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JPMorgan BetaBuilders US Aggregate Bond ETF

114 hedge funds and large institutions have $622M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 56 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

18% more funds holding

Funds holding: 97114 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.44% less ownership

Funds ownership: 58.18%53.73% (-4.4%)

17% less capital invested

Capital invested by funds: $753M → $622M (-$130M)

46% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 56

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
30
Reduced
56
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Ascent Group
Virginia
$2.63M +$152K +3,258 +6%
B
27
Bailard
California
$2.59M +$152K +3,266 +6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.33M +$1.4M +29,982 +149%
AA
29
ACT Advisors
North Carolina
$2.12M -$24.3K -520 -1%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.03M -$2.39M -51,113 -54%
LPT
31
Legacy Private Trust
Wisconsin
$1.92M -$70.5K -1,511 -4%
SHJ
32
Sharkey, Howes & Javer
Colorado
$1.79M -$1.5M -32,202 -46%
KA
33
Kovack Advisors
Florida
$1.65M +$1.66M +35,494 New
GVAG
34
Great Valley Advisor Group
Delaware
$1.46M +$211K +4,530 +17%
OP
35
ORG Partners
Indiana
$1.26M +$134K +2,861 +12%
Raymond James Financial
36
Raymond James Financial
Florida
$1.22M +$315K +6,741 +34%
LFG
37
Lockerman Financial Group
California
$1.08M -$899K -19,261 -45%
SFC
38
Strategic Financial Concepts
Texas
$1.06M +$747K +16,015 +235%
BFG
39
Berger Financial Group
Minnesota
$1.02M -$124K -2,661 -11%
GWM
40
Geneos Wealth Management
Colorado
$1.01M +$63.6K +1,363 +7%
CAM
41
Cobblestone Asset Management
Virginia
$907K +$46.4K +994 +5%
AFA
42
Arlington Financial Advisors
California
$821K +$177K +3,801 +27%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$729K +$73.3K +1,570 +11%
MWA
44
MN Wealth Advisors
Kansas
$711K -$793 -17 -0.1%
NFG
45
Northbridge Financial Group
Florida
$645K +$649K +13,904 New
TPWA
46
Twin Peaks Wealth Advisors
California
$568K -$26.6K -571 -4%
AOWM
47
Alpha Omega Wealth Management
Virginia
$562K +$4.25K +91 +0.8%
EWM
48
Elevation Wealth Management
Minnesota
$499K +$500K +10,717 New
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$490K -$190K -4,080 -28%
SMI
50
Shelter Mutual Insurance
Missouri
$483K