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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

90 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
15
Increased
21
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B
2
Morgan Stanley
2
Morgan Stanley
New York
$38.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$11.8M
4
B
4
Bensler
Washington
$12.9M
5
CA
5
CGN Advisors
Kansas
$12.3M

Top Sellers

1
SP
1
Symmetry Partners
Connecticut
$0
2
Jane Street
2
Jane Street
New York
$1.66M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.3M
4
LPL Financial
4
LPL Financial
California
$89.6M
5
Bank of America
5
Bank of America
North Carolina
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$31.1K 669 +669 New
GWSG
77
GPS Wealth Strategies Group
Colorado
$25.9K 557 -61,455 -99%
LFA
78
LGT Financial Advisors
Texas
$22K 473 -973 -67%
ASN
79
Advisory Services Network
Georgia
$15.8K 339 +339 New
CPA
80
Clear Point Advisors
New York
$14K 302 +302 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11.1K 237 – –
BC
82
Barrett & Company
Rhode Island
$7.68K 165 – –
Wells Fargo
83
Wells Fargo
California
$4.99K 107 +106 +10,600%
KFI
84
Key Financial Inc
Pennsylvania
$4.33K 93 – –
SWM
85
Spire Wealth Management
Virginia
$3.54K 77 +5 +7%
SSB
86
Sandy Spring Bank
Maryland
$3.26K 70 – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3K 69 -351 -84%
CFD
88
Creative Financial Designs
Indiana
$1.32K 28 +28 New
CWM
89
Cranbrook Wealth Management
Michigan
$140 3 +3 New
HI
90
Harbour Investments
Wisconsin
$47 1 +1 New
SP
91
Symmetry Partners
Connecticut
– – -1,508,568 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– – -93,123 Closed
AWM
93
AE Wealth Management
Kansas
– – -59,628 Closed
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
– – -16,481 Closed
GCM
95
Gallacher Capital Management
Colorado
– – -7,695 Closed
AFAS
96
Acorn Financial Advisory Services
Virginia
– – -6,188 Closed
CFS
97
CRA Financial Services
New Jersey
– – -4,900 Closed
BPA
98
Beacon Pointe Advisors
California
– – -4,862 Closed
LWM
99
Lodestone Wealth Management
Washington
– – -4,850 Closed
UBS Group
100
UBS Group
Switzerland
– – -545 Closed
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4
5