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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $508M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 16 closing their positions.

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
7
Increased
25
Reduced
15
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$295M
3
LPT
3
Legacy Private Trust
Wisconsin
$9.38M
4
Bank of America
4
Bank of America
North Carolina
$3.5M
5
SDWIA
5
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M

Top Sellers

1
AWA
1
ARS Wealth Advisors
Florida
$0
2
CW
2
CreativeOne Wealth
Kansas
$0
3
BFG
3
Berger Financial Group
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$26.8M
5
ACM
5
Avalon Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$1.74M 64,930 +6,564 +11%
ECM
27
Evergreen Capital Management
Washington
$1.45M 54,075 -3,065 -5%
SDWIA
28
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M 48,510 +48,510 New
SI
29
Stephens Inc
Arkansas
$1.08M 40,035 +4,325 +12%
BFA
30
Beacon Financial Advisory
Ohio
$1.05M 39,242 +39,242 New
SWP
31
Summit Wealth Partners
Florida
$685K 25,517 +7,259 +40%
AFAS
32
Acorn Financial Advisory Services
Virginia
$671K 25,008 +2,226 +10%
AOWM
33
Alpha Omega Wealth Management
Virginia
$609K 22,682 -4,682 -17%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$608K 22,642 +2,210 +11%
CFS
35
CRA Financial Services
New Jersey
$545K 20,300 +2,295 +13%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$453K 16,864 +16,864 New
JWCA
37
J.W. Cole Advisors
Florida
$414K 15,430 -450 -3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$408K 15,209 +15,209 New
Deutsche Bank
39
Deutsche Bank
Germany
$393K 14,626 +14,626 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$341K 12,722 +527 +4%
GL
41
Graypoint LLC
New York
$291K 10,826 – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$290K 10,796 -930 -8%
PWMAG
43
Pinnacle Wealth Management Advisory Group
New Jersey
$242K 9,025 +180 +2%
TRCT
44
Tower Research Capital (TRC)
New York
$118K 4,400 +4,400 New
UBS Group
45
UBS Group
Switzerland
$54K 2,018 -70 -3%
SBL
46
Sargent Bickham Lagudis
Colorado
$47K 1,755 – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$38K 1,400 -1,110 -44%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$32K 1,178 +1,178 New
MCC
49
Money Concepts Capital
Florida
$25K 937 -871 -48%
Wells Fargo
50
Wells Fargo
California
$16K 604 – –
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2
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