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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

97 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
28
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
Jane Street
2
Jane Street
New York
$9.32M
3
KFG
3
Kelly Financial Group
Connecticut
$4.05M
4
CCA
4
Clearwater Capital Advisors
Illinois
$42.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$637M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.05M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$19.9M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$637M 14,096,950 -437,588 -3%
LPL Financial
2
LPL Financial
California
$91.8M 2,032,437 +252,526 +14%
CCA
3
Clearwater Capital Advisors
Illinois
$42.7M 944,762 +68,645 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.6M 677,758 -37,262 -5%
BFG
5
Berger Financial Group
Minnesota
$22M 486,936 +38,517 +9%
IHWM
6
Iron Horse Wealth Management
Iowa
$21.7M 479,434 +16,997 +4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$19.9M 439,804 -235,022 -35%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13.7M 304,020 +12,366 +4%
WAAG
9
Wealth Alliance Advisory Group
Kansas
$12.9M 286,532 +2,432 +0.9%
SHJ
10
Sharkey, Howes & Javer
Colorado
$11.9M 263,367 -47,944 -15%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10M 221,760 +24,766 +13%
Jane Street
12
Jane Street
New York
$9.32M 206,292 +176,448 +591%
HighTower Advisors
13
HighTower Advisors
Illinois
$9.05M 200,202 -240,491 -55%
GFG
14
Goldstone Financial Group
Illinois
$7.5M 166,037 +27,712 +20%
CA
15
CGN Advisors
Kansas
$6.81M 150,829 -18,629 -11%
HCA
16
Heck Capital Advisors
Wisconsin
$6.7M 148,368 -2,712 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$4.2M 92,863 +51,873 +127%
PAS
18
Park Avenue Securities
New York
$4.1M 90,659 +4,199 +5%
KFG
19
Kelly Financial Group
Connecticut
$4.05M 89,224 +89,224 New
LPT
20
Legacy Private Trust
Wisconsin
$3.38M 74,751 +12,112 +19%
Morgan Stanley
21
Morgan Stanley
New York
$3.18M 70,322 +6,762 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.43M 53,800 +3,276 +6%
AC
23
Apella Capital
Connecticut
$2.4M 53,178 -14,878 -22%
TWP
24
Triad Wealth Partners
Kansas
$2.18M 48,273 +48,273 New
AA
25
ACT Advisors
North Carolina
$2M 44,338 -4,663 -10%
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