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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

90 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
15
Increased
21
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B
2
Morgan Stanley
2
Morgan Stanley
New York
$38.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$11.8M
4
MWA
4
MN Wealth Advisors
Kansas
$1.21M
5
B
5
Bensler
Washington
$12.9M

Top Sellers

1
SP
1
Symmetry Partners
Connecticut
$0
2
Jane Street
2
Jane Street
New York
$1.66M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.3M
4
LPL Financial
4
LPL Financial
California
$89.6M
5
Bank of America
5
Bank of America
North Carolina
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B 22,857,934 +998,540 +5%
LPL Financial
2
LPL Financial
California
$89.6M 1,925,043 -627,341 -25%
BFG
3
Berger Financial Group
Minnesota
$45.9M 986,273 -2,212 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$38.8M 832,976 +511,655 +159%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.7M 809,684 -326,419 -29%
CCA
6
Clearwater Capital Advisors
Illinois
$35.6M 764,147 -298,730 -28%
IHWM
7
Iron Horse Wealth Management
Iowa
$18.1M 388,880 +11,666 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$17.8M 382,387 -1,371 -0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$14.6M 313,181 -139,495 -31%
B
10
Bensler
Washington
$12.9M 277,693 +25,688 +10%
CA
11
CGN Advisors
Kansas
$12.3M 263,737 +21,058 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.8M 254,596 +93,005 +58%
WAAG
13
Wealth Alliance Advisory Group
Kansas
$11.5M 247,864 +13,366 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.3M 242,907 -629,541 -72%
SHJ
15
Sharkey, Howes & Javer
Colorado
$7.06M 151,727 -8,382 -5%
HCA
16
Heck Capital Advisors
Wisconsin
$6.71M 144,103 -31,896 -18%
PAS
17
Park Avenue Securities
New York
$5.78M 124,118 -50,824 -29%
AC
18
Apella Capital
Connecticut
$4.89M 105,871 -13,260 -11%
SPIA
19
Steward Partners Investment Advisory
New York
$4.22M 90,624 -730 -0.8%
Bank of America
20
Bank of America
North Carolina
$3.99M 85,801 -334,663 -80%
LPT
21
Legacy Private Trust
Wisconsin
$3.9M 83,918 -25,921 -24%
NAS
22
Nicolet Advisory Services
Wisconsin
$3.42M 74,285 -7,397 -9%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.14M 67,504 -22,704 -25%
RWPA
24
Richard W. Paul & Associates
Michigan
$2.71M 58,235 -1,003 -2%
CFG
25
Cooper Financial Group
California
$2.69M 57,868 -2,775 -5%
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