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JPMorgan BetaBuilders US Aggregate Bond ETF

114 hedge funds and large institutions have $622M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 56 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

18% more funds holding

Funds holding: 97114 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.44% less ownership

Funds ownership: 58.18%53.73% (-4.4%)

17% less capital invested

Capital invested by funds: $753M → $622M (-$130M)

46% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 56

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
30
Reduced
56
Closed
2
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
$213M -$15.6M -334,377 -7%
LPL Financial
2
LPL Financial
California
$98.2M -$72.9M -1,562,805 -42%
CCA
3
Clearwater Capital Advisors
Illinois
$51.4M +$3.08M +65,989 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.5M -$36.9M -791,061 -48%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$27.2M -$221K -4,727 -0.8%
Jane Street
6
Jane Street
New York
$19.2M +$19.3M +412,908 New
AC
7
Apella Capital
Connecticut
$17.1M +$124K +2,656 +0.7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13.6M -$18M -385,054 -57%
WAAG
9
Wealth Alliance Advisory Group
Kansas
$13.1M +$931K +19,949 +8%
Morgan Stanley
10
Morgan Stanley
New York
$10.5M -$3.86M -82,716 -27%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.4M -$9.6M -205,690 -48%
HCA
12
Heck Capital Advisors
Wisconsin
$10.1M +$1.16M +24,953 +13%
TWM
13
Tradition Wealth Management
Minnesota
$9.81M +$530K +11,366 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.84M -$234K -5,005 -3%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$5.65M +$502K +10,760 +10%
PAS
16
Park Avenue Securities
New York
$5.3M -$5.06M -108,543 -49%
KAS
17
Kestra Advisory Services
Texas
$4.29M +$4.32M +92,498 New
Bank of America
18
Bank of America
North Carolina
$3.5M +$1.73M +36,989 +96%
KFG
19
Kelly Financial Group
Connecticut
$3.17M -$45.4K -974 -1%
CA
20
CGN Advisors
Kansas
$3.03M -$86.8K -1,860 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.02M -$918K -19,673 -23%
Citadel Advisors
22
Citadel Advisors
Florida
$2.96M +$2.97M +63,732 New
Goldman Sachs
23
Goldman Sachs
New York
$2.89M -$377K -8,078 -11%
TWP
24
Triad Wealth Partners
Kansas
$2.7M +$605K +12,955 +29%
FTUS
25
Flow Traders U.S.
New York
$2.67M +$2.68M +57,524 New