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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

26 hedge funds and large institutions have $23.2M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

8% more funds holding

Funds holding: 2426 (+2)

3.77% more ownership

Funds ownership: 54.21%57.98% (+3.8%)

1% more capital invested

Capital invested by funds: $23M → $23.2M (+$132K)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JE
1
JMAC Enterprises
Pennsylvania
$3.46M +$236K +5,240 +7%
LPL Financial
2
LPL Financial
California
$2.98M +$364K +8,079 +14%
TPA
3
Trivium Point Advisory
Connecticut
$2.24M -$38.5K -855 -2%
FIM
4
Freedom Investment Management
Connecticut
$1.87M -$42.7K -948 -2%
Jane Street
5
Jane Street
New York
$1.73M -$981K -21,767 -36%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.58M -$69.5K -1,542 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.53M +$207K +4,602 +16%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.37M +$97.6K +2,166 +8%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$1.26M +$259K +5,753 +26%
BOC
10
Blue Oak Capital
California
$1.06M +$98.2K +2,179 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$1.01M -$434K -9,627 -30%
GL
12
Graypoint LLC
New York
$945K -$766 -17 -0.1%
LSA
13
Lion Street Advisors
Texas
$595K +$7.57K +168 +1%
CW
14
CreativeOne Wealth
Kansas
$447K +$6.81K +151 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$377K +$47.1K +1,044 +14%
Bank of America
16
Bank of America
North Carolina
$265K +$106K +2,348 +67%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$237K +$25.4K +563 +12%
FIM
18
FWL Investment Management
Texas
$71.2K +$43.1K +956 +156%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$42.9K -$270 -6 -0.6%
AF
20
Advisornet Financial
Minnesota
$36.1K +$18.1K +401 +102%
FFA
21
Farther Finance Advisors
California
$28.5K +$19.5K +432 +218%
Osaic Holdings
22
Osaic Holdings
Arizona
$18.8K +$18.6K +413 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$16K +$15.8K +351 New
IA
24
IFP Advisors
Florida
$908
FGAM
25
Financial Gravity Asset Management
Texas
$727 +$721 +16 New

BBCB Hedge Fund Activity: Q1 2025 in Review

26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q1 2025, worth a combined $23.2M — up 0.57% from $23M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BBCB positions and 1 closed out — a net gain of 2 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $364K. The largest seller was Jane Street, cutting an estimated $981K.

  • 26 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $23.2M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q1 2025, up 0.57% quarter-over-quarter.
  • 3 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $364K added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $981K sold.

Based on aggregated 13F filings for Q1 2025.