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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

25 hedge funds and large institutions have $21.9M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% less funds holding

Funds holding: 2725 (-2)

10.79% less ownership

Funds ownership: 64.46%53.67% (-11%)

13% less capital invested

Capital invested by funds: $25M → $21.9M (-$3.16M)

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JE
1
JMAC Enterprises
Pennsylvania
$3.98M +$76.8K +1,679 +2%
LPL Financial
2
LPL Financial
California
$2.96M +$167K +3,646 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.77M +$985K +21,540 +56%
Jane Street
4
Jane Street
New York
$2.13M +$2.11M +46,134 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.87M +$222K +4,848 +14%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$1.86M -$1.18M -25,702 -39%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.67M -$1.2M -26,206 -42%
FTUS
8
Flow Traders U.S.
New York
$1.05M +$1.04M +22,734 New
LSA
9
Lion Street Advisors
Texas
$901K +$171K +3,745 +30%
MF
10
Midwestern Financial
Iowa
$629K +$6.17K +135 +1%
CW
11
CreativeOne Wealth
Kansas
$515K +$48.1K +1,052 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$459K +$18.8K +410 +4%
Bank of America
13
Bank of America
North Carolina
$336K -$59.1K -1,293 -15%
FIM
14
Freedom Investment Management
Connecticut
$300K -$1.45M -31,657 -83%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$285K +$28K +612 +11%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$43.8K +$183 +4 +0.4%
AF
17
Advisornet Financial
Minnesota
$37.5K +$732 +16 +2%
FFA
18
Farther Finance Advisors
California
$32.2K -$1.55K -34 -5%
IA
19
IFP Advisors
Florida
$22.2K +$778 +17 +4%
LFA
20
LGT Financial Advisors
Texas
$7.17K +$7.09K +155 New
Osaic Holdings
21
Osaic Holdings
Arizona
$3.29K +$2.74K +60 +545%
UBS Group
22
UBS Group
Switzerland
$1.71K +$1.65K +36 +3,600%
FGAM
23
Financial Gravity Asset Management
Texas
$740 +$732 +16 New
FIM
24
FWL Investment Management
Texas
$139 -$82.3K -1,799 -100%
HI
25
Harbour Investments
Wisconsin
$93

BBCB Hedge Fund Activity: Q3 2025 in Review

25 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q3 2025, worth a combined $21.9M — down 13% from $25M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BBCB positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.11M. The largest seller was Trivium Point Advisory, exiting entirely with an estimated $2.22M sold.

  • 25 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q3 2025, down from 27 in Q2 2025.
  • Funds reported $21.9M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q3 2025, down 13% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q3 2025 was Jane Street, an estimated $2.11M added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q3 2025 was Trivium Point Advisory, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2025.