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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

90 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
15
Increased
21
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B
2
Morgan Stanley
2
Morgan Stanley
New York
$38.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$11.8M
4
B
4
Bensler
Washington
$12.9M
5
CA
5
CGN Advisors
Kansas
$12.3M

Top Sellers

1
SP
1
Symmetry Partners
Connecticut
$0
2
Jane Street
2
Jane Street
New York
$1.66M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.3M
4
LPL Financial
4
LPL Financial
California
$89.6M
5
Bank of America
5
Bank of America
North Carolina
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
SMI
51
Shelter Mutual Insurance
Missouri
$484K 10,400 – –
TCA
52
Transcend Capital Advisors
New Jersey
$479K 10,294 +1,246 +14%
CWA
53
Continuum Wealth Advisors
New York
$432K 9,277 +491 +6%
WEG
54
World Equity Group
Illinois
$400K 8,600 -148 -2%
SPI
55
Sutton Place Investors
New York
$382K 8,200 -227 -3%
PIA
56
Perennial Investment Advisors
California
$345K 7,415 -300 -4%
TPWA
57
Twin Peaks Wealth Advisors
California
$329K 7,067 +7,067 New
PAG
58
Private Advisor Group
New Jersey
$319K 6,856 +586 +9%
CTC
59
Central Trust Company
Missouri
$286K 6,140 -2,646 -30%
BFA
60
Beacon Financial Advisory
Ohio
$240K 5,153 -2,015 -28%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$236K 5,065 -518 -9%
PTC
62
Private Trust Company
Ohio
$235K 5,050 -1,827 -27%
VNA
63
Valley National Advisers
Pennsylvania
$221K 4,759 +692 +17%
CAM
64
Cobblestone Asset Management
Virginia
$221K 4,744 +4,744 New
AF
65
Allworth Financial
California
$218K 4,675 -2,076 -31%
Renaissance Technologies
66
Renaissance Technologies
New York
$214K 4,600 +4,600 New
NB
67
Nicolet Bankshares
Wisconsin
$210K 4,521 +4,521 New
GRP
68
Global Retirement Partners
California
$172K 3,734 +1,764 +90%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$171K 3,667 -205 -5%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$135K 2,908 +2,908 New
Comerica Bank
71
Comerica Bank
Texas
$135K 2,908 +3 +0.1%
FFA
72
Farther Finance Advisors
California
$102K 2,184 -691 -24%
GM
73
GeoWealth Management
Illinois
$84K 1,809 -244 -12%
IGWM
74
ICA Group Wealth Management
Colorado
$62.9K 1,351 +1,351 New
IA
75
IFP Advisors
Florida
$33.4K 717 +717 New
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3
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