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JPMorgan BetaBuilders US Aggregate Bond ETF

97 hedge funds and large institutions have $753M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 56.47%58.18% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $744M → $753M (+$8.52M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 9997 (-2)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
36
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$230M +$4.51M +97,648 +2%
LPL Financial
2
LPL Financial
California
$172M -$2.54M -54,969 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.6M +$2.03M +43,992 +3%
CCA
4
Clearwater Capital Advisors
Illinois
$48.6M +$3.21M +69,523 +7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$31.7M +$183K +3,970 +0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$27.6M +$2.62M +56,795 +11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$20.1M +$2.41M +52,195 +14%
AC
8
Apella Capital
Connecticut
$17.2M +$12M +260,186 +246%
Morgan Stanley
9
Morgan Stanley
New York
$14.5M +$669K +14,481 +5%
WAAG
10
Wealth Alliance Advisory Group
Kansas
$12.2M +$194K +4,210 +2%
PAS
11
Park Avenue Securities
New York
$10.4M +$8.73K +189 +0.1%
TWM
12
Tradition Wealth Management
Minnesota
$9.33M +$8.1M +175,351 +715%
HCA
13
Heck Capital Advisors
Wisconsin
$8.94M +$892K +19,310 +11%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.12M -$197K -4,260 -2%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$5.18M +$1.07M +23,162 +26%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.42M -$49.1K -1,064 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.93M -$118K -2,565 -3%
SHJ
18
Sharkey, Howes & Javer
Colorado
$3.3M -$5.49M -118,905 -63%
Goldman Sachs
19
Goldman Sachs
New York
$3.28M +$3.25M +70,386 New
KFG
20
Kelly Financial Group
Connecticut
$3.22M -$86.4K -1,871 -3%
CA
21
CGN Advisors
Kansas
$3.13M -$2.55M -55,207 -45%
AG
22
Ascent Group
Virginia
$2.49M +$1.85M +40,051 +299%
B
23
Bailard
California
$2.45M +$254K +5,492 +12%
AA
24
ACT Advisors
North Carolina
$2.15M +$24.2K +525 +1%
TWP
25
Triad Wealth Partners
Kansas
$2.11M -$121K -2,620 -5%