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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
JE
1
JMAC Enterprises
Pennsylvania
$3.86M +$373K +8,156 +11%
VAS
2
Vestmark Advisory Solutions
Massachusetts
$3.01M +$1.75M +38,276 +139%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.85M +$1.26M +27,503 +79%
LPL Financial
4
LPL Financial
California
$2.75M -$247K -5,413 -8%
TPA
5
Trivium Point Advisory
Connecticut
$2.22M -$31.6K -691 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.75M +$214K +4,674 +14%
FIM
7
Freedom Investment Management
Connecticut
$1.74M -$138K -3,015 -7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.63M +$248K +5,435 +18%
BOC
9
Blue Oak Capital
California
$1.24M +$174K +3,815 +16%
GL
10
Graypoint LLC
New York
$941K -$9.37K -205 -1%
MF
11
Midwestern Financial
Iowa
$615K +$615K +13,454 New
LSA
12
Lion Street Advisors
Texas
$569K -$29.7K -650 -5%
CW
13
CreativeOne Wealth
Kansas
$460K +$11K +240 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$434K +$54.9K +1,202 +14%
Bank of America
15
Bank of America
North Carolina
$391K +$124K +2,720 +47%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$253K +$14.9K +326 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$84.3K +$84.3K +1,844 New
FIM
18
FWL Investment Management
Texas
$82.3K +$10.7K +234 +15%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$43K -$91 -2 -0.2%
AF
20
Advisornet Financial
Minnesota
$36.3K
FFA
21
Farther Finance Advisors
California
$33.4K +$4.57K +100 +16%
IA
22
IFP Advisors
Florida
$21.2K +$20.2K +443 +2,215%
Wells Fargo
23
Wells Fargo
California
$4.89K +$4.89K +107 New
FGC
24
Financial Gravity Companies
Texas
$731 +$731 +16 New
Osaic Holdings
25
Osaic Holdings
Arizona
$503 -$18.4K -402 -97%