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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

99 hedge funds and large institutions have $743M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
36
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.3M
5
PAS
Park Avenue Securities
New York
+$10.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$227M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$35M
3
GFG
Goldstone Financial Group
Illinois
-$8.07M
4
OMC
Old Mission Capital
Illinois
-$5.01M
5
FTUS
Flow Traders U.S.
New York
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$501K -$149K -3,234 -23%
SMI
52
Shelter Mutual Insurance
Missouri
$480K – – –
5W
53
5T Wealth
California
$471K -$137K -2,972 -23%
PWM
54
Perigon Wealth Management
California
$449K +$148K +3,213 +49%
AC
55
Avestar Capital
New York
$435K – – –
BOC
56
Blue Oak Capital
California
$431K -$10.2K -221 -2%
SFC
57
Strategic Financial Concepts
Texas
$395K -$1.03M -22,289 -72%
SPI
58
Sutton Place Investors
New York
$371K -$17.3K -375 -4%
SI
59
Stephens Inc
Arkansas
$359K -$131K -2,840 -27%
JWCA
60
J.W. Cole Advisors
Florida
$358K +$358K +7,750 New
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$332K -$13.3K -289 -4%
PTC
62
Private Trust Company
Ohio
$324K +$121K +2,615 +59%
PIA
63
Perennial Investment Advisors
California
$321K +$7.66K +166 +2%
GS
64
GTS Securities
New York
$320K +$320K +6,936 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$303K -$9.13K -199 -3%
GRP
66
Global Retirement Partners
California
$302K +$302K +6,540 New
AI
67
Atria Investments
North Carolina
$297K +$17.7K +384 +6%
Comerica Bank
68
Comerica Bank
Texas
$276K +$54.9K +1,189 +25%
FWM
69
Fonville Wealth Management
Virginia
$269K -$1.34K -29 -0.5%
GIA
70
Gladstone Institutional Advisory
Florida
$261K -$3K -65 -1%
IA
71
IFP Advisors
Florida
$250K +$200K +4,329 +396%
B
72
Bensler
Washington
$246K -$9.33K -202 -4%
PAG
73
Private Advisor Group
New Jersey
$245K +$29.3K +634 +14%
BFG
74
Bouchey Financial Group
New York
$218K – – –
IP
75
Ignite Planners
California
$218K +$218K +4,767 New
1 2
3
4 5