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JPMorgan BetaBuilders US Aggregate Bond ETF

95 hedge funds and large institutions have $979M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
31
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VCP
51
Verus Capital Partners
Arizona
$473K 10,421 -343 -3%
SMI
52
Shelter Mutual Insurance
Missouri
$472K 10,400
CFGS
53
Concourse Financial Group Securities
Alabama
$449K 9,895 -790 -7%
GWM
54
Geneos Wealth Management
Colorado
$448K 9,864 +2,436 +33%
CAM
55
Cobblestone Asset Management
Virginia
$439K 9,657 +1,677 +21%
TPWA
56
Twin Peaks Wealth Advisors
California
$370K 8,151 +895 +12%
GIA
57
Gladstone Institutional Advisory
Florida
$346K 7,630 -2,949 -28%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$327K 7,200 -33 -0.5%
CFG
59
Cooper Financial Group
California
$318K 6,992 -10,630 -60%
PIA
60
Perennial Investment Advisors
California
$296K 6,529 -338 -5%
AI
61
Atria Investments
North Carolina
$292K 6,441 -47,935 -88%
FWM
62
Fonville Wealth Management
Virginia
$275K 6,047 -92 -1%
BFA
63
Beacon Financial Advisory
Ohio
$234K 5,153
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$228K 5,028 -737 -13%
TVM
65
True Vision MN
Minnesota
$212K 4,661 -435 -9%
IP
66
Ignite Planners
California
$209K 4,588 +4,588 New
AF
67
Allworth Financial
California
$188K 4,095 -461 -10%
PTC
68
Private Trust Company
Ohio
$166K 3,661 -361 -9%
US Bancorp
69
US Bancorp
Minnesota
$135K 2,966
Comerica Bank
70
Comerica Bank
Texas
$128K 2,825
FFA
71
Farther Finance Advisors
California
$92.1K 2,047 -38 -2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$79.8K 1,743 +1,506 +635%
GRP
73
Global Retirement Partners
California
$75K 1,652 -3,207 -66%
GM
74
GeoWealth Management
Illinois
$46.7K 1,028 -198 -16%
AA
75
Ancora Advisors
Ohio
$42.1K 928 -318 -26%