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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $871M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
35
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$258M 5,587,895 -8,509,055 -60%
Jane Street
2
Jane Street
New York
$235M 5,105,063 +4,898,771 +2,375%
LPL Financial
3
LPL Financial
California
$109M 2,356,179 +323,742 +16%
CCA
4
Clearwater Capital Advisors
Illinois
$44.7M 969,917 +25,155 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.7M 795,865 +118,107 +17%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$24.1M 523,436 +83,632 +19%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$18M 389,386 +85,366 +28%
IHWM
8
Iron Horse Wealth Management
Iowa
$15.5M 336,831 -142,603 -30%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$12.6M 273,205 +51,445 +23%
SHJ
10
Sharkey, Howes & Javer
Colorado
$11.9M 258,539 -4,828 -2%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$11.9M 258,425 -28,107 -10%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.15M 176,737 -23,465 -12%
GFG
13
Goldstone Financial Group
Illinois
$8.07M 174,951 +8,914 +5%
HCA
14
Heck Capital Advisors
Wisconsin
$7.52M 163,087 +14,719 +10%
CA
15
CGN Advisors
Kansas
$6.16M 133,633 -17,196 -11%
OMC
16
Old Mission Capital
Illinois
$6.16M 133,545 +103,361 +342%
FTUS
17
Flow Traders U.S.
New York
$4.58M 99,282 +70,657 +247%
Citadel Advisors
18
Citadel Advisors
Florida
$3.55M 77,078 -15,785 -17%
KFG
19
Kelly Financial Group
Connecticut
$3.44M 74,650 -14,574 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.94M 63,842 +10,042 +19%
TWP
21
Triad Wealth Partners
Kansas
$2.54M 54,994 +6,721 +14%
LPT
22
Legacy Private Trust
Wisconsin
$2.39M 51,790 -22,961 -31%
Morgan Stanley
23
Morgan Stanley
New York
$2.31M 50,099 -20,223 -29%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.27M 49,294 +8,039 +19%
AA
25
ACT Advisors
North Carolina
$2.07M 44,941 +603 +1%