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JPMorgan BetaBuilders US Aggregate Bond ETF

98 hedge funds and large institutions have $742M 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, 38 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.32%
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
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMI
51
Shelter Mutual Insurance
Missouri
$480K 10,400
5W
52
5T Wealth
California
$471K 10,193 -2,972 -23%
PWM
53
Perigon Wealth Management
California
$449K 9,735 +3,213 +49%
AC
54
Avestar Capital
New York
$435K 9,428
BOC
55
Blue Oak Capital
California
$431K 9,329 -221 -2%
SFC
56
Strategic Financial Concepts
Texas
$395K 8,543 -22,289 -72%
SPI
57
Sutton Place Investors
New York
$371K 8,034 -375 -4%
SI
58
Stephens Inc
Arkansas
$359K 7,785 -2,840 -27%
JWCA
59
J.W. Cole Advisors
Florida
$358K 7,750 +7,750 New
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$332K 7,196 -289 -4%
PTC
61
Private Trust Company
Ohio
$324K 7,012 +2,615 +59%
PIA
62
Perennial Investment Advisors
California
$321K 6,956 +166 +2%
GS
63
GTS Securities
New York
$320K 6,936 +6,936 New
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$303K 6,607 -199 -3%
GRP
65
Global Retirement Partners
California
$302K 6,540 +6,540 New
AI
66
Atria Investments
North Carolina
$297K 6,427 +384 +6%
Comerica Bank
67
Comerica Bank
Texas
$276K 5,986 +1,189 +25%
FWM
68
Fonville Wealth Management
Virginia
$269K 5,817 -29 -0.5%
GIA
69
Gladstone Institutional Advisory
Florida
$261K 5,645 -65 -1%
IA
70
IFP Advisors
Florida
$250K 5,421 +4,329 +396%
B
71
Bensler
Washington
$246K 5,338 -202 -4%
PAG
72
Private Advisor Group
New Jersey
$245K 5,317 +634 +14%
BFG
73
Bouchey Financial Group
New York
$218K 4,721
IP
74
Ignite Planners
California
$218K 4,767 +4,767 New
SPIA
75
Steward Partners Investment Advisory
New York
$217K 4,694 -1,846 -28%