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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

28 hedge funds and large institutions have $25.8M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

19% more capital invested

Capital invested by funds: $21.7M → $25.8M (+$4.08M)

4.2% more ownership

Funds ownership: 54.17%58.38% (+4.2%)

3% less funds holding

Funds holding: 2928 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JE
1
JMAC Enterprises
Pennsylvania
$3.99M +$53.1K +1,160 +1%
Morgan Stanley
2
Morgan Stanley
New York
$3.73M +$416K +9,090 +12%
LPL Financial
3
LPL Financial
California
$2.91M +$64.4K +1,405 +2%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.23M +$201K +4,397 +10%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$2.22M +$178K +3,893 +9%
SW
6
SMART Wealth
Nebraska
$2.01M +$2.03M +44,344 New
JP Morgan Chase
7
JP Morgan Chase
New York
$1.86M +$202K +4,406 +12%
Bank of America
8
Bank of America
North Carolina
$1.22M +$871K +19,013 +241%
Jane Street
9
Jane Street
New York
$944K +$96.8K +2,114 +11%
IWN
10
Independent Wealth Network
Iowa
$889K +$898K +19,612 New
Cerity Partners
11
Cerity Partners
New York
$872K -$65.6K -1,432 -7%
MF
12
Midwestern Financial
Iowa
$584K +$5.82K +127 +1%
CW
13
CreativeOne Wealth
Kansas
$552K -$24.6K -538 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$503K +$56.8K +1,241 +13%
UBS AM
15
UBS AM
Illinois
$497K +$502K +10,955 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$307K +$37.5K +818 +14%
FIM
17
Freedom Investment Management
Connecticut
$295K -$4.44K -97 -1%
AF
18
Advisornet Financial
Minnesota
$47.8K
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$43.3K +$275 +6 +0.6%
IA
20
IFP Advisors
Florida
$41.5K +$6.64K +145 +19%
FFA
21
Farther Finance Advisors
California
$31.2K -$3.89K -85 -11%
UBS Group
22
UBS Group
Switzerland
$8.75K +$6.37K +139 +257%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$8.53K +$8.61K +188 New
LFA
24
LGT Financial Advisors
Texas
$7.3K +$275 +6 +4%
CAL
25
Capital Analysts LLC
Pennsylvania
$1K