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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

54 hedge funds and large institutions have $455M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
8
Increased
28
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$173M
2
AWA
2
ARS Wealth Advisors
Florida
$44.1M
3
TIM
3
Total Investment Management
Arizona
$52.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.39M
5
CCG
5
Cypress Capital Group
Florida
$4.92M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$11M
2
CW
2
CreativeOne Wealth
Kansas
$60.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$620K
4
BWP
4
BSW Wealth Partners
Colorado
$542K
5
GM
5
GeoWealth Management
Illinois
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$173M 6,165,054 +3,035,997 +97%
CW
2
CreativeOne Wealth
Kansas
$60.1M 2,150,911 -807,681 -27%
TIM
3
Total Investment Management
Arizona
$52.8M 1,906,341 +146,349 +8%
AWA
4
ARS Wealth Advisors
Florida
$44.1M 1,577,709 +221,674 +16%
RJA
5
Raymond James & Associates
Florida
$11.5M 410,131 +48,061 +13%
IDA
6
Intelligence Driven Advisers
California
$11M 392,151 -1,128,766 -74%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$9.9M 354,153 -90,103 -20%
SPL
8
Smart Portfolios LLC
Washington
$7.14M 255,388 +652 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.39M 228,439 +117,687 +106%
ACM
10
Avalon Capital Management
California
$6M 214,509 -200 -0.1%
SWM
11
Strategic Wealth Management
Washington
$5.67M 202,732 +946 +0.5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
– – – –
CCG
13
Cypress Capital Group
Florida
$4.92M 175,905 +71,875 +69%
GM
14
GeoWealth Management
Illinois
$4.35M 155,949 -93,941 -38%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.27M 152,797 +7,901 +5%
EIA
16
Eldridge Investment Advisors
New Hampshire
$3.97M 141,976 +4,452 +3%
SCM
17
Stonehearth Capital Management
Massachusetts
$3.94M 140,883 +6,354 +5%
LPL Financial
18
LPL Financial
California
$3.42M 122,445 +34,904 +40%
Jane Street
19
Jane Street
New York
$3.39M 121,360 +5,783 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$3.23M 115,699 -4,718 -4%
FWM
21
Frontier Wealth Management
Missouri
$2.39M 85,639 -495 -0.6%
B
22
Bailard
California
$2.39M 85,631 +3,199 +4%
AWM
23
AE Wealth Management
Kansas
$2.23M 79,856 +1,933 +2%
SS
24
Simplicity Solutions
Minnesota
$2.23M 79,856 +1,933 +2%
AI
25
Atria Investments
North Carolina
$2.16M 77,420 +10,368 +15%
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