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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $871M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
35
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
26
Bailard
California
$2.04M -$1.66K -36 -0.1%
AC
27
Apella Capital
Connecticut
$1.81M -$619K -13,547 -25%
Bank of America
28
Bank of America
North Carolina
$1.65M +$626K +13,570 +61%
GWM
29
Geneos Wealth Management
Colorado
$1.48M +$923K +20,016 +165%
BFG
30
Berger Financial Group
Minnesota
$1.48M -$21M -454,886 -93%
SFC
31
Strategic Financial Concepts
Texas
$1.42M -$51.1K -1,108 -3%
NAS
32
Nicolet Advisory Services
Wisconsin
$1.27M -$174K -3,831 -12%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.27M +$1.27M +27,451 New
LFG
34
Lockerman Financial Group
California
$1.25M +$221K +4,802 +22%
TWM
35
Tradition Wealth Management
Minnesota
$958K +$958K +20,766 New
CAM
36
Cobblestone Asset Management
Virginia
$952K +$336K +7,278 +54%
Goldman Sachs
37
Goldman Sachs
New York
$916K +$916K +19,863 New
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$863K -$373K -8,094 -30%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$814K +$545K +11,830 +203%
MWA
40
MN Wealth Advisors
Kansas
$785K -$44.4K -963 -5%
Raymond James Financial
41
Raymond James Financial
Florida
$744K -$50.4K -1,094 -6%
CWA
42
Continuum Wealth Advisors
New York
$651K +$10.2K +221 +2%
CW
43
CreativeOne Wealth
Kansas
$650K -$222K -4,809 -25%
5W
44
5T Wealth
California
$607K +$372K +8,064 +158%
IWC
45
Integrated Wealth Concepts
Massachusetts
$558K +$90.1K +1,954 +19%
AOWM
46
Alpha Omega Wealth Management
Virginia
$546K +$4.1K +89 +0.8%
AG
47
Ascent Group
Virginia
$531K +$110K +2,384 +26%
SI
48
Stephens Inc
Arkansas
$490K -$154K -3,350 -24%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$484K +$269K +5,842 +126%
SMI
50
Shelter Mutual Insurance
Missouri
$480K