JPMorgan Betabuilders US AggBBAGETF
13F holders, Q2 2024 (June 30)96holders +6
11new positions
7sold out
1famous investor
$44.78avg. 13F price*
At the end of Q2 2024, 96 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, up 6 from Q1 2024. 11 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($584.6M), LPL Financial LLC ($73.8M) and Clearwater Capital Advisors, LLC ($38.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.4M |
| Exits | 7 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,264,905 shares bought and 6,760,810 shares sold, net −5,495,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| JPMorgan Chase & Co. | 0.05% | Reduce -25.1% | 12,873,984 | $584.6M |
| LPL Financial LLC | 0.04% | Reduce -2.7% | 1,625,056 | $73.8M |
| Clearwater Capital Advisors, LLC | 4.08% | Add +4.1% | 848,701 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 686,445 | $31.2M |
| Janney Montgomery Scott LLC | 0.08% | Add +40.9% | 570,722 | $25.9M |
| Old Mission Capital LLC | 0.59% | Add +130.7% | 492,677 | $22.4M |
| Iron Horse Wealth Management, LLC | 7.87% | Add +3.0% | 453,899 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Add +7.3% | 426,066 | $19.3M |
| Berger Financial Group, Inc | 1.52% | Add +15.0% | 419,613 | $19.1M |
| Bensler, LLC | 2.14% | Add +11.3% | 349,677 | $15.9M |
| CGN Advisors LLC | 1.51% | Reduce -21.8% | 285,507 | $13.0M |
| Wealth Alliance Advisory Group, LLC | 2.83% | Add +3.5% | 276,394 | $12.6M |
| Sharkey, Howes & Javer | 1.97% | Add +9.9% | 268,629 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.5% | 243,997 | $11.1M |
| Cetera Investment Advisers | 0.02% | Reduce -4.1% | 181,941 | $8.3M |
| Heck Capital Advisors, LLC | 0.84% | Add +0.7% | 149,165 | $6.8M |
| Morgan Stanley | 0.00% | Reduce -23.7% | 120,197 | $5.5M |
| Jane Street Group, LLC | 0.01% | Add +33.5% | 113,733 | $5.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -3.4% | 98,711 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 87,295 | $4.0M |
| Apella Capital, LLC | 0.15% | Reduce -10.0% | 72,662 | $3.3M |
| Legacy Private Trust Co. | 0.20% | Reduce -22.8% | 61,571 | $2.8M |
| Citadel Advisors | 0.00% | Add +135.0% | 56,735 | $2.6M |
| ACT Advisors, LLC. | 1.19% | Reduce -1.4% | 50,176 | $2.3M |
| Bailard, Inc. | 0.06% | Add +4.8% | 45,671 | $2.1M |
| Eagle Harbor Asset Management Inc. | 2.05% | Add +56.7% | 42,231 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.4% | 42,149 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 41,818 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 38,809 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -7.1% | 36,809 | $1.7M |
| Nicolet Advisory Services, LLC | 0.16% | Reduce -42.2% | 36,378 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.4% | 31,024 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -7.0% | 26,516 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -4.5% | 25,459 | $1.2M |
| MN Wealth Advisors, LLC | 0.64% | Reduce -8.2% | 24,241 | $1.1M |
| Strategic Financial Concepts, LLC | 0.55% | Add +1358.9% | 325,503 | $952K |
| Lockerman Financial Group, Inc. | 1.70% | Reduce -9.1% | 20,646 | $938K |
| Stephens Inc. | 0.01% | Reduce -11.2% | 19,005 | $863K |
| Kovack Advisors, Inc. | 0.09% | New | 18,376 | $834K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.4% | 18,176 | $825K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.0% | 17,554 | $797K |
| Prudential Financial Inc. | 0.00% | Add +97.0% | 16,363 | $743K |
| HRT Financial LP | 0.00% | New | 15,854 | $719K |
| Ascent Group, LLC | 0.06% | Add +15.9% | 15,805 | $718K |
| Continuum Wealth Advisors, LLC | 0.38% | Add +30.2% | 15,708 | $713K |
| Alpha Omega Wealth Management LLC | 0.11% | Add +0.7% | 13,044 | $592K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +4.5% | 13,030 | $592K |
| Sutton Place Investors LLC | 0.37% | Add +41.3% | 12,365 | $561K |
| Bank of America Corp. | 0.00% | Reduce -99.4% | 11,817 | $537K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -78.9% | 11,436 | $519K |
| Transcend Capital Advisors, LLC | 0.04% | Add +1.5% | 11,271 | $512K |
| Verus Capital Partners, LLC | 0.05% | Reduce -3.2% | 10,421 | $473K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,400 | $472K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -7.4% | 9,895 | $449K |
| Geneos Wealth Management Inc. | 0.02% | Add +32.8% | 9,864 | $448K |
| Cobblestone Asset Management LLC | 0.28% | Add +21.0% | 9,657 | $439K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Add +12.3% | 8,151 | $370K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -27.9% | 7,630 | $346K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 7,200 | $327K |
| Cooper Financial Group | 0.05% | Reduce -60.3% | 6,992 | $318K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -4.9% | 6,529 | $296K |
| Atria Investments, Inc | 0.00% | Reduce -88.2% | 6,441 | $292K |
| Fonville Wealth Management LLC | 0.11% | Reduce -1.5% | 6,047 | $275K |
| Beacon Financial Advisory LLC | 0.09% | No change | 5,153 | $234K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.8% | 5,028 | $228K |
| True Vision MN LLC | 0.14% | Reduce -8.5% | 4,661 | $212K |
| Ignite Planners, LLC | 0.05% | New | 4,588 | $209K |
| Allworth Financial LP | 0.00% | Reduce -10.1% | 4,095 | $188K |
| Private Trust Co. NA | 0.02% | Reduce -9.0% | 3,661 | $166K |
| US Bancorp \de | 0.00% | No change | 2,966 | $135K |
| Comerica Bank | 0.00% | No change | 2,825 | $128K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.8% | 2,047 | $92K |
| Bank of Montreal | 0.00% | Add +635.4% | 1,743 | $80K |
| Global Retirement Partners, LLC | 0.00% | Reduce -66.0% | 1,652 | $75K |
| GeoWealth Management, LLC | 0.00% | Reduce -16.1% | 1,028 | $47K |
| Ancora Advisors LLC | 0.00% | Reduce -25.5% | 928 | $42K |
| IFP Advisors, Inc | 0.00% | Add +41.8% | 699 | $32K |
| Sunbelt Securities, Inc. | 0.00% | No change | 669 | $30K |
| CENTRAL TRUST Co | 0.00% | Reduce -85.8% | 550 | $25K |
| LGT Financial Advisors LLC | 0.05% | Add +179.9% | 543 | $25K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 319 | $14K |
| Clear Point Advisors Inc. | 0.01% | Add +0.3% | 304 | $14K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 264 | $12K |
| FMR LLC | 0.00% | Add +1142.1% | 236 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 165 | $7K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| UBS Group AG | 0.00% | Reduce -96.2% | 85 | $4K |
| Spire Wealth Management | 0.00% | Add +7.8% | 83 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 81 | $4K |
| Sandy Spring Bank | 0.00% | No change | 70 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 58 | $3K |
| Assetmark, Inc. | 0.00% | New | 46 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -92.7% | 40 | $2K |
| Webster Bank, N. A. | 0.00% | New | 40 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.7% | 17 | $772 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is BBAG's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Agg the manager owns.