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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$94.5M
2
OMC
2
Old Mission Capital
Illinois
$9.79M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.7M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$18.6M
5
CA
5
CGN Advisors
Kansas
$16.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$788M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.22M
3
BFG
3
Berger Financial Group
Minnesota
$16.7M
4
LPL Financial
4
LPL Financial
California
$76.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
GM
76
GeoWealth Management
Illinois
$56.2K 1,226 -583 -32%
IGWM
77
ICA Group Wealth Management
Colorado
$42.9K 935 -416 -31%
SS
78
Sunbelt Securities
Texas
$30.7K 669 – –
RWPA
79
Richard W. Paul & Associates
Michigan
$25.2K 549 -57,686 -99%
IA
80
IFP Advisors
Florida
$22.6K 493 -224 -31%
CPA
81
Clear Point Advisors
New York
$13.9K 303 +1 +0.3%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$10.9K 237 – –
LFA
83
LGT Financial Advisors
Texas
$8.91K 194 -279 -59%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$7.57K 165 +165 New
BC
85
Barrett & Company
Rhode Island
$7.57K 165 – –
KFI
86
Key Financial Inc
Pennsylvania
$4.27K 93 – –
SWM
87
Spire Wealth Management
Virginia
$3.53K 77 – –
SSB
88
Sandy Spring Bank
Maryland
$3.21K 70 – –
CA
89
CoreCap Advisors
Michigan
$2.06K 45 +45 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$872 19 +19 New
HI
91
Harbour Investments
Wisconsin
$46 1 – –
Wells Fargo
92
Wells Fargo
California
– – -107 Closed
KA
93
Kovack Advisors
Florida
– – -29,084 Closed
FTUS
94
Flow Traders U.S.
New York
– – -28,360 Closed
Renaissance Technologies
95
Renaissance Technologies
New York
– – -4,600 Closed
NB
96
Nicolet Bankshares
Wisconsin
– – -4,521 Closed
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
– – -2,908 Closed
GWSG
98
GPS Wealth Strategies Group
Colorado
– – -557 Closed
ASN
99
Advisory Services Network
Georgia
– – -339 Closed
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
– – -69 Closed
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4
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