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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
25
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$906M
2
LPL Financial
2
LPL Financial
California
$171M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33.9M
4
Bank of America
4
Bank of America
North Carolina
$67.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$548K
2
VCM
2
Vivaldi Capital Management
Illinois
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$7.08M
4
LWM
4
Lodestone Wealth Management
Washington
$234K
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPI
51
Sutton Place Investors
New York
$401K 8,551 +342 +4%
GCM
52
Gallacher Capital Management
Colorado
$383K 8,167 -106 -1%
CWA
53
Continuum Wealth Advisors
New York
$338K 7,193 +7,193 New
CA
54
Cetera Advisors
Colorado
$324K 6,899 +6,899 New
TCA
55
Transcend Capital Advisors
New Jersey
$284K 6,042 -985 -14%
JWCA
56
J.W. Cole Advisors
Florida
$267K 5,697 – –
LWM
57
Lodestone Wealth Management
Washington
$234K 4,980 -56,601 -92%
CFS
58
CRA Financial Services
New Jersey
$230K 4,900 -1,100 -18%
LFAS
59
Level Four Advisory Services
Texas
$223K 4,751 – –
NL
60
NWAM LLC
Washington
$219K 4,663 +4,663 New
PA
61
Pinnacle Associates
New York
$201K 4,288 +4,288 New
PA
62
PFG Advisors
Arizona
$201K 4,282 +4,282 New
SC
63
Slow Capital
California
$195K 4,156 +4,156 New
GRP
64
Global Retirement Partners
California
$124K 2,627 +2,572 +4,676%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$116K 2,461 +1,622 +193%
UBS Group
66
UBS Group
Switzerland
$71.6K 1,526 -1,852 -55%
US Bancorp
67
US Bancorp
Minnesota
$56.3K 1,199 -405 -25%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$12K 269 -4,872 -95%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$11.1K 237 – –
BC
70
Barrett & Company
Rhode Island
$7.75K 165 – –
KFI
71
Key Financial Inc
Pennsylvania
$4.37K 93 +93 New
BAM
72
Belpointe Asset Management
Nevada
$4.13K 88 – –
TFGT
73
TS Financial Group (TSFG)
Illinois
$3K 73 +73 New
AAS
74
Ameritas Advisory Services
Nebraska
$2.3K 49 +49 New
Wells Fargo
75
Wells Fargo
California
– – – –
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3
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