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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

99 hedge funds and large institutions have $743M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
36
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.3M
5
PAS
Park Avenue Securities
New York
+$10.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$227M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$35M
3
GFG
Goldstone Financial Group
Illinois
-$8.07M
4
OMC
Old Mission Capital
Illinois
-$5.01M
5
FTUS
Flow Traders U.S.
New York
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$2.07M -$325K -7,039 -14%
LFG
27
Lockerman Financial Group
California
$1.95M +$701K +15,176 +56%
Bank of America
28
Bank of America
North Carolina
$1.93M +$278K +6,028 +17%
BFG
29
Berger Financial Group
Minnesota
$1.27M -$214K -4,636 -14%
FTUS
30
Flow Traders U.S.
New York
$1.19M -$3.4M -73,580 -74%
NAS
31
Nicolet Advisory Services
Wisconsin
$1.18M -$114K -2,473 -9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.18M -$89.2K -1,932 -7%
OMC
33
Old Mission Capital
Illinois
$1.15M -$5.01M -108,555 -81%
TWM
34
Tradition Wealth Management
Minnesota
$1.13M +$174K +3,760 +18%
GVAG
35
Great Valley Advisor Group
Delaware
$982K +$982K +21,265 New
RWB
36
RMR Wealth Builders
New Jersey
$970K +$970K +21,017 New
CAM
37
Cobblestone Asset Management
Virginia
$942K -$10.9K -236 -1%
IWC
38
Integrated Wealth Concepts
Massachusetts
$902K +$344K +7,441 +62%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$760K -$104K -2,253 -12%
MWA
40
MN Wealth Advisors
Kansas
$753K -$33.2K -718 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$685K +$200K +4,340 +41%
GWM
42
Geneos Wealth Management
Colorado
$678K -$806K -17,452 -54%
OP
43
ORG Partners
Indiana
$629K +$629K +13,678 New
AG
44
Ascent Group
Virginia
$619K +$86.5K +1,873 +16%
Raymond James Financial
45
Raymond James Financial
Florida
$593K -$152K -3,282 -20%
HF
46
HRT Financial
New York
$575K +$575K +12,459 New
AOWM
47
Alpha Omega Wealth Management
Virginia
$551K +$4.29K +93 +0.8%
TPWA
48
Twin Peaks Wealth Advisors
California
$526K +$64.7K +1,406 +14%
CWA
49
Continuum Wealth Advisors
New York
$516K -$136K -2,950 -21%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$512K +$125K +2,714 +32%
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