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JPMorgan BetaBuilders US Aggregate Bond ETF

63 hedge funds and large institutions have $1.1B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
17
Reduced
26
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$748M 14,803,196 +2,061,668 +16%
SP
2
Symmetry Partners
Connecticut
$61.3M 1,213,000 +1,213,000 New
Bank of America
3
Bank of America
North Carolina
$49M 970,512 +787,182 +429%
BFG
4
Berger Financial Group
Minnesota
$46.8M 927,309 +110,946 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.7M 727,035 -47,137 -6%
AWAG
6
ARS Wealth Advisors Group
Florida
$20.7M 410,252 -7,894 -2%
CW
7
CreativeOne Wealth
Kansas
$18.4M 363,605 +104,333 +40%
RJA
8
Raymond James & Associates
Florida
$14.7M 291,169 -2,602 -0.9%
HighTower Advisors
9
HighTower Advisors
Illinois
$12.2M 241,730 +97,176 +67%
Citadel Advisors
10
Citadel Advisors
Florida
$10.2M 201,611 +201,611 New
IDA
11
Intelligence Driven Advisers
California
$9.82M 197,535 -21,620 -10%
Morgan Stanley
12
Morgan Stanley
New York
$8.81M 174,371 -164,262 -49%
HCA
13
Heck Capital Advisors
Wisconsin
$7.76M 153,658 +1,376 +0.9%
GM
14
GeoWealth Management
Illinois
$6.63M 131,218 +32,840 +33%
5L
15
55I LLC
Massachusetts
$5.62M 111,308 -157,520 -59%
CA
16
CGN Advisors
Kansas
$5.54M 109,633 -99 -0.1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.07M 100,354 -8,279 -8%
OMC
18
Old Mission Capital
Illinois
$4.67M 92,529 +19,328 +26%
AWM
19
AE Wealth Management
Kansas
$4.36M 86,242 +635 +0.7%
LPT
20
Legacy Private Trust
Wisconsin
$3.9M 77,291 -23,347 -23%
WEG
21
World Equity Group
Illinois
$2.3M 45,466 +45,466 New
B
22
Bailard
California
$2.14M 42,362 +2,560 +6%
AI
23
Atria Investments
North Carolina
$2.05M 40,652 -3,705 -8%
SDWIA
24
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.86M 36,849 -286 -0.8%
KAS
25
Kestra Advisory Services
Texas
$1.64M 32,394 -91 -0.3%