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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

62 hedge funds and large institutions have $664M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
29
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$38.9M
3
BFG
3
Berger Financial Group
Minnesota
$37.2M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$5.93M
5
TIM
5
Total Investment Management
Arizona
$57.5M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$45.3M
2
Jane Street
2
Jane Street
New York
$0
3
ACM
3
Avalon Capital Management
California
$4.28M
4
LPL Financial
4
LPL Financial
California
$2.84M
5
BWP
5
BSW Wealth Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M 10,597,704 +4,432,650 +72%
TIM
2
Total Investment Management
Arizona
$57.5M 2,065,956 +159,615 +8%
AWA
3
ARS Wealth Advisors
Florida
$46.2M 1,657,854 +80,145 +5%
CW
4
CreativeOne Wealth
Kansas
$45.3M 1,627,373 -523,538 -24%
IWC
5
Integrated Wealth Concepts
Massachusetts
$38.9M 1,397,028 +1,397,028 New
BFG
6
Berger Financial Group
Minnesota
$37.2M 1,336,817 +1,336,817 New
RJA
7
Raymond James & Associates
Florida
$14.2M 510,683 +100,552 +25%
IDA
8
Intelligence Driven Advisers
California
$11.6M 416,595 +24,444 +6%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$10.3M 370,111 +15,958 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.73M 277,670 +49,231 +22%
SPL
11
Smart Portfolios LLC
Washington
$7.19M 258,274 +2,886 +1%
CCG
12
Cypress Capital Group
Florida
$7.06M 253,341 +77,436 +44%
MIAN
13
Mariner Independent Advisor Network
Kansas
$5.93M 212,757 +193,954 +1,032%
Citadel Advisors
14
Citadel Advisors
Florida
$5.62M 201,824 +86,125 +74%
SWM
15
Strategic Wealth Management
Washington
$5.6M 201,230 -1,502 -0.7%
Morgan Stanley
16
Morgan Stanley
New York
$4.79M 171,844 +99,487 +137%
GM
17
GeoWealth Management
Illinois
$4.54M 163,029 +7,080 +5%
ACM
18
Avalon Capital Management
California
$4.28M 153,817 -60,692 -28%
CA
19
CGN Advisors
Kansas
$4.21M 151,048 +151,048 New
EIA
20
Eldridge Investment Advisors
New Hampshire
$4.18M 150,058 +8,082 +6%
SCM
21
Stonehearth Capital Management
Massachusetts
$4.14M 148,705 +7,822 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.01M 143,894 -8,903 -6%
LPT
23
Legacy Private Trust
Wisconsin
$3.92M 140,576 +74,007 +111%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
– – – –
LPL Financial
25
LPL Financial
California
$2.84M 101,977 -20,468 -17%
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