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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

29 hedge funds and large institutions have $21.7M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

16% more funds holding

Funds holding: 2529 (+4)

0.51% more ownership

Funds ownership: 53.67%54.17% (+0.51%)

1% less capital invested

Capital invested by funds: $21.9M → $21.7M (-$162K)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
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
$3.98M +$30.3K +657 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$3.35M +$606K +13,141 +22%
LPL Financial
3
LPL Financial
California
$2.88M -$51.2K -1,110 -2%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$2.06M +$224K +4,846 +12%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.05M +$200K +4,328 +11%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.69M +$32.2K +698 +2%
Cerity Partners
7
Cerity Partners
New York
$947K +$954K +20,669 New
Jane Street
8
Jane Street
New York
$857K -$1.27M -27,432 -59%
IA
9
Integrity Alliance
Iowa
$588K +$592K +12,832 New
MF
10
Midwestern Financial
Iowa
$585K -$38.2K -828 -6%
FTUS
11
Flow Traders U.S.
New York
$584K -$461K -9,986 -44%
CW
12
CreativeOne Wealth
Kansas
$582K +$73.1K +1,585 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$451K -$2.77K -60 -0.6%
Bank of America
14
Bank of America
North Carolina
$362K +$28.7K +622 +9%
FIM
15
Freedom Investment Management
Connecticut
$302K +$4.85K +105 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$273K -$9.18K -199 -3%
AF
17
Advisornet Financial
Minnesota
$48.3K +$11.3K +244 +30%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$43.5K +$138 +3 +0.3%
FFA
19
Farther Finance Advisors
California
$35.6K +$3.74K +81 +12%
IA
20
IFP Advisors
Florida
$35.3K +$13.4K +290 +60%
LFA
21
LGT Financial Advisors
Texas
$7.1K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.28K +$6.32K +137 New
UBS Group
23
UBS Group
Switzerland
$2.47K +$785 +17 +46%
CAL
24
Capital Analysts LLC
Pennsylvania
$1K +$1.15K +25 New
Osaic Holdings
25
Osaic Holdings
Arizona
$916 -$2.35K -51 -72%

BBCB Hedge Fund Activity: Q4 2025 in Review

29 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q4 2025, worth a combined $21.7M — down 0.74% from $21.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBCB positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $954K. The largest seller was Jane Street, cutting an estimated $1.27M.

  • 29 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q4 2025, up from 25 in Q3 2025.
  • Funds reported $21.7M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q4 2025, down 0.74% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q4 2025 was Cerity Partners, an estimated $954K added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q4 2025 was Jane Street, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2025.