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JPMorgan BetaBuilders US Aggregate Bond ETF

110 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 53.73%55.34% (+1.6%)

1% more capital invested

Capital invested by funds: $622M → $626M (+$3.52M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less funds holding

Funds holding: 114110 (-4)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$6.69K
LWM
102
Lodestone Wealth Management
Washington
$6.29K +$46 +1 +0.7%
KFI
103
Key Financial Inc
Pennsylvania
$4.29K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$4.29K
SWM
105
Spire Wealth Management
Virginia
$3.69K +$465 +10 +14%
CTC
106
Central Trust Company
Missouri
$1.15K -$2.79K -60 -71%
Wells Fargo
107
Wells Fargo
California
$995 -$104K -2,228 -99%
SS
108
SBI Securities
Japan
$415 -$46 -1 -10%
HI
109
Harbour Investments
Wisconsin
$46
EWA
110
EverSource Wealth Advisors
Alabama
$26
SWM
111
SHP Wealth Management
Massachusetts
$3
Goldman Sachs
112
Goldman Sachs
New York
-$2.89M -62,308 Closed
FTUS
113
Flow Traders U.S.
New York
-$2.67M -57,524 Closed
CWA
114
Continuum Wealth Advisors
New York
-$427K -9,190 Closed
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
-$347K -7,485 Closed
BCA
116
Bay Colony Advisors
Massachusetts
-$304K -6,559 Closed
JWCA
117
J.W. Cole Advisors
Florida
-$265K -5,716 Closed
MOS
118
MGO One Seven
Ohio
-$221K -4,754 Closed
HWAM
119
Hennion & Walsh Asset Management
New Jersey
-$207K -4,456 Closed
GF
120
GGM Financials
Ohio
-$55.8K -1,203 Closed
CSP
121
Cary Street Partners
Virginia
-$53.2K -1,146 Closed
LFG
122
Larson Financial Group
Missouri
-$45.6K -982 Closed
FW
123
Fairway Wealth
Ohio
-$34.5K -743 Closed
AWM
124
AE Wealth Management
Kansas
-$30.7K -662 Closed
WAG
125
Wilkerson Advisory Group
Missouri
-$2.46K -53 Closed