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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

97 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
28
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
Jane Street
2
Jane Street
New York
$9.32M
3
CCA
3
Clearwater Capital Advisors
Illinois
$42.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.2M
5
TWP
5
Triad Wealth Partners
Kansas
$2.18M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$637M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.05M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.9M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
B
26
Bailard
California
$2M 44,206 +677 +2%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.86M 41,255 -1,217 -3%
SFC
28
Strategic Financial Concepts
Texas
$1.44M 31,940 +23,219 +266%
NAS
29
Nicolet Advisory Services
Wisconsin
$1.43M 31,942 -3,315 -9%
OMC
30
Old Mission Capital
Illinois
$1.36M 30,184 +30,184 New
FTUS
31
Flow Traders U.S.
New York
$1.29M 28,625 +9,170 +47%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.21M 26,815 -1,245 -4%
LFG
33
Lockerman Financial Group
California
$1.01M 22,318 -146 -0.6%
Bank of America
34
Bank of America
North Carolina
$1M 22,231 +2,929 +15%
CW
35
CreativeOne Wealth
Kansas
$854K 18,900 -7,257 -28%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$830K 18,370 -592 -3%
MWA
37
MN Wealth Advisors
Kansas
$813K 17,993 -8,070 -31%
Raymond James Financial
38
Raymond James Financial
Florida
$778K 17,222 +17,222 New
PWM
39
Perigon Wealth Management
California
$675K 14,930 +14,930 New
SI
40
Stephens Inc
Arkansas
$631K 13,975 – –
CWA
41
Continuum Wealth Advisors
New York
$628K 13,906 -1,123 -7%
CAM
42
Cobblestone Asset Management
Virginia
$604K 13,363 -805 -6%
GWM
43
Geneos Wealth Management
Colorado
$547K 12,111 +1,058 +10%
AOWM
44
Alpha Omega Wealth Management
Virginia
$531K 11,745 -180 -2%
CFGS
45
Concourse Financial Group Securities
Alabama
$490K 10,830 +2,089 +24%
SMI
46
Shelter Mutual Insurance
Missouri
$470K 10,400 – –
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$467K 10,337 -107 -1%
IWC
48
Integrated Wealth Concepts
Massachusetts
$458K 10,137 -2,970 -23%
VCP
49
Verus Capital Partners
Arizona
$432K 9,565 -176 -2%
AC
50
Avestar Capital
New York
$428K 9,428 +9,428 New
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