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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

97 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
28
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
Jane Street
2
Jane Street
New York
$9.32M
3
CCA
3
Clearwater Capital Advisors
Illinois
$42.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.2M
5
TWP
5
Triad Wealth Partners
Kansas
$2.18M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$637M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.05M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.9M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPI
51
Sutton Place Investors
New York
$419K 9,275 -7,047 -43%
AG
52
Ascent Group
Virginia
$413K 9,142 -8,948 -49%
Ameriprise
53
Ameriprise
Minnesota
$372K 8,237 +8,237 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$368K 8,148 +795 +11%
TPWA
55
Twin Peaks Wealth Advisors
California
$355K 7,860 -1,246 -14%
SPIA
56
Steward Partners Investment Advisory
New York
$322K 7,137 -4,827 -40%
PIA
57
Perennial Investment Advisors
California
$302K 6,688 +41 +0.6%
AI
58
Atria Investments
North Carolina
$300K 6,633 -10 -0.2%
WEG
59
World Equity Group
Illinois
$298K 6,600 +6,600 New
JC
60
JB Capital
Connecticut
$274K 6,074 +60 +1%
FWM
61
Fonville Wealth Management
Virginia
$264K 5,835 -191 -3%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$263K 5,829 +397 +7%
GIA
63
Gladstone Institutional Advisory
Florida
$259K 5,725 -1,902 -25%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$255K 5,654 +5,654 New
B
65
Bensler
Washington
$250K 5,540 +1 +0%
PAG
66
Private Advisor Group
New Jersey
$232K 5,127 +824 +19%
5W
67
5T Wealth
California
$230K 5,101 +5,101 New
BFG
68
Bouchey Financial Group
New York
$213K 4,721 +4,721 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$210K 4,652 +4,652 New
PTC
70
Private Trust Company
Ohio
$174K 3,854 – –
US Bancorp
71
US Bancorp
Minnesota
$134K 2,966 – –
Comerica Bank
72
Comerica Bank
Texas
$128K 2,825 – –
AF
73
Allworth Financial
California
$124K 2,739 -3 -0.1%
GRP
74
Global Retirement Partners
California
$83.5K 1,849 +29 +2%
MHR
75
Matthew Hamilton Rosenberg
$66.9K 1,481 +1,481 New
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3
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