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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
25
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$906M
2
LPL Financial
2
LPL Financial
California
$171M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33.9M
4
Bank of America
4
Bank of America
North Carolina
$67.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$548K
2
VCM
2
Vivaldi Capital Management
Illinois
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$7.08M
4
LWM
4
Lodestone Wealth Management
Washington
$234K
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SHJ
26
Sharkey, Howes & Javer
Colorado
$2.16M 45,954 +45,954 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.15M 45,748 +45,748 New
B
28
Bailard
California
$1.85M 39,359 +1,597 +4%
SPIA
29
Steward Partners Investment Advisory
New York
$1.76M 37,583 +32,739 +676%
GWM
30
Geneos Wealth Management
Colorado
$1.62M 34,410 +33,279 +2,942%
Morgan Stanley
31
Morgan Stanley
New York
$1.52M 32,321 +15,313 +90%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.38M 29,313 +29,313 New
GWSG
33
GPS Wealth Strategies Group
Colorado
$1.11M 23,695 +23,695 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1M 21,344 -788 -4%
SI
35
Stephens Inc
Arkansas
$961K 20,460 – –
NB
36
Nicolet Bankshares
Wisconsin
$932K 19,849 -12,618 -39%
VNA
37
Valley National Advisers
Pennsylvania
$905K 19,273 – –
RCIM
38
Red Cedar Investment Management
Michigan
$792K 16,859 – –
PAG
39
Private Advisor Group
New Jersey
$726K 15,467 +15,467 New
BPA
40
Beacon Pointe Advisors
California
$711K 15,149 -442 -3%
KA
41
Kovack Advisors
Florida
$661K 14,075 -1,353 -9%
PIA
42
Perennial Investment Advisors
California
$654K 13,925 +13,925 New
AOWM
43
Alpha Omega Wealth Management
Virginia
$631K 13,448 +65 +0.5%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$574K 12,218 -2,205 -15%
Citadel Advisors
45
Citadel Advisors
Florida
$548K 11,674 -119,595 -91%
VCP
46
Verus Capital Partners
Arizona
$538K 11,460 -79 -0.7%
CTC
47
Central Trust Company
Missouri
$529K 11,272 -6,495 -37%
AF
48
Allworth Financial
California
$526K 11,196 -445 -4%
BFA
49
Beacon Financial Advisory
Ohio
$481K 10,242 -3,056 -23%
PTC
50
Private Trust Company
Ohio
$408K 8,685 +8,685 New
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