JPMorgan Betabuilders US AggBBAGETF
13F holders, Q2 2026 (June 30)107holders −5
8new positions
12sold out
1famous investor
$46.01avg. 13F price*
At the end of Q2 2026, 107 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, down 5 from Q1 2026. 8 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($224.6M), Clearwater Capital Advisors, LLC ($59.3M) and LPL Financial LLC ($34.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Betabuilders US Agg
- CUSIP
- 46641Q241
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 12 | $2.9M |
All 13F filers, Q1 2026 → Q2 2026: 532,963 shares bought and 2,850,821 shares sold, net −2,317,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 4,869,136 | $224.6M |
| Clearwater Capital Advisors, LLC | 4.35% | Add +7.4% | 1,290,839 | $59.3M |
| LPL Financial LLC | 0.01% | Reduce -66.2% | 744,331 | $34.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +7.8% | 615,885 | $28.3M |
| Tradition Wealth Management, LLC | 1.27% | Add +11.0% | 450,990 | $20.7M |
| Morgan Stanley | 0.00% | Add +33.3% | 332,333 | $15.3M |
| Wealth Alliance Advisory Group, LLC | 2.17% | Add +1.2% | 326,085 | $15.0M |
| Apella Capital, LLC | 0.21% | Reduce -6.6% | 322,153 | $14.7M |
| Heck Capital Advisors, LLC | 0.65% | Add +8.4% | 236,638 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -74.5% | 229,355 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.4% | 164,897 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -40.6% | 131,345 | $6.0M |
| Citadel Advisors | 0.00% | Add +201.6% | 110,943 | $5.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 87,577 | $4.0M |
| Bank of America Corp. | 0.00% | Add +6.1% | 78,493 | $3.6M |
| Eagle Harbor Asset Management Inc. | 2.44% | Add +1.9% | 67,768 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -76.8% | 67,393 | $3.1M |
| Kelly Financial Group LLC | 0.66% | Reduce -3.8% | 64,944 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 55,916 | $2.6M |
| Ascent Group, LLC | 0.07% | Reduce -13.9% | 54,228 | $2.5M |
| CGN Advisors LLC | 0.18% | Reduce -11.2% | 53,662 | $2.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.25% | Reduce -1.0% | 54,633 | $2.5M |
| Legacy Private Trust Co. | 0.13% | Add +25.8% | 51,796 | $2.4M |
| Triad Wealth Partners, LLC | 0.13% | Reduce -13.9% | 49,531 | $2.2M |
| Bailard, Inc. | 0.04% | Add +0.7% | 47,985 | $2.2M |
| ACT Advisors, LLC. | 0.72% | Add +1.0% | 46,841 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +9.2% | 45,166 | $2.1M |
| Independent Wealth Network Inc. | 0.48% | Add +5.6% | 40,733 | $1.9M |
| Kovack Advisors, Inc. | 0.08% | Reduce -3.0% | 34,391 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +553.0% | 33,892 | $1.6M |
| Arlington Financial Advisors, LLC | 0.15% | Reduce -6.8% | 25,461 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -78.2% | 24,659 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +94.5% | 23,101 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,633 | $1.0M |
| Cobblestone Asset Management LLC | 0.40% | Add +11.4% | 20,879 | $959K |
| Raymond James Financial Inc. | 0.00% | Reduce -19.5% | 19,895 | $914K |
| Sharkey, Howes & Javer | 0.09% | Reduce -26.7% | 16,678 | $766K |
| Northbridge Financial Group, LLC | 0.29% | Add +20.7% | 16,280 | $748K |
| Berger Financial Group, Inc | 0.03% | Reduce -14.6% | 14,812 | $681K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 14,203 | $653K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -16.9% | 13,509 | $621K |
| MN Wealth Advisors, LLC | 0.26% | Reduce -25.7% | 13,182 | $606K |
| Alpha Omega Wealth Management LLC | 0.08% | Reduce -0.3% | 12,133 | $558K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Add +1.0% | 11,775 | $541K |
| Avestar Capital, LLC | 0.03% | No change | 10,878 | $500K |
| Shelter Mutual Insurance Co | 0.10% | No change | 10,400 | $478K |
| Elevation Wealth Management LLC | 0.34% | Reduce -2.2% | 9,875 | $454K |
| National Bank of Canada | 0.00% | Reduce -43.1% | 9,713 | $449K |
| 5T Wealth, LLC | 0.16% | Reduce -3.0% | 9,067 | $417K |
| Sutton Place Investors LLC | 0.19% | Reduce -7.9% | 8,363 | $384K |
| Perigon Wealth Management, LLC | 0.01% | No change | 8,286 | $381K |
| MML Investors Services, LLC | 0.00% | Reduce -74.9% | 8,027 | $369K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Reduce -3.3% | 7,990 | $367K |
| StoneX Group Inc. | 0.01% | Add +0.0% | 7,957 | $366K |
| XY Planning Network, Inc. | 0.04% | New | 7,732 | $355K |
| Plan Group Financial, LLC | 0.07% | Add +3.3% | 7,568 | $348K |
| Ascension Capital Advisors, Inc. | 0.10% | Reduce -12.9% | 7,401 | $340K |
| Jane Street Group, LLC | 0.00% | Reduce -89.9% | 7,271 | $334K |
| Stephens Inc. | 0.00% | No change | 7,035 | $323K |
| Composition Wealth, LLC | 0.00% | Reduce -11.1% | 6,753 | $310K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.7% | 6,664 | $306K |
| WBH Advisory Inc. | 0.02% | Reduce -48.4% | 6,400 | $294K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.1% | 6,136 | $282K |
| Fifth Third Bancorp | 0.00% | Add +7.6% | 6,131 | $282K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -78.0% | 5,992 | $275K |
| HRT Financial LP | 0.00% | New | 5,922 | $272K |
| Ignite Planners, LLC | 0.04% | Reduce -12.9% | 5,729 | $263K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 5,367 | $247K |
| IFP Advisors, Inc | 0.00% | Add +10.0% | 5,201 | $239K |
| Lockerman Financial Group, Inc. | 0.35% | Reduce -78.1% | 5,035 | $231K |
| Atria Investments, Inc | 0.00% | Add +11.8% | 5,004 | $230K |
| Shared Vision Wealth Group LLC | 0.07% | New | 4,731 | $217K |
| Bouchey Financial Group, Ltd. | 0.01% | Reduce -0.7% | 4,687 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,602 | $211K |
| Tripletail Wealth Management, LLC | 0.23% | New | 2,083 | $198K |
| Ashton Thomas Securities, LLC | 0.02% | Add +7.3% | 3,070 | $141K |
| Rosenberg Matthew Hamilton | 0.03% | Add +2.6% | 3,065 | $141K |
| US Bancorp \de | 0.00% | No change | 2,185 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Add +138.9% | 1,326 | $61K |
| Allworth Financial LP | 0.00% | Reduce -47.5% | 1,091 | $50K |
| Global Retirement Partners, LLC | 0.00% | — | 996 | $46K |
| Private Trust Co. NA | 0.00% | Reduce -75.6% | 900 | $41K |
| LGT Financial Advisors LLC | 0.18% | Add +22.1% | 750 | $34K |
| Cornerstone Planning Group LLC | 0.00% | Add +15.6% | 732 | $33K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.0% | 537 | $25K |
| FMR LLC | 0.00% | Reduce -18.4% | 442 | $20K |
| UBS Group AG | 0.00% | No change | 385 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 360 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -97.3% | 325 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 274 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 270 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -6.6% | 239 | $11K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -24.2% | 200 | $9K |
| Institute for Wealth Management, LLC. | 0.00% | New | 165 | $8K |
| Vanguard Advisers Inc. | 0.00% | No change | 146 | $7K |
| Lodestone Wealth Management LLC | 0.00% | Add +1.5% | 138 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.2% | 136 | $6K |
| Spire Wealth Management | 0.00% | Add +2.5% | 82 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -96.6% | 74 | $3K |
"% of holder's portfolio" is BBAG's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Agg the manager owns.