -4%
Bank of America
29
Bank of America
North Carolina
$1.52M 54,311 -282,101 -84%
ECM
30
ETrade Capital Management
Virginia
$1.12M 40,133 +25,273 +170%
BFG
31
Bouchey Financial Group
New York
$997K 35,649 +35,649 New
SI
32
Stephens Inc
Arkansas
$957K 34,205 -100 -0.3%
Morgan Stanley
33
Morgan Stanley
New York
$882K 31,524 +18,155 +136%
AOWM
34
Alpha Omega Wealth Management
Virginia
$567K 20,261 +20,261 New
LPT
35
Legacy Private Trust
Wisconsin
$555K 19,839 +19,839 New
JWCA
36
J.W. Cole Advisors
Florida
$444K 15,880 +6,380 +67%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$435K 15,563 +4,487 +41%
MIAN
38
Mariner Independent Advisor Network
Kansas
$350K 12,516 -28,157 -69%
SWP
39
Summit Wealth Partners
Florida
$311K 11,100 +3,576 +48%
PA
40
Pinnacle Associates
New York
$276K 9,870 -890 -8%
PWMAG
41
Pinnacle Wealth Management Advisory Group
New Jersey
$247K 8,845 -565 -6%
MC
42
Moors & Cabot
Massachusetts
$224K 8,000 – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$205K 7,350 +7,350 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$202K 7,212 -13,420 -65%
AF
45
Allworth Financial
California
$169K 6,038 -498 -8%
GWM
46
Geneos Wealth Management
Colorado
$41K 1,499 – –
SPIA
47
Steward Partners Investment Advisory
New York
$24K 851 – –
PAG
48
Private Advisor Group
New Jersey
$2K 81 +81 New
FTUS
49
Flow Traders U.S.
New York
– – -111,515 Closed
BSW
50
Buckingham Strategic Wealth
Missouri
– – -22,303 Closed
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