BBCB icon

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB

Overview Fund Activity

23 hedge funds and large institutions have $33.4M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPA
1
Trivium Point Advisory
Connecticut
$2.08M
2
LPL Financial
2
LPL Financial
California
$1.88M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$974K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.06M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$690K

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$2.14M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.25M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
OMC
4
Old Mission Capital
Illinois
$436K
5
Jane Street
5
Jane Street
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$6.12M 136,324 +8,402 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.9M 131,345 +9,913 +8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.25M 94,770 -13,487 -12%
JE
4
JMAC Enterprises
Pennsylvania
$2.64M 58,798 +6,393 +12%
FIM
5
Freedom Investment Management
Connecticut
$2.14M 47,558 -19,438 -29%
TPA
6
Trivium Point Advisory
Connecticut
$2.08M 46,238 +46,238 New
LPL Financial
7
LPL Financial
California
$1.88M 41,800 +25,498 +156%
Jane Street
8
Jane Street
New York
$1.32M 29,354 -8,761 -23%
Citadel Advisors
9
Citadel Advisors
Florida
$1.09M 24,251 -12,956 -35%
Morgan Stanley
10
Morgan Stanley
New York
$1.06M 23,536 +17,178 +270%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$974K 21,684 +21,684 New
GL
12
Graypoint LLC
New York
$932K 20,770 +31 +0.1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$755K 16,807 +12,312 +274%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$690K 15,359 +15,359 New
LSA
15
Lion Street Advisors
Texas
$586K 13,043 -1,396 -10%
OMC
16
Old Mission Capital
Illinois
$436K 9,713 -8,869 -48%
CW
17
CreativeOne Wealth
Kansas
$352K 7,848 +518 +7%
Bank of America
18
Bank of America
North Carolina
$140K 3,128 +2,887 +1,198%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$47.8K 1,064 +1,064 New
FIM
20
FWL Investment Management
Texas
$27.4K 611 +195 +47%
RIA
21
Realta Investment Advisors
Delaware
$18.1K 403 +4 +1%
FFA
22
Farther Finance Advisors
California
$4.4K 99 +99 New
Wells Fargo
23
Wells Fargo
California
$32 1 -177 -99%
FGAM
24
Financial Gravity Asset Management
Texas
– – -3,838 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –