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JPMorgan BetaBuilders US Aggregate Bond ETF

99 hedge funds and large institutions have $743M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+9
Holders Change %
+10%
% 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
0.05%
New
15
Increased
36
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$223M -$35M -757,441 -14%
LPL Financial
2
LPL Financial
California
$172M +$63.6M +1,377,640 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$73.8M +$37M +801,874 +101%
CCA
4
Clearwater Capital Advisors
Illinois
$44.9M +$109K +2,355 +0.2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$31.2M +$13.2M +285,524 +73%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$24.6M +$475K +10,283 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$17.5M +$4.85M +105,084 +38%
IHWM
8
Iron Horse Wealth Management
Iowa
$15.7M +$171K +3,703 +1%
Morgan Stanley
9
Morgan Stanley
New York
$13.6M +$11.3M +245,245 +490%
WAAG
10
Wealth Alliance Advisory Group
Kansas
$11.9M -$29.4K -636 -0.2%
PAS
11
Park Avenue Securities
New York
$10.3M +$10.3M +222,629 New
Jane Street
12
Jane Street
New York
$9.06M -$227M -4,908,931 -96%
SHJ
13
Sharkey, Howes & Javer
Colorado
$8.76M -$3.18M -68,913 -27%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.23M +$70.1K +1,519 +0.9%
HCA
15
Heck Capital Advisors
Wisconsin
$7.95M +$421K +9,123 +6%
CA
16
CGN Advisors
Kansas
$5.65M -$523K -11,321 -8%
Citadel Advisors
17
Citadel Advisors
Florida
$4.95M +$1.39M +30,063 +39%
AC
18
Apella Capital
Connecticut
$4.84M +$3.03M +66,278 +167%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.43M +$2.15M +46,583 +95%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.06M +$3.24M +70,223 +398%
KFG
21
Kelly Financial Group
Connecticut
$3.28M -$171K -3,708 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.78M -$114K -2,515 -4%
TWP
23
Triad Wealth Partners
Kansas
$2.21M -$329K -7,124 -13%
B
24
Bailard
California
$2.17M +$129K +2,791 +6%
AA
25
ACT Advisors
North Carolina
$2.1M +$29.5K +640 +1%