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JPMorgan BetaBuilders US Aggregate Bond ETF

114 hedge funds and large institutions have $622M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 56 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

18% more funds holding

Funds holding: 97114 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.44% less ownership

Funds ownership: 58.18%53.73% (-4.4%)

17% less capital invested

Capital invested by funds: $753M → $622M (-$130M)

46% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 56

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
30
Reduced
56
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avestar Capital
New York
$457K +$19.9K +427 +5%
IWC
52
Integrated Wealth Concepts
Massachusetts
$450K -$706K -15,123 -61%
CWA
53
Continuum Wealth Advisors
New York
$427K -$15.4K -329 -3%
5W
54
5T Wealth
California
$418K -$77.4K -1,658 -16%
SPI
55
Sutton Place Investors
New York
$415K +$233 +5 +0.1%
PWM
56
Perigon Wealth Management
California
$385K -$38.6K -828 -9%
MMA
57
Miracle Mile Advisors
California
$353K -$5.93K -127 -2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$347K -$255K -5,466 -42%
PGF
59
Plan Group Financial
Oklahoma
$336K +$114K +2,451 +51%
SI
60
Stephens Inc
Arkansas
$331K -$30.3K -650 -8%
IP
61
Ignite Planners
California
$311K +$62K +1,328 +25%
BCA
62
Bay Colony Advisors
Massachusetts
$304K -$244K -5,225 -44%
PIA
63
Perennial Investment Advisors
California
$304K -$17.2K -368 -5%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$287K +$289K +6,187 New
CW
65
CreativeOne Wealth
Kansas
$284K -$22.7K -487 -7%
Comerica Bank
66
Comerica Bank
Texas
$269K -$4.53K -97 -2%
SG
67
StoneX Group
New York
$267K +$267K +5,717 New
JWCA
68
J.W. Cole Advisors
Florida
$265K -$137K -2,936 -34%
AI
69
Atria Investments
North Carolina
$251K -$15.4K -330 -6%
PAG
70
Private Advisor Group
New Jersey
$248K +$607 +13 +0.2%
SA
71
Sanctuary Advisors
Indiana
$240K +$241K +5,173 New
B
72
Bensler
Washington
$228K -$15.3K -327 -6%
NAS
73
Nicolet Advisory Services
Wisconsin
$225K -$887K -19,010 -80%
FWM
74
Fonville Wealth Management
Virginia
$222K -$28.1K -603 -11%
MOS
75
MGO One Seven
Ohio
$221K -$38.3K -821 -15%