JPMorgan Betabuilders US AggBBAGETF
13F holders, Q4 2024 (December 31)98holders +5
14new positions
12sold out
1famous investor
$45.18avg. 13F price*
At the end of Q4 2024, 98 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, up 5 from Q3 2024. 14 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($636.9M), LPL Financial LLC ($91.8M) and Clearwater Capital Advisors, LLC ($42.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.1M |
| Exits | 12 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 879,324 shares bought and 1,163,084 shares sold, net −283,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| JPMorgan Chase & Co. | 0.05% | Reduce -3.0% | 14,096,950 | $636.9M |
| LPL Financial LLC | 0.04% | Add +14.2% | 2,032,437 | $91.8M |
| Clearwater Capital Advisors, LLC | 4.18% | Add +7.8% | 944,762 | $42.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.2% | 677,758 | $30.6M |
| Berger Financial Group, Inc | 1.52% | Add +8.6% | 486,936 | $22.0M |
| Iron Horse Wealth Management, LLC | 7.27% | Add +3.7% | 479,434 | $21.7M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -34.8% | 439,804 | $19.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.2% | 304,020 | $13.7M |
| Wealth Alliance Advisory Group, LLC | 2.74% | Add +0.9% | 286,532 | $12.9M |
| Sharkey, Howes & Javer | 1.67% | Reduce -15.4% | 263,367 | $11.9M |
| Cetera Investment Advisers | 0.02% | Add +12.6% | 221,760 | $10.0M |
| Jane Street Group, LLC | 0.01% | Add +591.2% | 206,292 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -54.6% | 200,202 | $9.0M |
| Goldstone Financial Group, LLC | 1.18% | Add +20.0% | 166,037 | $7.5M |
| CGN Advisors LLC | 0.66% | Reduce -11.0% | 150,829 | $6.8M |
| Heck Capital Advisors, LLC | 0.77% | Reduce -1.8% | 148,368 | $6.7M |
| Citadel Advisors | 0.00% | Add +126.5% | 92,863 | $4.2M |
| Park Avenue Securities LLC | 0.04% | Add +4.9% | 90,659 | $4.1M |
| Kelly Financial Group LLC | 1.44% | — | 89,224 | $4.0M |
| Legacy Private Trust Co. | 0.22% | Add +19.3% | 74,751 | $3.4M |
| Morgan Stanley | 0.00% | Add +10.6% | 70,322 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +6.5% | 53,800 | $2.4M |
| Apella Capital, LLC | 0.09% | Reduce -21.9% | 53,178 | $2.4M |
| Eagle Harbor Asset Management Inc. | 2.22% | Add +11.0% | 49,126 | $2.2M |
| Triad Wealth Partners, LLC | 0.79% | New | 48,273 | $2.2M |
| ACT Advisors, LLC. | 1.08% | Reduce -9.5% | 44,338 | $2.0M |
| Bailard, Inc. | 0.05% | Add +1.6% | 44,206 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -2.9% | 41,255 | $1.9M |
| Strategic Financial Concepts, LLC | 0.28% | Add +266.2% | 31,940 | $1.4M |
| Nicolet Advisory Services, LLC | 0.13% | Reduce -9.4% | 31,942 | $1.4M |
| Old Mission Capital LLC | 0.03% | New | 30,184 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | Add +47.1% | 28,625 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.4% | 26,815 | $1.2M |
| Lockerman Financial Group, Inc. | 1.72% | Reduce -0.7% | 22,318 | $1.0M |
| Bank of America Corp. | 0.00% | Add +15.2% | 22,231 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -27.7% | 18,900 | $854K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.1% | 18,370 | $830K |
| MN Wealth Advisors, LLC | 0.46% | Reduce -31.0% | 17,993 | $813K |
| Raymond James Financial Inc. | 0.00% | — | 17,222 | $778K |
| Perigon Wealth Management, LLC | 0.02% | New | 14,930 | $675K |
| Stephens Inc. | 0.01% | No change | 13,975 | $631K |
| Continuum Wealth Advisors, LLC | 0.32% | Reduce -7.5% | 13,906 | $628K |
| Cobblestone Asset Management LLC | 0.39% | Reduce -5.7% | 13,363 | $604K |
| Geneos Wealth Management Inc. | 0.02% | Add +9.6% | 12,111 | $547K |
| Alpha Omega Wealth Management LLC | 0.10% | Reduce -1.5% | 11,745 | $531K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +23.9% | 10,830 | $490K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,400 | $470K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.0% | 10,337 | $467K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -22.7% | 10,137 | $458K |
| Verus Capital Partners, LLC | 0.04% | Reduce -1.8% | 9,565 | $432K |
| Avestar Capital, LLC | 0.04% | New | 9,428 | $428K |
| Sutton Place Investors LLC | 0.24% | Reduce -43.2% | 9,275 | $419K |
| Ascent Group, LLC | 0.03% | Reduce -49.5% | 9,142 | $413K |
| Ameriprise Financial Inc. | 0.00% | New | 8,237 | $372K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.8% | 8,148 | $368K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Reduce -13.7% | 7,860 | $355K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.4% | 7,137 | $322K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.6% | 6,688 | $302K |
| Atria Investments, Inc | 0.00% | Reduce -0.1% | 6,633 | $300K |
| World Equity Group, Inc. | 0.06% | New | 6,600 | $298K |
| JB Capital LLC | 0.02% | Add +1.0% | 6,074 | $274K |
| Fonville Wealth Management LLC | 0.09% | Reduce -3.2% | 5,835 | $264K |
| Cwm, LLC | 0.00% | Add +7.3% | 5,829 | $263K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -24.9% | 5,725 | $259K |
| Cary Street Partners Investment Advisory LLC | 0.17% | New | 5,654 | $255K |
| Bensler, LLC | 0.03% | Add +0.0% | 5,540 | $250K |
| Private Advisor Group, LLC | 0.00% | Add +19.1% | 5,127 | $232K |
| 5T Wealth, LLC | 0.13% | — | 5,101 | $230K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 4,721 | $213K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,652 | $210K |
| Private Trust Co. NA | 0.02% | No change | 3,854 | $174K |
| US Bancorp \de | 0.00% | No change | 2,966 | $134K |
| Comerica Bank | 0.00% | No change | 2,825 | $128K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 2,739 | $124K |
| Global Retirement Partners, LLC | 0.00% | Add +1.6% | 1,849 | $84K |
| Rosenberg Matthew Hamilton | 0.02% | New | 1,481 | $67K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.1% | 1,028 | $46K |
| IFP Advisors, Inc | 0.00% | Reduce -1.7% | 764 | $35K |
| Sunbelt Securities, Inc. | 0.00% | No change | 711 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -56.9% | 455 | $21K |
| LGT Financial Advisors LLC | 0.04% | Reduce -1.5% | 451 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 322 | $15K |
| FMR LLC | 0.00% | Add +29.6% | 280 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 274 | $12K |
| Wells Fargo & Company | 0.00% | Reduce -89.1% | 265 | $12K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 165 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.6% | 148 | $7K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 92 | $4K |
| WR Wealth Planners, LLC | 0.00% | No change | 53 | $2K |
| Spire Wealth Management | 0.00% | Reduce -43.5% | 48 | $2K |
| UBS Group AG | 0.00% | New | 23 | $1K |
| Rothschild Investment LLC | 0.00% | New | 13 | $587 |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -70.0% | 12 | $542 |
| SBI Securities Co., Ltd. | 0.00% | — | 10 | $452 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $181 |
| 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.