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JPMorgan BetaBuilders US Aggregate Bond ETF

92 hedge funds and large institutions have $1.07B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
42
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$688M 14,534,538 +1,660,554 +13%
LPL Financial
2
LPL Financial
California
$84.2M 1,779,911 +154,855 +10%
CCA
3
Clearwater Capital Advisors
Illinois
$41.5M 876,117 +27,416 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.8M 715,020 +28,575 +4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$31.9M 674,826 +104,104 +18%
IHWM
6
Iron Horse Wealth Management
Iowa
$21.9M 462,437 +8,538 +2%
BFG
7
Berger Financial Group
Minnesota
$21.2M 448,419 +28,806 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.9M 440,693 +14,627 +3%
SHJ
9
Sharkey, Howes & Javer
Colorado
$14.7M 311,311 +42,682 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$13.8M 291,654 +47,657 +20%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$13.4M 284,100 +7,706 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.32M 196,994 +15,053 +8%
CA
13
CGN Advisors
Kansas
$8.02M 169,458 -116,049 -41%
HCA
14
Heck Capital Advisors
Wisconsin
$7.15M 151,080 +1,915 +1%
GFG
15
Goldstone Financial Group
Illinois
$6.55M 138,325 +138,325 New
PAS
16
Park Avenue Securities
New York
$4.09M 86,460 -12,251 -12%
AC
17
Apella Capital
Connecticut
$3.21M 68,056 -4,606 -6%
Morgan Stanley
18
Morgan Stanley
New York
$3.01M 63,560 -56,637 -47%
LPT
19
Legacy Private Trust
Wisconsin
$2.96M 62,639 +1,068 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.39M 50,524 +8,375 +20%
AA
21
ACT Advisors
North Carolina
$2.32M 49,001 -1,175 -2%
B
22
Bailard
California
$2.06M 43,529 -2,142 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.01M 42,472 +5,663 +15%
Citadel Advisors
24
Citadel Advisors
Florida
$1.94M 40,990 -15,745 -28%
NAS
25
Nicolet Advisory Services
Wisconsin
$1.66M 35,257 -1,121 -3%