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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

100 hedge funds and large institutions have $450M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
40
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$151M 3,281,134 +169,523 +5%
LPL Financial
2
LPL Financial
California
$40.7M 886,979 -73,693 -8%
Morgan Stanley
3
Morgan Stanley
New York
$39.5M 860,598 +583,225 +210%
Bank of America
4
Bank of America
North Carolina
$23.5M 510,987 +266,079 +109%
GVAG
5
Great Valley Advisor Group
Delaware
$20M 435,203 +14,034 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.6M 295,174 +36,193 +14%
BlackRock
7
BlackRock
New York
$13.5M 294,704 +150,408 +104%
AssetMark Inc
8
AssetMark Inc
California
$12M 261,543 +88,152 +51%
HighTower Advisors
9
HighTower Advisors
Illinois
$12M 260,736 -88,177 -25%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$10.8M 236,151 +91,460 +63%
DAS
11
Dynamic Advisor Solutions
Arizona
$10.6M 232,894 +42,018 +22%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$9.77M 212,866 +65,426 +44%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.81M 170,192 +30,650 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.87M 149,770 -23,262 -13%
DWP
15
Daymark Wealth Partners
Ohio
$6.05M 131,831 +38,399 +41%
WCM
16
Windsor Capital Management
Arizona
$6.02M 131,065 -4,595 -3%
Goldman Sachs
17
Goldman Sachs
New York
$4.37M 95,200 +95,200 New
Jane Street
18
Jane Street
New York
$3.95M 86,113 -73,046 -46%
FFA
19
Founders Financial Alliance
North Carolina
$3.9M 84,946 +1,564 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.88M 84,555 -304 -0.4%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$3.61M 78,690 -1,844 -2%
RFM
22
Royal Fund Management
Florida
$3.27M 71,238 +575 +0.8%
MWM
23
Mission Wealth Management
California
$3.18M 69,293 +5,000 +8%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.48M 53,964 -3,501 -6%
IPAM
25
Investment Partners Asset Management
New Jersey
$2.23M 48,519 +48,519 New