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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$94.5M
2
OMC
2
Old Mission Capital
Illinois
$9.79M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.7M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$18.6M
5
CA
5
CGN Advisors
Kansas
$16.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$788M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.22M
3
BFG
3
Berger Financial Group
Minnesota
$16.7M
4
LPL Financial
4
LPL Financial
California
$76.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$2.49M 54,376 +547 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$2.49M 54,179 -36,445 -40%
AA
28
ACT Advisors
North Carolina
$2.33M 50,892 -2,737 -5%
B
29
Bailard
California
$2M 43,588 +1,974 +5%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.82M 39,615 -27,889 -41%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.54M 33,500 -6,470 -16%
RJA
32
Raymond James & Associates
Florida
$1.31M 28,500 -13,833 -33%
CW
33
CreativeOne Wealth
Kansas
$1.22M 26,671 -2,795 -9%
MWA
34
MN Wealth Advisors
Kansas
$1.21M 26,418 +476 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$1.11M 24,144 +10,637 +79%
LFG
36
Lockerman Financial Group
California
$1.04M 22,702 -5,380 -19%
SFC
37
Strategic Financial Concepts
Texas
$1.02M 22,312 +22,312 New
SI
38
Stephens Inc
Arkansas
$981K 21,395 +765 +4%
IWC
39
Integrated Wealth Concepts
Massachusetts
$895K 19,507 -4,712 -19%
CFG
40
Cooper Financial Group
California
$808K 17,622 -40,246 -70%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$630K 13,729 -238 -2%
AG
42
Ascent Group
Virginia
$626K 13,640 +1,094 +9%
CA
43
Cetera Advisors
Colorado
$612K 13,333 +635 +5%
AOWM
44
Alpha Omega Wealth Management
Virginia
$594K 12,948 -14 -0.1%
HWAM
45
Hennion & Walsh Asset Management
New Jersey
$572K 12,473 +1,854 +17%
CWA
46
Continuum Wealth Advisors
New York
$554K 12,067 +2,790 +30%
TCA
47
Transcend Capital Advisors
New Jersey
$509K 11,104 +810 +8%
VCP
48
Verus Capital Partners
Arizona
$494K 10,764 -156 -1%
CFGS
49
Concourse Financial Group Securities
Alabama
$490K 10,685 -2,281 -18%
GIA
50
Gladstone Institutional Advisory
Florida
$485K 10,579 -1,613 -13%
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