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JPMorgan BetaBuilders US Aggregate Bond ETF

110 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 53.73%55.34% (+1.6%)

1% more capital invested

Capital invested by funds: $622M → $626M (+$3.52M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less funds holding

Funds holding: 114110 (-4)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$1.91M +$463K +9,956 +32%
LPT
27
Legacy Private Trust
Wisconsin
$1.9M -$5.34K -115 -0.3%
IWN
28
Independent Wealth Network
Iowa
$1.78M +$1.79M +38,566 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.7M -$1.25M -26,948 -42%
KA
30
Kovack Advisors
Florida
$1.64M -$2.6K -56 -0.2%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.48M -$544K -11,715 -27%
GSEP
32
Golden State Equity Partners
California
$1.38M +$1.39M +29,824 New
AFA
33
Arlington Financial Advisors
California
$1.26M +$447K +9,629 +54%
SFC
34
Strategic Financial Concepts
Texas
$1.26M +$207K +4,462 +20%
Raymond James Financial
35
Raymond James Financial
Florida
$1.14M -$75.4K -1,622 -6%
LFG
36
Lockerman Financial Group
California
$1.06M -$9.99K -215 -0.9%
SHJ
37
Sharkey, Howes & Javer
Colorado
$1.05M -$733K -15,767 -41%
CAM
38
Cobblestone Asset Management
Virginia
$865K -$37.5K -806 -4%
GWM
39
Geneos Wealth Management
Colorado
$831K -$172K -3,700 -17%
MWA
40
MN Wealth Advisors
Kansas
$819K +$113K +2,429 +16%
BFG
41
Berger Financial Group
Minnesota
$800K -$215K -4,629 -21%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$787K +$731K +15,730 +1,173%
IWC
43
Integrated Wealth Concepts
Massachusetts
$750K +$304K +6,547 +67%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$658K -$66.6K -1,434 -9%
NFG
45
Northbridge Financial Group
Florida
$623K -$19.5K -419 -3%
WA
46
WBH Advisory
Maryland
$570K +$576K +12,402 New
AOWM
47
Alpha Omega Wealth Management
Virginia
$562K +$2.46K +53 +0.4%
FFA
48
Founders Financial Alliance
North Carolina
$561K +$399K +8,581 +240%
PCIA
49
Prime Capital Investment Advisors
Kansas
$548K +$552K +11,879 New
TPWA
50
Twin Peaks Wealth Advisors
California
$538K -$26.6K -572 -5%