JPMorgan Betabuilders US AggBBAGETF
13F holders, Q3 2024 (September 30)93holders −3
11new positions
14sold out
1famous investor
$47.32avg. 13F price*
At the end of Q3 2024, 93 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, down 3 from Q2 2024. 11 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($687.8M), LPL Financial LLC ($84.2M) and Clearwater Capital Advisors, LLC ($41.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.0M |
| Exits | 14 | $28.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,362,773 shares bought and 1,671,331 shares sold, net +691,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| JPMorgan Chase & Co. | 0.06% | Add +12.9% | 14,534,538 | $687.8M |
| LPL Financial LLC | 0.04% | Add +9.5% | 1,779,911 | $84.2M |
| Clearwater Capital Advisors, LLC | 4.04% | Add +3.2% | 876,117 | $41.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.2% | 715,020 | $33.8M |
| Janney Montgomery Scott LLC | 0.09% | Add +18.2% | 674,826 | $31.9M |
| Iron Horse Wealth Management, LLC | 7.48% | Add +1.9% | 462,437 | $21.9M |
| Berger Financial Group, Inc | 1.53% | Add +6.9% | 448,419 | $21.2M |
| HighTower Advisors, LLC | 0.03% | Add +3.4% | 440,693 | $20.9M |
| Sharkey, Howes & Javer | 2.10% | Add +15.9% | 311,311 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +19.5% | 291,654 | $13.8M |
| Wealth Alliance Advisory Group, LLC | 2.82% | Add +2.8% | 284,100 | $13.4M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 196,994 | $9.3M |
| CGN Advisors LLC | 0.81% | Reduce -40.6% | 169,458 | $8.0M |
| Heck Capital Advisors, LLC | 0.82% | Add +1.3% | 151,080 | $7.1M |
| Goldstone Financial Group, LLC | 1.14% | New | 138,325 | $6.5M |
| Park Avenue Securities LLC | 0.05% | Reduce -12.4% | 86,460 | $4.1M |
| Apella Capital, LLC | 0.13% | Reduce -6.3% | 68,056 | $3.2M |
| Morgan Stanley | 0.00% | Reduce -47.1% | 63,560 | $3.0M |
| Legacy Private Trust Co. | 0.20% | Add +1.7% | 62,639 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +19.9% | 50,524 | $2.4M |
| ACT Advisors, LLC. | 1.09% | Reduce -2.3% | 49,001 | $2.3M |
| Eagle Harbor Asset Management Inc. | 2.08% | Add +4.8% | 44,260 | $2.1M |
| Bailard, Inc. | 0.05% | Reduce -4.7% | 43,529 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +15.4% | 42,472 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -27.8% | 40,990 | $1.9M |
| Nicolet Advisory Services, LLC | 0.16% | Reduce -3.1% | 35,257 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -73.8% | 29,844 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.6% | 28,060 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +2.7% | 26,157 | $1.2M |
| MN Wealth Advisors, LLC | 0.70% | Add +7.5% | 26,063 | $1.2M |
| Lockerman Financial Group, Inc. | 1.80% | Add +8.8% | 22,464 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +26.9% | 20,766 | $983K |
| Flow Traders U.S. LLC | 0.05% | Reduce -53.5% | 19,455 | $921K |
| Bank of America Corp. | 0.00% | Add +63.3% | 19,302 | $913K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.3% | 18,962 | $897K |
| Ascent Group, LLC | 0.06% | Add +14.5% | 18,090 | $856K |
| Sutton Place Investors LLC | 0.47% | Add +32.0% | 16,322 | $772K |
| Continuum Wealth Advisors, LLC | 0.38% | Reduce -4.3% | 15,029 | $711K |
| Cobblestone Asset Management LLC | 0.40% | Add +46.7% | 14,168 | $670K |
| Stephens Inc. | 0.01% | Reduce -26.5% | 13,975 | $661K |
| Raymond James & Associates | 0.00% | Reduce -47.5% | 13,924 | $659K |
| Empower Advisory Group, LLC | 0.00% | New | 13,891 | $657K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -25.3% | 13,107 | $620K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.6% | 11,964 | $566K |
| Alpha Omega Wealth Management LLC | 0.10% | Reduce -8.6% | 11,925 | $564K |
| Transcend Capital Advisors, LLC | 0.04% | Add +0.8% | 11,367 | $538K |
| Geneos Wealth Management Inc. | 0.02% | Add +12.1% | 11,053 | $523K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -19.9% | 10,444 | $494K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,400 | $477K |
| Verus Capital Partners, LLC | 0.05% | Reduce -6.5% | 9,741 | $461K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Add +11.7% | 9,106 | $431K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -11.7% | 8,741 | $414K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -97.3% | 8,721 | $413K |
| HRT Financial LP | 0.00% | Reduce -50.9% | 7,787 | $368K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.0% | 7,627 | $361K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 7,353 | $348K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.8% | 6,647 | $314K |
| Atria Investments, Inc | 0.00% | Add +3.1% | 6,643 | $314K |
| Fonville Wealth Management LLC | 0.10% | Reduce -0.3% | 6,026 | $285K |
| JB Capital LLC | 0.02% | New | 6,014 | $285K |
| Bensler, LLC | 0.03% | Reduce -98.4% | 5,539 | $262K |
| Cwm, LLC | 0.00% | New | 5,432 | $257K |
| Cooper Financial Group | 0.03% | Reduce -28.8% | 4,976 | $235K |
| Ignite Planners, LLC | 0.05% | Add +7.2% | 4,919 | $233K |
| Kovack Advisors, Inc. | 0.02% | Reduce -74.5% | 4,680 | $221K |
| Private Advisor Group, LLC | 0.00% | New | 4,303 | $204K |
| Private Trust Co. NA | 0.02% | Add +5.3% | 3,854 | $182K |
| US Bancorp \de | 0.00% | No change | 2,966 | $140K |
| Comerica Bank | 0.00% | No change | 2,825 | $134K |
| Allworth Financial LP | 0.00% | Reduce -33.0% | 2,742 | $130K |
| Wells Fargo & Company | 0.00% | Add +659.6% | 2,423 | $115K |
| Global Retirement Partners, LLC | 0.00% | Add +10.2% | 1,820 | $86K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.5% | 1,055 | $50K |
| GeoWealth Management, LLC | 0.00% | Add +0.1% | 1,029 | $49K |
| Qube Research & Technologies Ltd | 0.00% | New | 797 | $38K |
| IFP Advisors, Inc | 0.00% | Add +11.2% | 777 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +6.3% | 711 | $34K |
| LGT Financial Advisors LLC | 0.05% | Reduce -15.7% | 458 | $22K |
| CENTRAL TRUST Co | 0.00% | Reduce -41.5% | 322 | $15K |
| Clear Point Advisors Inc. | 0.01% | Add +0.3% | 305 | $14K |
| Bank of Montreal | 0.00% | Reduce -86.4% | 237 | $11K |
| FMR LLC | 0.00% | Reduce -8.5% | 216 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +982.4% | 184 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 165 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 135 | $6K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 92 | $4K |
| Spire Wealth Management | 0.00% | Add +2.4% | 85 | $4K |
| WR Wealth Planners, LLC | 0.00% | New | 53 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 40 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 12 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3 | $142 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is BBAG's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Agg the manager owns.