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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

74 hedge funds and large institutions have $1.03B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
20
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$689M
2
HCA
2
Heck Capital Advisors
Wisconsin
$11.6M
3
CCA
3
Clearwater Capital Advisors
Illinois
$21.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.01M
5
B
5
Bensler
Washington
$4.3M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$320K
2
AWAG
2
ARS Wealth Advisors Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
ACP
4
Aveo Capital Partners
Colorado
$299K
5
OMC
5
Old Mission Capital
Illinois
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$689M 15,048,827 +866,843 +6%
SP
2
Symmetry Partners
Connecticut
$70.3M 1,534,993 -20,000 -1%
Bank of America
3
Bank of America
North Carolina
$43.8M 956,098 -308,788 -24%
BFG
4
Berger Financial Group
Minnesota
$40.7M 889,390 -45,703 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.4M 642,367 -18,899 -3%
CCA
6
Clearwater Capital Advisors
Illinois
$21.5M 469,075 +233,378 +99%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.7M 298,630 +49,465 +20%
CW
8
CreativeOne Wealth
Kansas
$11.7M 255,523 -91,812 -26%
HCA
9
Heck Capital Advisors
Wisconsin
$11.6M 252,370 +252,370 New
LPT
10
Legacy Private Trust
Wisconsin
$9.85M 215,154 -84,258 -28%
RJA
11
Raymond James & Associates
Florida
$8M 174,778 -16,744 -9%
AC
12
Apella Capital
Connecticut
$6.57M 143,445 +68,293 +91%
CA
13
CGN Advisors
Kansas
$6.21M 135,583 +15,678 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$6.01M 131,269 +131,269 New
GM
15
GeoWealth Management
Illinois
$5.8M 126,560 -3,686 -3%
NAS
16
Nicolet Advisory Services
Wisconsin
$4.51M 96,174 -2,781 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.47M 97,657 -3,740 -4%
B
18
Bensler
Washington
$4.3M 93,800 +93,800 New
VCM
19
Vivaldi Capital Management
Illinois
$3.44M 73,366 +73,366 New
Jane Street
20
Jane Street
New York
$3.08M 67,236 +16,570 +33%
LWM
21
Lodestone Wealth Management
Washington
$2.82M 61,581 +61,581 New
AWM
22
AE Wealth Management
Kansas
$2.26M 49,397 -3,931 -7%
RWPA
23
Richard W. Paul & Associates
Michigan
$2.24M 48,942 +48,942 New
IA
24
Integrity Advisory
Kansas
$2.18M 47,539 +47,539 New
LPL Financial
25
LPL Financial
California
$2.14M 46,800 +186 +0.4%
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