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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $871M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
35
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
76
Sunbelt Securities
Texas
$32.8K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$25.6K +$12.7K +275 +98%
LFA
78
LGT Financial Advisors
Texas
$18.7K -$2.12K -46 -10%
CTC
79
Central Trust Company
Missouri
$14.8K
BCWM
80
Bartlett & Co Wealth Management
Ohio
$12.6K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$10.9K
BC
82
Barrett & Company
Rhode Island
$7.61K
AWM
83
AE Wealth Management
Kansas
$6.13K +$6.13K +133 New
WTC
84
WhitTier Trust Company
Nevada
$4.93K +$4.93K +107 New
KFI
85
Key Financial Inc
Pennsylvania
$4.29K
NA
86
NewEdge Advisors
Louisiana
$4.24K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3K +$3K +74 New
SWM
88
Spire Wealth Management
Virginia
$2.12K -$92 -2 -4%
CA
89
CoreCap Advisors
Michigan
$184
HI
90
Harbour Investments
Wisconsin
$46
Wells Fargo
91
Wells Fargo
California
$4 -$12K -265 Closed
PAS
92
Park Avenue Securities
New York
-$4.1M -90,659 Closed
CFGS
93
Concourse Financial Group Securities
Alabama
-$490K -10,830 Closed
VCP
94
Verus Capital Partners
Arizona
-$432K -9,565 Closed
Ameriprise
95
Ameriprise
Minnesota
-$372K -8,237 Closed
WEG
96
World Equity Group
Illinois
-$298K -6,600 Closed
JC
97
JB Capital
Connecticut
-$274K -6,074 Closed
GM
98
GeoWealth Management
Illinois
-$46.4K -1,028 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
-$6.69K -148 Closed
UBS Group
100
UBS Group
Switzerland
-$1.04K -23 Closed