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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

62 hedge funds and large institutions have $664M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
29
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$38.9M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$5.93M
4
TIM
4
Total Investment Management
Arizona
$57.5M
5
RJA
5
Raymond James & Associates
Florida
$14.2M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$45.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$3.34M
3
Jane Street
3
Jane Street
New York
$0
4
ACM
4
Avalon Capital Management
California
$4.28M
5
LPL Financial
5
LPL Financial
California
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$2.67M 95,884 +16,028 +20%
SS
27
Simplicity Solutions
Minnesota
$2.62M 94,223 +14,367 +18%
FWM
28
Frontier Wealth Management
Missouri
$2.39M 85,655 +16 +0%
B
29
Bailard
California
$2.24M 80,241 -5,390 -6%
Bank of America
30
Bank of America
North Carolina
$2.2M 79,032 +28,336 +56%
AI
31
Atria Investments
North Carolina
$1.84M 65,992 -11,428 -15%
OMC
32
Old Mission Capital
Illinois
$1.67M 60,084 +60,084 New
LFAS
33
Level Four Advisory Services
Texas
$1.63M 58,366 -4,590 -7%
ECM
34
Evergreen Capital Management
Washington
$1.59M 57,140 -1,420 -2%
BFG
35
Bouchey Financial Group
New York
$1.07M 38,578 +1,151 +3%
SI
36
Stephens Inc
Arkansas
$995K 35,710 +215 +0.6%
AOWM
37
Alpha Omega Wealth Management
Virginia
$762K 27,364 +6,521 +31%
FTUS
38
Flow Traders U.S.
New York
$697K 25,021 +25,021 New
AFAS
39
Acorn Financial Advisory Services
Virginia
$634K 22,782 +7,084 +45%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$569K 20,432 -1,752 -8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$533K 19,127 -206 -1%
SWP
42
Summit Wealth Partners
Florida
$508K 18,258 – –
CFS
43
CRA Financial Services
New Jersey
$501K 18,005 +6,606 +58%
JWCA
44
J.W. Cole Advisors
Florida
$442K 15,880 +15,880 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$339K 12,195 +1,683 +16%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$327K 11,726 -14,988 -56%
GL
47
Graypoint LLC
New York
$302K 10,826 +10,826 New
PA
48
Pinnacle Associates
New York
$275K 9,870 – –
AWM
49
Apollon Wealth Management
South Carolina
$265K 9,499 +9,499 New
PWMAG
50
Pinnacle Wealth Management Advisory Group
New Jersey
$246K 8,845 – –
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