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JPMorgan BetaBuilders US Aggregate Bond ETF

97 hedge funds and large institutions have $753M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 56.47%58.18% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $744M → $753M (+$8.52M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 9997 (-2)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
36
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$2M -$89.8K -1,944 -4%
LFG
27
Lockerman Financial Group
California
$1.98M +$9.37K +203 +0.5%
Bank of America
28
Bank of America
North Carolina
$1.79M -$158K -3,421 -8%
GVAG
29
Great Valley Advisor Group
Delaware
$1.25M +$259K +5,611 +26%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.16M +$244K +5,293 +27%
BFG
31
Berger Financial Group
Minnesota
$1.15M -$129K -2,790 -10%
OP
32
ORG Partners
Indiana
$1.13M +$489K +10,598 +77%
NAS
33
Nicolet Advisory Services
Wisconsin
$1.11M -$82.5K -1,787 -7%
GWM
34
Geneos Wealth Management
Colorado
$949K +$261K +5,656 +39%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$939K -$250K -5,408 -21%
Raymond James Financial
36
Raymond James Financial
Florida
$914K +$311K +6,742 +52%
CAM
37
Cobblestone Asset Management
Virginia
$866K -$85.7K -1,856 -9%
MWA
38
MN Wealth Advisors
Kansas
$715K -$45.5K -986 -6%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$683K +$164K +3,550 +32%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$659K -$32.7K -708 -5%
AFA
41
Arlington Financial Advisors
California
$648K +$642K +13,895 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$604K -$162K -3,517 -21%
TPWA
43
Twin Peaks Wealth Advisors
California
$597K +$63.7K +1,379 +12%
AOWM
44
Alpha Omega Wealth Management
Virginia
$561K +$4.34K +94 +0.8%
BCA
45
Bay Colony Advisors
Massachusetts
$550K +$544K +11,784 New
5W
46
5T Wealth
California
$498K +$21.7K +469 +5%
SMI
47
Shelter Mutual Insurance
Missouri
$485K
CWA
48
Continuum Wealth Advisors
New York
$444K -$76.5K -1,658 -15%
AC
49
Avestar Capital
New York
$440K
PWM
50
Perigon Wealth Management
California
$426K -$28.2K -611 -6%