JPMorgan Betabuilders US AggBBAGETF
13F holders, Q1 2024 (March 31)90holders
1famous investor
$45.87avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($787.9M), Bank of America Corp. ($94.5M) and LPL Financial LLC ($76.6M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.5M |
| Exits | 10 | $3.3M |
Ownership 90 holders
| JPMorgan Chase & Co. | 0.07% | Reduce -24.9% | 17,177,806 | $787.9M |
| Bank of America Corp. | 0.01% | Add +2301.5% | 2,060,476 | $94.5M |
| LPL Financial LLC | 0.04% | Reduce -13.3% | 1,669,507 | $76.6M |
| Clearwater Capital Advisors, LLC | 3.99% | Add +6.7% | 815,054 | $37.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.0% | 696,437 | $31.9M |
| Iron Horse Wealth Management, LLC | 8.00% | Add +13.3% | 440,809 | $20.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +59.0% | 404,936 | $18.6M |
| HighTower Advisors, LLC | 0.03% | Add +3.8% | 397,046 | $18.2M |
| CGN Advisors LLC | 2.12% | Add +38.4% | 364,921 | $16.7M |
| Berger Financial Group, Inc | 1.38% | Reduce -63.0% | 364,875 | $16.7M |
| Bensler, LLC | 2.09% | Add +13.1% | 314,174 | $14.4M |
| Wealth Alliance Advisory Group, LLC | 2.84% | Add +7.7% | 266,978 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -21.7% | 245,148 | $11.2M |
| Sharkey, Howes & Javer | 1.84% | Add +61.1% | 244,383 | $11.2M |
| Old Mission Capital LLC | 0.24% | New | 213,529 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +628.8% | 189,735 | $8.7M |
| Morgan Stanley | 0.00% | Reduce -62.2% | 157,440 | $7.2M |
| Heck Capital Advisors, LLC | 1.04% | Add +2.8% | 148,085 | $6.8M |
| Park Avenue Securities LLC | 0.06% | Reduce -17.7% | 102,136 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +138.4% | 85,227 | $3.9M |
| Apella Capital, LLC | 0.18% | Reduce -23.8% | 80,710 | $3.7M |
| Legacy Private Trust Co. | 0.27% | Reduce -5.0% | 79,711 | $3.7M |
| Nicolet Advisory Services, LLC | 0.29% | Reduce -15.3% | 62,909 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -77.0% | 55,746 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +1.0% | 54,376 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -40.2% | 54,179 | $2.5M |
| ACT Advisors, LLC. | 1.28% | Reduce -5.1% | 50,892 | $2.3M |
| Bailard, Inc. | 0.06% | Add +4.7% | 43,588 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -41.3% | 39,615 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.2% | 33,500 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -32.7% | 28,500 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.32% | Add +46.9% | 26,954 | $1.2M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -9.5% | 26,671 | $1.2M |
| MN Wealth Advisors, LLC | 0.75% | Add +1.8% | 26,418 | $1.2M |
| Citadel Advisors | 0.00% | Add +78.8% | 24,144 | $1.1M |
| Lockerman Financial Group, Inc. | 1.99% | Reduce -19.2% | 22,702 | $1.0M |
| Strategic Financial Concepts, LLC | 0.25% | New | 22,312 | $1.0M |
| Stephens Inc. | 0.02% | Add +3.7% | 21,395 | $981K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -19.5% | 19,507 | $895K |
| Cooper Financial Group | 0.13% | Reduce -69.5% | 17,622 | $808K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.7% | 13,729 | $630K |
| Ascent Group, LLC | 0.06% | Add +8.7% | 13,640 | $626K |
| Alpha Omega Wealth Management LLC | 0.11% | Reduce -0.1% | 12,948 | $594K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +17.5% | 12,473 | $572K |
| Continuum Wealth Advisors, LLC | 0.31% | Add +30.1% | 12,067 | $554K |
| Transcend Capital Advisors, LLC | 0.04% | Add +7.9% | 11,104 | $509K |
| Verus Capital Partners, LLC | 0.05% | Reduce -1.4% | 10,764 | $494K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -17.6% | 10,685 | $490K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -13.2% | 10,579 | $485K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,400 | $477K |
| Sutton Place Investors LLC | 0.20% | Add +6.7% | 8,752 | $401K |
| World Equity Group, Inc. | 0.08% | Reduce -0.7% | 8,539 | $392K |
| Prudential Financial Inc. | 0.00% | New | 8,307 | $381K |
| Cobblestone Asset Management LLC | 0.25% | Add +68.2% | 7,980 | $366K |
| Geneos Wealth Management Inc. | 0.02% | New | 7,428 | $341K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Add +2.7% | 7,256 | $333K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,233 | $332K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -7.4% | 6,867 | $315K |
| Fonville Wealth Management LLC | 0.12% | New | 6,139 | $282K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 5,765 | $264K |
| Beacon Financial Advisory LLC | 0.11% | No change | 5,153 | $236K |
| True Vision MN LLC | 0.16% | Reduce -67.1% | 5,096 | $227K |
| Global Retirement Partners, LLC | 0.01% | Add +30.1% | 4,859 | $223K |
| Qube Research & Technologies Ltd | 0.00% | Add +32.1% | 4,844 | $222K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.2% | 4,648 | $213K |
| Allworth Financial LP | 0.00% | Reduce -2.5% | 4,556 | $209K |
| Private Trust Co. NA | 0.02% | Reduce -20.4% | 4,022 | $184K |
| Valley National Advisers Inc. | 0.03% | Reduce -15.6% | 4,017 | $184K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.0% | 3,869 | $177K |
| US Bancorp \de | 0.00% | New | 2,966 | $136K |
| Comerica Bank | 0.00% | Reduce -2.9% | 2,825 | $130K |
| UBS Group AG | 0.00% | New | 2,246 | $103K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.5% | 2,085 | $95K |
| Ancora Advisors LLC | 0.00% | New | 1,246 | $57K |
| GeoWealth Management, LLC | 0.00% | Reduce -32.2% | 1,226 | $56K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -30.8% | 935 | $43K |
| Sunbelt Securities, Inc. | 0.00% | No change | 669 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -99.1% | 549 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -31.2% | 493 | $23K |
| Clear Point Advisors Inc. | 0.01% | Add +0.3% | 303 | $14K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
| LGT Financial Advisors LLC | 0.01% | Reduce -59.0% | 194 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 165 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 165 | $8K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| Spire Wealth Management | 0.00% | No change | 77 | $4K |
| Sandy Spring Bank | 0.00% | No change | 70 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 45 | $2K |
| FMR LLC | 0.00% | New | 19 | $872 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is BBAG's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Agg the manager owns.