JPMorgan Betabuilders US AggBBAGETF
13F holders, Q1 2025 (March 31)91holders −7
8new positions
11sold out
1famous investor
$46.11avg. 13F price*
At the end of Q1 2025, 91 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, down 7 from Q4 2024. 8 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($257.7M), Jane Street Group, LLC ($235.4M) and LPL Financial LLC ($108.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.9M |
| Exits | 11 | $5.5M |
All 13F filers, Q4 2024 → Q1 2025: 5,966,821 shares bought and 9,438,835 shares sold, net −3,472,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -60.4% | 5,587,895 | $257.7M |
| Jane Street Group, LLC | 0.43% | Add +2374.7% | 5,105,063 | $235.4M |
| LPL Financial LLC | 0.04% | Add +15.9% | 2,356,179 | $108.6M |
| Clearwater Capital Advisors, LLC | 4.32% | Add +2.7% | 969,917 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.4% | 795,865 | $36.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +19.0% | 523,436 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +28.1% | 389,386 | $18.0M |
| Iron Horse Wealth Management, LLC | 4.99% | Reduce -29.7% | 336,831 | $15.5M |
| Cetera Investment Advisers | 0.02% | Add +23.2% | 273,205 | $12.6M |
| Sharkey, Howes & Javer | 1.71% | Reduce -1.8% | 258,539 | $11.9M |
| Wealth Alliance Advisory Group, LLC | 2.47% | Reduce -9.8% | 258,425 | $11.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.7% | 176,737 | $8.1M |
| Goldstone Financial Group, LLC | 1.22% | Add +5.4% | 174,951 | $8.1M |
| Heck Capital Advisors, LLC | 0.85% | Add +9.9% | 163,087 | $7.5M |
| CGN Advisors LLC | 0.60% | Reduce -11.4% | 133,633 | $6.2M |
| Old Mission Capital LLC | 0.12% | Add +342.4% | 133,545 | $6.2M |
| Flow Traders U.S. LLC | 0.19% | Add +246.8% | 99,282 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -17.0% | 77,078 | $3.6M |
| Kelly Financial Group LLC | 1.08% | Reduce -16.3% | 74,650 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +18.7% | 63,842 | $2.9M |
| Eagle Harbor Asset Management Inc. | 2.79% | Add +21.5% | 59,694 | $2.8M |
| Triad Wealth Partners, LLC | 0.79% | Add +13.9% | 54,994 | $2.5M |
| Legacy Private Trust Co. | 0.16% | Reduce -30.7% | 51,790 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -28.8% | 50,099 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +19.5% | 49,294 | $2.3M |
| ACT Advisors, LLC. | 1.12% | Add +1.4% | 44,941 | $2.1M |
| Bailard, Inc. | 0.05% | Reduce -0.1% | 44,170 | $2.0M |
| Apella Capital, LLC | 0.06% | Reduce -25.5% | 39,631 | $1.8M |
| Bank of America Corp. | 0.00% | Add +61.0% | 35,801 | $1.7M |
| Berger Financial Group, Inc | 0.10% | Reduce -93.4% | 32,050 | $1.5M |
| Strategic Financial Concepts, LLC | 0.27% | Reduce -3.5% | 30,832 | $1.4M |
| Nicolet Advisory Services, LLC | 0.13% | Reduce -12.0% | 28,111 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 27,451 | $1.3M |
| Lockerman Financial Group, Inc. | 1.89% | Add +21.5% | 27,120 | $1.3M |
| Tradition Wealth Management, LLC | 0.08% | New | 20,766 | $958K |
| Cobblestone Asset Management LLC | 0.56% | Add +54.5% | 20,641 | $952K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,863 | $916K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.2% | 18,721 | $863K |
| Cwm, LLC | 0.00% | Add +202.9% | 17,659 | $814K |
| MN Wealth Advisors, LLC | 0.46% | Reduce -5.3% | 17,030 | $785K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.3% | 16,128 | $744K |
| Continuum Wealth Advisors, LLC | 0.33% | Add +1.6% | 14,127 | $651K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -25.4% | 14,091 | $650K |
| 5T Wealth, LLC | 0.35% | Add +158.1% | 13,165 | $607K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.0% | 13,074 | $603K |
| Integrated Wealth Concepts LLC | 0.01% | Add +19.3% | 12,091 | $558K |
| Alpha Omega Wealth Management LLC | 0.10% | Add +0.8% | 11,834 | $546K |
| Ascent Group, LLC | 0.02% | Add +26.1% | 11,526 | $531K |
| Stephens Inc. | 0.01% | Reduce -24.0% | 10,625 | $490K |
| Commonwealth Equity Services, LLC | 0.00% | Add +125.6% | 10,494 | $484K |
| Shelter Mutual Insurance Co | 0.12% | No change | 10,400 | $480K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Add +27.4% | 10,014 | $456K |
| Blue Oak Capital, LLC | 0.24% | New | 9,550 | $440K |
| Avestar Capital, LLC | 0.04% | No change | 9,428 | $435K |
| Sutton Place Investors LLC | 0.26% | Reduce -9.3% | 8,409 | $388K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -54.5% | 8,368 | $386K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -27.6% | 7,485 | $345K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.5% | 6,806 | $314K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.5% | 6,790 | $313K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.4% | 6,540 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -56.3% | 6,522 | $301K |
| Atria Investments, Inc | 0.00% | Reduce -8.9% | 6,043 | $279K |
| Fonville Wealth Management LLC | 0.08% | Add +0.2% | 5,846 | $270K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.3% | 5,710 | $263K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,604 | $258K |
| Bensler, LLC | 0.03% | No change | 5,540 | $255K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -4.9% | 5,379 | $248K |
| Comerica Bank | 0.00% | Add +69.8% | 4,797 | $221K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,721 | $218K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.7% | 4,683 | $216K |
| Private Trust Co. NA | 0.02% | Add +14.1% | 4,397 | $203K |
| US Bancorp \de | 0.00% | No change | 2,966 | $137K |
| Allworth Financial LP | 0.00% | Reduce -9.0% | 2,492 | $114K |
| Rosenberg Matthew Hamilton | 0.02% | Add +33.5% | 1,977 | $91K |
| IFP Advisors, Inc | 0.00% | Add +42.9% | 1,092 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +121.5% | 1,008 | $46K |
| Sunbelt Securities, Inc. | 0.00% | No change | 711 | $33K |
| FMR LLC | 0.00% | Add +98.2% | 555 | $26K |
| LGT Financial Advisors LLC | 0.06% | Reduce -10.2% | 405 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 322 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 274 | $13K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 165 | $8K |
| AE Wealth Management LLC | 0.00% | New | 133 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 107 | $5K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 92 | $4K |
| Royal Bank of Canada | 0.00% | New | 74 | $3K |
| Spire Wealth Management | 0.00% | Reduce -4.2% | 46 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $184 |
| 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.