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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $871M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
35
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
51
Twin Peaks Wealth Advisors
California
$456K +$98.1K +2,154 +27%
BOC
52
Blue Oak Capital
California
$440K +$440K +9,550 New
AC
53
Avestar Capital
New York
$435K
SPI
54
Sutton Place Investors
New York
$388K -$39.9K -866 -9%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$386K -$461K -10,002 -54%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$345K -$132K -2,852 -28%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$314K -$61.9K -1,342 -16%
PIA
58
Perennial Investment Advisors
California
$313K +$4.7K +102 +2%
SPIA
59
Steward Partners Investment Advisory
New York
$302K -$27.5K -597 -8%
PWM
60
Perigon Wealth Management
California
$301K -$388K -8,408 -56%
AI
61
Atria Investments
North Carolina
$279K -$27.2K -590 -9%
FWM
62
Fonville Wealth Management
Virginia
$270K +$507 +11 +0.2%
GIA
63
Gladstone Institutional Advisory
Florida
$263K -$692 -15 -0.3%
Financial Engines Advisors
64
Financial Engines Advisors
California
$258K +$258K +5,604 New
B
65
Bensler
Washington
$255K
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$248K -$12.7K -275 -5%
Comerica Bank
67
Comerica Bank
Texas
$221K +$90.9K +1,972 +70%
BFG
68
Bouchey Financial Group
New York
$218K
PAG
69
Private Advisor Group
New Jersey
$216K -$20.5K -444 -9%
PTC
70
Private Trust Company
Ohio
$203K +$25K +543 +14%
US Bancorp
71
US Bancorp
Minnesota
$137K
AF
72
Allworth Financial
California
$114K -$11.3K -247 -9%
MHR
73
Matthew Hamilton Rosenberg
$91.2K +$22.9K +496 +33%
IA
74
IFP Advisors
Florida
$50.4K +$15.1K +328 +43%
FFA
75
Farther Finance Advisors
California
$46.4K +$25.5K +553 +122%