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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

54 hedge funds and large institutions have $455M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
8
Increased
28
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$173M
2
AWA
2
ARS Wealth Advisors
Florida
$44.1M
3
TIM
3
Total Investment Management
Arizona
$52.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.39M
5
CCG
5
Cypress Capital Group
Florida
$4.92M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$11M
2
CW
2
CreativeOne Wealth
Kansas
$60.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$620K
4
BWP
4
BSW Wealth Partners
Colorado
$542K
5
GM
5
GeoWealth Management
Illinois
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.02M 72,357 +40,833 +130%
LPT
27
Legacy Private Trust
Wisconsin
$1.86M 66,569 +46,730 +236%
LFAS
28
Level Four Advisory Services
Texas
$1.76M 62,956 -32,882 -34%
ECM
29
ETrade Capital Management
Virginia
$1.71M 61,263 +21,130 +53%
ECM
30
Evergreen Capital Management
Washington
$1.64M 58,560 -4,998 -8%
Bank of America
31
Bank of America
North Carolina
$1.42M 50,696 -3,615 -7%
BFG
32
Bouchey Financial Group
New York
$1.05M 37,427 +1,778 +5%
SI
33
Stephens Inc
Arkansas
$992K 35,495 +1,290 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$747K 26,714 +11,151 +72%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$620K 22,184 -411,539 -95%
AOWM
36
Alpha Omega Wealth Management
Virginia
$583K 20,843 +582 +3%
BWP
37
BSW Wealth Partners
Colorado
$542K 19,403 -361,835 -95%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$540K 19,333 +12,121 +168%
MIAN
39
Mariner Independent Advisor Network
Kansas
$526K 18,803 +6,287 +50%
SWP
40
Summit Wealth Partners
Florida
$510K 18,258 +7,158 +64%
AFAS
41
Acorn Financial Advisory Services
Virginia
$439K 15,698 +15,698 New
CFS
42
CRA Financial Services
New Jersey
$319K 11,399 +11,399 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$293K 10,512 +3,162 +43%
PA
44
Pinnacle Associates
New York
$276K 9,870 – –
PWMAG
45
Pinnacle Wealth Management Advisory Group
New Jersey
$247K 8,845 – –
BCA
46
Bay Colony Advisors
Massachusetts
$245K 8,767 +8,767 New
XF
47
XML Financial
Maryland
$244K 8,727 +8,727 New
AAS
48
Avantax Advisory Services
Texas
$226K 8,000 +8,000 New
MC
49
Moors & Cabot
Massachusetts
$224K 8,000 – –
SBL
50
Sargent Bickham Lagudis
Colorado
$199K 7,130 +7,130 New
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