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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

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $23.2M → $25M (+$1.86M)

6.48% more ownership

Funds ownership: 57.98%64.46% (+6.5%)

4% more funds holding

Funds holding: 2627 (+1)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.35%
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
Change in
Stake
JE
1
JMAC Enterprises
Pennsylvania
$3.86M +$366K +8,156 +11%
VAS
2
Vestmark Advisory Solutions
Massachusetts
$3.01M +$1.72M +38,276 +139%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.85M +$1.23M +27,503 +79%
LPL Financial
4
LPL Financial
California
$2.75M -$243K -5,413 -8%
TPA
5
Trivium Point Advisory
Connecticut
$2.22M -$31K -691 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.75M +$210K +4,674 +14%
FIM
7
Freedom Investment Management
Connecticut
$1.74M -$135K -3,015 -7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.63M +$244K +5,435 +18%
BOC
9
Blue Oak Capital
California
$1.24M +$171K +3,815 +16%
GL
10
Graypoint LLC
New York
$941K -$9.19K -205 -1%
MF
11
Midwestern Financial
Iowa
$615K +$603K +13,454 New
LSA
12
Lion Street Advisors
Texas
$569K -$29.1K -650 -5%
CW
13
CreativeOne Wealth
Kansas
$460K +$10.8K +240 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$434K +$53.9K +1,202 +14%
Bank of America
15
Bank of America
North Carolina
$391K +$122K +2,720 +47%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$253K +$14.6K +326 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$84.3K +$82.7K +1,844 New
FIM
18
FWL Investment Management
Texas
$82.3K +$10.5K +234 +15%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$43K -$90 -2 -0.2%
AF
20
Advisornet Financial
Minnesota
$36.3K
FFA
21
Farther Finance Advisors
California
$33.4K +$4.48K +100 +16%
IA
22
IFP Advisors
Florida
$21.2K +$19.9K +443 +2,215%
Wells Fargo
23
Wells Fargo
California
$4.89K +$4.8K +107 New
FGC
24
Financial Gravity Companies
Texas
$731 +$717 +16 New
Osaic Holdings
25
Osaic Holdings
Arizona
$503 -$18K -402 -97%

BBCB Hedge Fund Activity: Q2 2025 in Review

27 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q2 2025, worth a combined $25M — up 8% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBCB positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $1.72M. The largest seller was Jane Street, exiting entirely with an estimated $1.73M sold.

  • 27 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q2 2025, up from 26 in Q1 2025.
  • Funds reported $25M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q2 2025, up 8% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $1.72M added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q2 2025 was Jane Street, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2025.