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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$94.5M
2
OMC
2
Old Mission Capital
Illinois
$9.79M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.7M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$18.6M
5
CA
5
CGN Advisors
Kansas
$16.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$788M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.22M
3
BFG
3
Berger Financial Group
Minnesota
$16.7M
4
LPL Financial
4
LPL Financial
California
$76.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$788M 17,177,806 -5,680,128 -25%
Bank of America
2
Bank of America
North Carolina
$94.5M 2,060,476 +1,974,675 +2,301%
LPL Financial
3
LPL Financial
California
$76.6M 1,669,507 -255,536 -13%
CCA
4
Clearwater Capital Advisors
Illinois
$37.4M 815,054 +50,907 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M 696,437 -113,247 -14%
IHWM
6
Iron Horse Wealth Management
Iowa
$20.2M 440,809 +51,929 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$18.6M 404,936 +150,340 +59%
HighTower Advisors
8
HighTower Advisors
Illinois
$18.2M 397,046 +14,659 +4%
CA
9
CGN Advisors
Kansas
$16.7M 364,921 +101,184 +38%
BFG
10
Berger Financial Group
Minnesota
$16.7M 364,875 -621,398 -63%
B
11
Bensler
Washington
$14.4M 314,174 +36,481 +13%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$12.2M 266,978 +19,114 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.2M 245,148 -68,033 -22%
SHJ
14
Sharkey, Howes & Javer
Colorado
$11.2M 244,383 +92,656 +61%
OMC
15
Old Mission Capital
Illinois
$9.79M 213,529 +213,529 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.7M 189,735 +163,702 +629%
Morgan Stanley
17
Morgan Stanley
New York
$7.22M 157,440 -675,536 -81%
HCA
18
Heck Capital Advisors
Wisconsin
$6.79M 148,085 +3,982 +3%
CAN
19
Cetera Advisor Networks
California
$6.05M 131,942 +88,604 +204%
PAS
20
Park Avenue Securities
New York
$4.69M 102,136 -21,982 -18%
Jane Street
21
Jane Street
New York
$3.91M 85,227 +49,475 +138%
AC
22
Apella Capital
Connecticut
$3.66M 80,710 -25,161 -24%
LPT
23
Legacy Private Trust
Wisconsin
$3.66M 79,711 -4,207 -5%
NAS
24
Nicolet Advisory Services
Wisconsin
$2.85M 62,909 -11,376 -15%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.56M 55,746 -187,161 -77%
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