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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

79 hedge funds and large institutions have $1.97B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.18B
2
Jane Street
2
Jane Street
New York
$201M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
CW
2
CreativeOne Wealth
Kansas
$2.41M
3
GM
3
GeoWealth Management
Illinois
$123K
4
OMC
4
Old Mission Capital
Illinois
$1.54M
5
WEG
5
World Equity Group
Illinois
$617K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.18B 25,485,001 +6,191,632 +32%
Jane Street
2
Jane Street
New York
$201M 4,351,303 +4,300,169 +8,410%
LPL Financial
3
LPL Financial
California
$173M 3,741,720 +98,905 +3%
SP
4
Symmetry Partners
Connecticut
$70M 1,516,693 -18,300 -1%
BFG
5
Berger Financial Group
Minnesota
$44.4M 960,952 +13,742 +1%
Bank of America
6
Bank of America
North Carolina
$40.2M 871,026 -565,190 -39%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$34.7M 750,889 +29,463 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$28.4M 614,945 -16,600 -3%
CCA
9
Clearwater Capital Advisors
Illinois
$23.5M 509,583 +40,205 +9%
IHWM
10
Iron Horse Wealth Management
Iowa
$16.4M 354,703 +354,703 New
Osaic Holdings
11
Osaic Holdings
Arizona
$16.1M 348,764 -5,160 -1%
HighTower Advisors
12
HighTower Advisors
Illinois
$14.4M 311,743 +18,307 +6%
Morgan Stanley
13
Morgan Stanley
New York
$12.4M 269,443 +237,122 +734%
CA
14
CGN Advisors
Kansas
$12.1M 261,513 -15,328 -6%
HCA
15
Heck Capital Advisors
Wisconsin
$10.6M 229,041 -19,100 -8%
B
16
Bensler
Washington
$10.2M 221,954 +14,997 +7%
SHJ
17
Sharkey, Howes & Javer
Colorado
$8.15M 176,565 +130,611 +284%
LPT
18
Legacy Private Trust
Wisconsin
$6.42M 139,115 -11,683 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$6.06M 131,256 +119,582 +1,024%
RJA
20
Raymond James & Associates
Florida
$5.95M 128,887 -33,952 -21%
AC
21
Apella Capital
Connecticut
$5.91M 128,026 +128,026 New
NAS
22
Nicolet Advisory Services
Wisconsin
$4.65M 102,260 +2,709 +3%
SPIA
23
Steward Partners Investment Advisory
New York
$4.49M 97,197 +59,614 +159%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$3.92M 84,932 -3,263 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.85M 83,321 +54,008 +184%
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