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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$94.5M
2
OMC
2
Old Mission Capital
Illinois
$9.79M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.7M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$18.6M
5
CA
5
CGN Advisors
Kansas
$16.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$788M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.22M
3
BFG
3
Berger Financial Group
Minnesota
$16.7M
4
LPL Financial
4
LPL Financial
California
$76.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
SMI
51
Shelter Mutual Insurance
Missouri
$477K 10,400 – –
SPI
52
Sutton Place Investors
New York
$401K 8,752 +552 +7%
WEG
53
World Equity Group
Illinois
$392K 8,539 -61 -0.7%
Prudential Financial
54
Prudential Financial
New Jersey
$381K 8,307 +8,307 New
CAM
55
Cobblestone Asset Management
Virginia
$366K 7,980 +3,236 +68%
GWM
56
Geneos Wealth Management
Colorado
$341K 7,428 +7,428 New
TPWA
57
Twin Peaks Wealth Advisors
California
$333K 7,256 +189 +3%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$332K 7,233 +7,233 New
PIA
59
Perennial Investment Advisors
California
$315K 6,867 -548 -7%
FWM
60
Fonville Wealth Management
Virginia
$282K 6,139 +6,139 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$264K 5,765 +700 +14%
BFA
62
Beacon Financial Advisory
Ohio
$236K 5,153 – –
TVM
63
True Vision MN
Minnesota
$227K 5,096 -10,376 -67%
GRP
64
Global Retirement Partners
California
$223K 4,859 +1,125 +30%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$222K 4,844 +1,177 +32%
PAG
66
Private Advisor Group
New Jersey
$213K 4,648 -2,208 -32%
AF
67
Allworth Financial
California
$209K 4,556 -119 -3%
PTC
68
Private Trust Company
Ohio
$184K 4,022 -1,028 -20%
VNA
69
Valley National Advisers
Pennsylvania
$184K 4,017 -742 -16%
CTC
70
Central Trust Company
Missouri
$177K 3,869 -2,271 -37%
US Bancorp
71
US Bancorp
Minnesota
$136K 2,966 +2,966 New
Comerica Bank
72
Comerica Bank
Texas
$130K 2,825 -83 -3%
UBS Group
73
UBS Group
Switzerland
$103K 2,246 +2,246 New
FFA
74
Farther Finance Advisors
California
$94.6K 2,085 -99 -5%
AA
75
Ancora Advisors
Ohio
$57.2K 1,246 +1,246 New
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3
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