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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

27 hedge funds and large institutions have $25M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JE
1
JMAC Enterprises
Pennsylvania
$3.86M 84,432 +8,156 +11%
VAS
2
Vestmark Advisory Solutions
Massachusetts
$3.01M 65,912 +38,276 +139%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.85M 62,384 +27,503 +79%
LPL Financial
4
LPL Financial
California
$2.75M 60,272 -5,413 -8%
TPA
5
Trivium Point Advisory
Connecticut
$2.22M 48,665 -691 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.75M 38,383 +4,674 +14%
FIM
7
Freedom Investment Management
Connecticut
$1.74M 38,144 -3,015 -7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.63M 35,589 +5,435 +18%
BOC
9
Blue Oak Capital
California
$1.24M 27,231 +3,815 +16%
GL
10
Graypoint LLC
New York
$941K 20,602 -205 -1%
MFLI
11
Midwestern Financial, LLC /IA
Iowa
$615K 13,454 +13,454 New
LSA
12
Lion Street Advisors
Texas
$569K 12,446 -650 -5%
CW
13
CreativeOne Wealth
Kansas
$460K 10,072 +240 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$434K 9,501 +1,202 +14%
Bank of America
15
Bank of America
North Carolina
$391K 8,565 +2,720 +47%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$253K 5,539 +326 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$84.3K 1,844 +1,844 New
FIM
18
FWL Investment Management
Texas
$82.3K 1,802 +234 +15%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$43K 942 -2 -0.2%
AF
20
Advisornet Financial
Minnesota
$36.3K 794
FFA
21
Farther Finance Advisors
California
$33.4K 730 +100 +16%
IA
22
IFP Advisors
Florida
$21.2K 463 +443 +2,215%
Wells Fargo
23
Wells Fargo
California
$4.89K 107 +107 New
FGC
24
Financial Gravity Companies
Texas
$731 16 +16 New
Osaic Holdings
25
Osaic Holdings
Arizona
$503 11 -402 -97%