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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $1.03B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
20
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$689M
2
HCA
2
Heck Capital Advisors
Wisconsin
$11.6M
3
CCA
3
Clearwater Capital Advisors
Illinois
$21.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.01M
5
B
5
Bensler
Washington
$4.3M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$320K
2
AWAG
2
ARS Wealth Advisors Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
ACP
4
Aveo Capital Partners
Colorado
$299K
5
OMC
5
Old Mission Capital
Illinois
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
SPI
51
Sutton Place Investors
New York
$376K 8,209 +8,209 New
TCA
52
Transcend Capital Advisors
New Jersey
$322K 7,027 +1,869 +36%
IDA
53
Intelligence Driven Advisers
California
$320K 6,843 -407,658 -98%
ACP
54
Aveo Capital Partners
Colorado
$299K 6,539 -170,696 -96%
CFS
55
CRA Financial Services
New Jersey
$275K 6,000 -3,910 -39%
JWCA
56
J.W. Cole Advisors
Florida
$261K 5,697 – –
AFAS
57
Acorn Financial Advisory Services
Virginia
$256K 5,589 +5,589 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$235K 5,141 – –
SPIA
59
Steward Partners Investment Advisory
New York
$222K 4,844 +3,500 +260%
LFAS
60
Level Four Advisory Services
Texas
$218K 4,751 -142 -3%
UBS Group
61
UBS Group
Switzerland
$155K 3,378 -4,073 -55%
US Bancorp
62
US Bancorp
Minnesota
$73.4K 1,604 +1,604 New
GWM
63
Geneos Wealth Management
Colorado
$51.8K 1,131 – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$38.4K 839 -196 -19%
IA
65
IFP Advisors
Florida
$21K 390 +390 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$11K 237 – –
MCC
67
Money Concepts Capital
Florida
$9.62K 210 +20 +11%
BC
68
Barrett & Company
Rhode Island
$7.56K 165 – –
BAM
69
Belpointe Asset Management
Nevada
$4.03K 88 +88 New
TRCT
70
Tower Research Capital (TRC)
New York
$3K 70 -30 -30%
GRP
71
Global Retirement Partners
California
$2.52K 55 – –
ASN
72
Advisory Services Network
Georgia
$1.37K 30 +30 New
CAL
73
Capital Analysts LLC
Pennsylvania
$1K 25 – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$46 1 +1 New
AWAG
75
ARS Wealth Advisors Group
Florida
– – -407,507 Closed
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3
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