BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Overview Fund Activity

97 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
28
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
Jane Street
2
Jane Street
New York
$9.32M
3
CCA
3
Clearwater Capital Advisors
Illinois
$42.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.2M
5
TWP
5
Triad Wealth Partners
Kansas
$2.18M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$637M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.05M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.9M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GM
76
GeoWealth Management
Illinois
$46.4K 1,028 -1 -0.1%
IA
77
IFP Advisors
Florida
$34.5K 764 -13 -2%
SS
78
Sunbelt Securities
Texas
$32.3K 711 – –
FFA
79
Farther Finance Advisors
California
$20.6K 455 -600 -57%
LFA
80
LGT Financial Advisors
Texas
$20.4K 451 -7 -2%
CTC
81
Central Trust Company
Missouri
$14.5K 322 – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$12.7K 280 +64 +30%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$12.4K 274 +274 New
Wells Fargo
84
Wells Fargo
California
$12K 265 -2,158 -89%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$10.7K 237 – –
BC
86
Barrett & Company
Rhode Island
$7.46K 165 – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$6.69K 148 -36 -20%
KFI
88
Key Financial Inc
Pennsylvania
$4.2K 93 – –
NA
89
NewEdge Advisors
Louisiana
$4.16K 92 – –
WWP
90
WR Wealth Planners
Missouri
$2.4K 53 – –
SWM
91
Spire Wealth Management
Virginia
$2.17K 48 -37 -44%
UBS Group
92
UBS Group
Switzerland
$1.04K 23 +23 New
RIL
93
Rothschild Investment LLC
Illinois
$587 13 +13 New
RWPA
94
Richard W. Paul & Associates
Michigan
$542 12 -28 -70%
SS
95
SBI Securities
Japan
$452 10 +10 New
CA
96
CoreCap Advisors
Michigan
$181 4 +4 New
HI
97
Harbour Investments
Wisconsin
$45 1 – –
Prudential Financial
98
Prudential Financial
New Jersey
– – -20,766 Closed
Empower Advisory Group
99
Empower Advisory Group
Colorado
– – -13,891 Closed
TCA
100
Transcend Capital Advisors
New Jersey
– – -11,367 Closed
1 2 3
4
5