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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

96 hedge funds and large institutions have $405M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$97.4M -$5.03M -107,905 -5%
LPL Financial
2
LPL Financial
California
$46.9M -$24.4M -522,289 -34%
Bank of America
3
Bank of America
North Carolina
$41.4M -$8.62M -184,814 -17%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$25.2M -$1.1M -23,657 -4%
BlackRock
5
BlackRock
New York
$21.6M +$313K +6,713 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.5M -$579K -12,410 -3%
Morgan Stanley
7
Morgan Stanley
New York
$20.3M -$13.4M -287,359 -40%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$17.1M -$11.3M -242,484 -40%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.9M -$20.7M -444,169 -58%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.54M -$6.03M -129,385 -41%
AssetMark Inc
11
AssetMark Inc
California
$6.55M -$5.12M -109,744 -44%
OPAM
12
Ocean Park Asset Management
California
$5.85M
WCM
13
Windsor Capital Management
Arizona
$5.36M -$165K -3,543 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$5.06M +$5.06M +108,434 New
RFM
15
Royal Fund Management
Florida
$4.83M +$168K +3,609 +4%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$4.82M +$271K +5,801 +6%
MWM
17
Mission Wealth Management
California
$4.39M +$298K +6,382 +7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.47M -$3.33M -71,348 -49%
CWM
19
Congress Wealth Management
Massachusetts
$3.45M +$3.45M +74,049 New
Osaic Holdings
20
Osaic Holdings
Arizona
$3.45M +$1.82M +39,424 +111%
EF
21
Empowered Funds
Pennsylvania
$2.91M +$2.91M +62,648 New
Raymond James Financial
22
Raymond James Financial
Florida
$2.46M +$413K +8,855 +20%
OMC
23
Old Mission Capital
Illinois
$2.44M -$1.74M -37,234 -42%
AFG
24
Albion Financial Group
Utah
$2.39M -$1.35K -29 -0.1%
IPAM
25
Investment Partners Asset Management
New Jersey
$2.15M -$1.31K -28 -0.1%