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JPMorgan BetaBuilders US Aggregate Bond ETF

95 hedge funds and large institutions have $979M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
31
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$585M 12,873,984 -4,303,822 -25%
LPL Financial
2
LPL Financial
California
$73.8M 1,625,056 -44,451 -3%
CCA
3
Clearwater Capital Advisors
Illinois
$38.5M 848,701 +33,647 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.2M 686,445 -9,992 -1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$25.9M 570,722 +165,786 +41%
OMC
6
Old Mission Capital
Illinois
$22.4M 492,677 +279,148 +131%
IHWM
7
Iron Horse Wealth Management
Iowa
$20.6M 453,899 +13,090 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$19.3M 426,066 +29,020 +7%
BFG
9
Berger Financial Group
Minnesota
$19.1M 419,613 +54,738 +15%
B
10
Bensler
Washington
$15.9M 349,677 +35,503 +11%
CA
11
CGN Advisors
Kansas
$13M 285,507 -79,414 -22%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$12.6M 276,394 +9,416 +4%
SHJ
13
Sharkey, Howes & Javer
Colorado
$12.2M 268,629 +24,246 +10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$11.1M 243,997 -1,151 -0.5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$8.26M 181,941 -7,794 -4%
HCA
16
Heck Capital Advisors
Wisconsin
$6.77M 149,165 +1,080 +0.7%
Morgan Stanley
17
Morgan Stanley
New York
$5.46M 120,197 -37,243 -24%
Jane Street
18
Jane Street
New York
$5.16M 113,733 +28,506 +33%
PAS
19
Park Avenue Securities
New York
$4.48M 98,711 -3,425 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.96M 87,295 +87,295 New
AC
21
Apella Capital
Connecticut
$3.31M 72,662 -8,048 -10%
LPT
22
Legacy Private Trust
Wisconsin
$2.8M 61,571 -18,140 -23%
Citadel Advisors
23
Citadel Advisors
Florida
$2.58M 56,735 +32,591 +135%
AA
24
ACT Advisors
North Carolina
$2.28M 50,176 -716 -1%
B
25
Bailard
California
$2.07M 45,671 +2,083 +5%