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JPMorgan BetaBuilders US Aggregate Bond ETF

111 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$212K
AI
77
Atria Investments
North Carolina
$207K
PTC
78
Private Trust Company
Ohio
$170K
MHR
79
Matthew Hamilton Rosenberg
$138K
ATS
80
Ashton Thomas Securities
New York
$132K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$101K
US Bancorp
82
US Bancorp
Minnesota
$101K
AF
83
Allworth Financial
California
$95.8K
WWM
84
Western Wealth Management
Colorado
$67.8K
ASN
85
Advisory Services Network
Georgia
$61.9K
CPG
86
Cornerstone Planning Group
New Jersey
$29K
LFA
87
LGT Financial Advisors
Texas
$28.4K
SS
88
Sunbelt Securities
Texas
$26.8K
FFA
89
Farther Finance Advisors
California
$25.5K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$25K
TFG
91
Team Financial Group
California
$19.8K
CAM
92
Clarity Asset Management
Iowa
$19.1K
UBS Group
93
UBS Group
Switzerland
$17.8K
SWP
94
Strategic Wealth Partners
Ohio
$16.6K
BCWM
95
Bartlett & Co Wealth Management
Ohio
$12.5K
ATPW
96
Ashton Thomas Private Wealth
Arizona
$12.2K
CAL
97
Capital Analysts LLC
Pennsylvania
$12K
TFA
98
Transamerica Financial Advisors
Florida
$11.8K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$10.9K
WTC
100
WhitTier Trust Company
Nevada
$9.06K