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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $1.58B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
18
Increased
23
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.2M
4
WAAG
4
Wealth Alliance Advisory Group
Kansas
$10.4M
5
PAS
5
Park Avenue Securities
New York
$7.74M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$967M
2
Jane Street
2
Jane Street
New York
$35.4M
3
LPL Financial
3
LPL Financial
California
$113M
4
Bank of America
4
Bank of America
North Carolina
$18.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$967M 21,859,394 -3,625,607 -14%
LPL Financial
2
LPL Financial
California
$113M 2,552,384 -1,189,336 -32%
SP
3
Symmetry Partners
Connecticut
$66.7M 1,508,568 -8,125 -0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.2M 1,136,103 +521,158 +85%
CCA
5
Clearwater Capital Advisors
Illinois
$47M 1,062,877 +553,294 +109%
BFG
6
Berger Financial Group
Minnesota
$43.7M 988,485 +27,533 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$38.6M 872,448 +523,684 +150%
Jane Street
8
Jane Street
New York
$35.4M 800,900 -3,550,403 -82%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20M 452,676 -298,213 -40%
Bank of America
10
Bank of America
North Carolina
$18.6M 420,464 -450,562 -52%
HighTower Advisors
11
HighTower Advisors
Illinois
$17M 383,758 +72,015 +23%
IHWM
12
Iron Horse Wealth Management
Iowa
$16.7M 377,214 +22,511 +6%
Morgan Stanley
13
Morgan Stanley
New York
$14.2M 321,321 +51,878 +19%
B
14
Bensler
Washington
$11.1M 252,005 +30,051 +14%
CA
15
CGN Advisors
Kansas
$10.7M 242,679 -18,834 -7%
WAAG
16
Wealth Alliance Advisory Group
Kansas
$10.4M 234,498 +234,498 New
HCA
17
Heck Capital Advisors
Wisconsin
$7.78M 175,999 -53,042 -23%
PAS
18
Park Avenue Securities
New York
$7.74M 174,942 +174,942 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.15M 161,591 +78,270 +94%
SHJ
20
Sharkey, Howes & Javer
Colorado
$7.08M 160,109 -16,456 -9%
AC
21
Apella Capital
Connecticut
$5.27M 119,131 -8,895 -7%
LPT
22
Legacy Private Trust
Wisconsin
$4.86M 109,839 -29,276 -21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.12M 93,123 +65,588 +238%
SPIA
24
Steward Partners Investment Advisory
New York
$4.04M 91,354 -5,843 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.99M 90,208 +90,208 New
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