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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $841M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
53
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$470K +$109K +2,355 +30%
LA
52
Lane & Associates
New Jersey
$434K -$97.3K -2,107 -18%
AG
53
Ascent Group
Virginia
$433K +$16.4K +355 +4%
GM
54
GeoWealth Management
Illinois
$391K -$138K -2,996 -26%
NAS
55
Nicolet Advisory Services
Wisconsin
$370K -$149K -3,258 -29%
AWA
56
Acorn Wealth Advisors
Michigan
$319K +$2.96K +64 +0.9%
CA
57
Cetera Advisors
Colorado
$286K +$43.7K +947 +18%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$265K -$60.4K -1,310 -19%
CAL
59
Capital Analysts LLC
Pennsylvania
$263K +$10.2K +220 +4%
CCFCSB
60
Cape Cod Five Cents Savings Bank
Massachusetts
$249K -$41K -887 -14%
SFS
61
Security Financial Services
Indiana
$235K +$14.6K +317 +7%
Truist Financial
62
Truist Financial
North Carolina
$231K
FFA
63
Farther Finance Advisors
California
$230K +$26.6K +583 +13%
TA
64
TFB Advisors
Kansas
$229K +$229K +5,064 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$46.8K -1,013 -17%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$222K +$9K +195 +4%
GLLW
67
Graves Light Lenhart Wealth
Virginia
$221K -$396K -8,575 -64%
CA
68
CGN Advisors
Kansas
$205K +$205K +4,440 New
RJT
69
Raymond James Trust
Florida
$204K -$366K -7,921 -64%
MHR
70
Matthew Hamilton Rosenberg
$176K
CFGS
71
Concourse Financial Group Securities
Alabama
$159K +$20.9K +453 +15%
PTC
72
Private Trust Company
Ohio
$147K
RFS
73
Richardson Financial Services
Massachusetts
$128K +$1.39K +30 +1%
IA
74
IFP Advisors
Florida
$111K +$20.6K +446 +23%
GRP
75
Global Retirement Partners
California
$79.3K +$5.13K +111 +7%