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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $508M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 16 closing their positions.

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
7
Increased
25
Reduced
15
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$295M
3
LPT
3
Legacy Private Trust
Wisconsin
$9.38M
4
Bank of America
4
Bank of America
North Carolina
$3.5M
5
SDWIA
5
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M

Top Sellers

1
AWA
1
ARS Wealth Advisors
Florida
$0
2
CW
2
CreativeOne Wealth
Kansas
$0
3
BFG
3
Berger Financial Group
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$26.8M
5
ACM
5
Avalon Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M 10,986,214 +388,510 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$34.6M 1,288,403 -108,625 -8%
TIM
3
Total Investment Management
Arizona
$26.8M 992,853 -1,073,103 -52%
AF
4
Allworth Financial
California
$19M 705,781 +699,795 +11,691%
RJA
5
Raymond James & Associates
Florida
$14.4M 534,855 +24,172 +5%
IDA
6
Intelligence Driven Advisers
California
$12.2M 452,922 +36,327 +9%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$9.96M 371,025 +914 +0.2%
LPT
8
Legacy Private Trust
Wisconsin
$9.38M 349,224 +208,648 +148%
SPL
9
Smart Portfolios LLC
Washington
$7.66M 285,460 +27,186 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.41M 276,132 -1,538 -0.6%
CCG
11
Cypress Capital Group
Florida
$7.01M 261,082 +7,741 +3%
MIAN
12
Mariner Independent Advisor Network
Kansas
$5.88M 218,801 +6,044 +3%
SWM
13
Strategic Wealth Management
Washington
$5.87M 218,446 +17,216 +9%
Morgan Stanley
14
Morgan Stanley
New York
$5.86M 218,279 +46,435 +27%
CA
15
CGN Advisors
Kansas
$5.07M 188,762 +37,714 +25%
EIA
16
Eldridge Investment Advisors
New Hampshire
$4.11M 153,051 +2,993 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$3.82M 142,227 -59,597 -30%
Bank of America
18
Bank of America
North Carolina
$3.5M 130,307 +51,275 +65%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
– – – –
AWM
20
AE Wealth Management
Kansas
$2.73M 101,641 +5,757 +6%
LPL Financial
21
LPL Financial
California
$2.47M 91,912 -10,065 -10%
GM
22
GeoWealth Management
Illinois
$2.4M 89,363 -73,666 -45%
FWM
23
Frontier Wealth Management
Missouri
$2.28M 85,040 -615 -0.7%
B
24
Bailard
California
$2.13M 79,444 -797 -1%
AI
25
Atria Investments
North Carolina
$1.99M 74,057 +8,065 +12%
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