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JPMorgan BetaBuilders US Aggregate Bond ETF

114 hedge funds and large institutions have $622M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 56 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

18% more funds holding

Funds holding: 97114 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.44% less ownership

Funds ownership: 58.18%53.73% (-4.4%)

17% less capital invested

Capital invested by funds: $753M → $622M (-$130M)

46% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 56

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
30
Reduced
56
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Bouchey Financial Group
New York
$219K -$47 -1 -0%
HWAM
77
Hennion & Walsh Asset Management
New Jersey
$207K -$1.35K -29 -0.6%
IA
78
IFP Advisors
Florida
$197K -$109K -2,335 -35%
SPIA
79
Steward Partners Investment Advisory
New York
$193K +$15.1K +324 +8%
TFA
80
Transamerica Financial Advisors
Florida
$175K -$97.1K -2,081 -36%
GRP
81
Global Retirement Partners
California
$171K -$211K -4,519 -55%
PTC
82
Private Trust Company
Ohio
$171K -$155K -3,316 -47%
FFA
83
Founders Financial Alliance
North Carolina
$166K +$167K +3,576 New
MHR
84
Matthew Hamilton Rosenberg
$144K -$1.12K -24 -0.8%
Wells Fargo
85
Wells Fargo
California
$104K -$32.7K -701 -24%
US Bancorp
86
US Bancorp
Minnesota
$101K
AF
87
Allworth Financial
California
$96.5K -$3.97K -85 -4%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$62.2K +$62.6K +1,341 New
GF
89
GGM Financials
Ohio
$55.8K -$4.85K -104 -8%
CSP
90
Cary Street Partners
Virginia
$53.2K +$53.5K +1,146 New
LFG
91
Larson Financial Group
Missouri
$45.6K +$45.8K +982 New
FW
92
Fairway Wealth
Ohio
$34.5K +$34.7K +743 New
SS
93
Sunbelt Securities
Texas
$33K
AWM
94
AE Wealth Management
Kansas
$30.7K +$30K +643 +3,384%
FFA
95
Farther Finance Advisors
California
$29.7K -$16.7K -358 -36%
LFA
96
LGT Financial Advisors
Texas
$28.8K +$8.4K +180 +41%
CAM
97
Clarity Asset Management
Iowa
$19K +$187 +4 +1%
SWP
98
Strategic Wealth Partners
Ohio
$16.7K +$16.8K +360 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$14.5K -$280 -6 -2%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$12.8K