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JPMorgan BetaBuilders US Aggregate Bond ETF

110 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 53.73%55.34% (+1.6%)

1% more capital invested

Capital invested by funds: $622M → $626M (+$3.52M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less funds holding

Funds holding: 114110 (-4)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
46
Closed
14
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
$221M +$10.1M +216,884 +5%
LPL Financial
2
LPL Financial
California
$102M +$4.07M +87,668 +4%
CCA
3
Clearwater Capital Advisors
Illinois
$55.5M +$4.36M +93,757 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.4M +$2.2M +47,278 +6%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$26.4M -$662K -14,241 -2%
TWM
6
Tradition Wealth Management
Minnesota
$18.8M +$9.07M +195,133 +92%
AC
7
Apella Capital
Connecticut
$16M -$1.11M -23,932 -6%
WAAG
8
Wealth Alliance Advisory Group
Kansas
$14.9M +$1.87M +40,351 +14%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$13.4M -$127K -2,737 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M +$1.03M +22,123 +10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.2M -$161K -3,471 -2%
HCA
12
Heck Capital Advisors
Wisconsin
$10.1M +$88.6K +1,907 +0.9%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.8M -$2.04K -44 -0%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$6.19M +$576K +12,394 +10%
PAS
15
Park Avenue Securities
New York
$5.22M -$54.6K -1,174 -1%
KAS
16
Kestra Advisory Services
Texas
$3.95M -$318K -6,847 -7%
Bank of America
17
Bank of America
North Carolina
$3.41M -$67.1K -1,444 -2%
Jane Street
18
Jane Street
New York
$3.32M -$15.8M -341,043 -83%
KFG
19
Kelly Financial Group
Connecticut
$3.12M -$26.1K -562 -0.8%
AG
20
Ascent Group
Virginia
$2.91M +$293K +6,312 +11%
CA
21
CGN Advisors
Kansas
$2.79M -$224K -4,830 -7%
TWP
22
Triad Wealth Partners
Kansas
$2.66M -$30.3K -651 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.56M -$441K -9,494 -15%
B
24
Bailard
California
$2.2M -$374K -8,052 -14%
AA
25
ACT Advisors
North Carolina
$2.14M +$35.9K +772 +2%