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JPMorgan BetaBuilders US Aggregate Bond ETF

99 hedge funds and large institutions have $743M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
36
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$217K -$85.2K -1,846 -28%
FA
77
Flagstar Advisors
New York
$212K +$212K +4,585 New
MHR
78
Matthew Hamilton Rosenberg
$162K +$70.3K +1,522 +77%
AF
79
Allworth Financial
California
$122K +$6.83K +148 +6%
US Bancorp
80
US Bancorp
Minnesota
$101K -$36.1K -781 -26%
FFA
81
Farther Finance Advisors
California
$46.1K -$462 -10 -1%
SS
82
Sunbelt Securities
Texas
$32.1K
CAM
83
Clarity Asset Management
Iowa
$18.5K +$18.5K +401 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$18.3K -$7.35K -159 -29%
LFA
85
LGT Financial Advisors
Texas
$18.1K -$600 -13 -3%
TIM
86
Total Investment Management
Arizona
$17.3K +$17.3K +374 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$16K +$12.8K +291 +393%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$12.7K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10.9K
CTC
90
Central Trust Company
Missouri
$10.3K -$4.62K -100 -31%
WTC
91
WhitTier Trust Company
Nevada
$9.09K +$4.15K +90 +84%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$5.49K +$5.49K +119 New
KFI
93
Key Financial Inc
Pennsylvania
$4.29K
AAS
94
Ameritas Advisory Services
Nebraska
$2.26K +$2.26K +49 New
SWM
95
Spire Wealth Management
Virginia
$1.75K -$369 -8 -17%
AWM
96
AE Wealth Management
Kansas
$880 -$5.28K -114 -86%
SS
97
SBI Securities
Japan
$323 +$323 +7 New
CA
98
CoreCap Advisors
Michigan
$185
HI
99
Harbour Investments
Wisconsin
$46
Wells Fargo
100
Wells Fargo
California
$6 -$4