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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $1.58B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
18
Increased
23
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.2M
4
WAAG
4
Wealth Alliance Advisory Group
Kansas
$10.4M
5
PAS
5
Park Avenue Securities
New York
$7.74M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$967M
2
Jane Street
2
Jane Street
New York
$35.4M
3
LPL Financial
3
LPL Financial
California
$113M
4
Bank of America
4
Bank of America
North Carolina
$18.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$86.1K 1,970 -652 -25%
LFA
77
LGT Financial Advisors
Texas
$64K 1,446 -959 -40%
UBS Group
78
UBS Group
Switzerland
$24.1K 545 +545 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$19K 420 +151 +56%
PWMG
80
Provence Wealth Management Group
California
$16.5K 372 +372 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$10.7K 237 – –
BC
82
Barrett & Company
Rhode Island
$7.3K 165 – –
KFI
83
Key Financial Inc
Pennsylvania
$4.11K 93 – –
SWM
84
Spire Wealth Management
Virginia
$3.19K 72 +2 +3%
SSB
85
Sandy Spring Bank
Maryland
$3.1K 70 +70 New
TFGT
86
TS Financial Group (TSFG)
Illinois
$3K 74 – –
AWM
87
Abound Wealth Management
Tennessee
$531 12 +12 New
Wells Fargo
88
Wells Fargo
California
$36 1 +1 New
GWM
89
Geneos Wealth Management
Colorado
– – -33,898 Closed
OMC
90
Old Mission Capital
Illinois
– – -33,352 Closed
RCIM
91
Red Cedar Investment Management
Michigan
– – -20,631 Closed
NB
92
Nicolet Bankshares
Wisconsin
– – -11,431 Closed
JWCA
93
J.W. Cole Advisors
Florida
– – -5,697 Closed
PA
94
PFG Advisors
Arizona
– – -4,413 Closed
IGWM
95
ICA Group Wealth Management
Colorado
– – -3,786 Closed
AIC
96
Archer Investment Corporation
Indiana
– – -47 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
– – -2 Closed
1 2 3
4