JPMorgan Betabuilders US AggBBAGETF
13F holders, Q2 2025 (June 30)100holders +9
14new positions
6sold out
1famous investor
$46.17avg. 13F price*
At the end of Q2 2025, 100 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, up 9 from Q1 2025. 14 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($223.0M), LPL Financial LLC ($172.4M) and Envestnet Asset Management Inc. ($73.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.6M |
| Exits | 6 | $9.5M |
All 13F filers, Q1 2025 → Q2 2025: 3,457,405 shares bought and 6,210,338 shares sold, net −2,752,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -13.6% | 4,830,454 | $223.0M |
| LPL Financial LLC | 0.06% | Add +58.5% | 3,733,819 | $172.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +100.8% | 1,597,739 | $73.8M |
| Clearwater Capital Advisors, LLC | 4.10% | Add +0.2% | 972,272 | $44.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +73.3% | 674,910 | $31.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.0% | 533,719 | $24.6M |
| Cetera Investment Advisers | 0.03% | Add +38.5% | 378,289 | $17.5M |
| Iron Horse Wealth Management, LLC | 4.64% | Add +1.1% | 340,534 | $15.7M |
| Morgan Stanley | 0.00% | Add +489.5% | 295,344 | $13.6M |
| Wealth Alliance Advisory Group, LLC | 2.27% | Reduce -0.3% | 257,789 | $11.9M |
| Park Avenue Securities LLC | 0.09% | New | 222,629 | $10.3M |
| Jane Street Group, LLC | 0.01% | Reduce -96.2% | 196,132 | $9.1M |
| Sharkey, Howes & Javer | 1.17% | Reduce -26.6% | 189,626 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 178,256 | $8.2M |
| Heck Capital Advisors, LLC | 0.68% | Add +5.6% | 172,210 | $8.0M |
| CGN Advisors LLC | 0.50% | Reduce -8.5% | 122,312 | $5.6M |
| Citadel Advisors | 0.00% | Add +39.0% | 107,141 | $4.9M |
| Apella Capital, LLC | 0.13% | Add +167.2% | 105,909 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +94.5% | 95,877 | $4.4M |
| Cwm, LLC | 0.01% | Add +397.7% | 87,882 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +36.7% | 87,270 | $4.0M |
| Kelly Financial Group LLC | 0.95% | Reduce -5.0% | 70,942 | $3.3M |
| Eagle Harbor Asset Management Inc. | 2.53% | Reduce -4.7% | 56,884 | $2.6M |
| Triad Wealth Partners, LLC | 0.45% | Reduce -12.9% | 47,870 | $2.2M |
| Bailard, Inc. | 0.05% | Add +6.3% | 46,961 | $2.2M |
| ACT Advisors, LLC. | 0.97% | Add +1.4% | 45,581 | $2.1M |
| Legacy Private Trust Co. | 0.13% | Reduce -13.6% | 44,751 | $2.1M |
| Lockerman Financial Group, Inc. | 2.63% | Add +56.0% | 42,296 | $2.0M |
| Bank of America Corp. | 0.00% | Add +16.8% | 41,829 | $1.9M |
| Berger Financial Group, Inc | 0.08% | Reduce -14.5% | 27,414 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | Reduce -74.1% | 25,702 | $1.2M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -8.8% | 25,638 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.0% | 25,519 | $1.2M |
| Old Mission Capital LLC | 0.03% | Reduce -81.3% | 24,990 | $1.2M |
| Tradition Wealth Management, LLC | 0.09% | Add +18.1% | 24,526 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 21,265 | $982K |
| RMR Wealth Builders | 0.09% | New | 21,017 | $970K |
| Cobblestone Asset Management LLC | 0.50% | Reduce -1.1% | 20,405 | $942K |
| Integrated Wealth Concepts LLC | 0.01% | Add +61.5% | 19,532 | $902K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.0% | 16,468 | $760K |
| MN Wealth Advisors, LLC | 0.44% | Reduce -4.2% | 16,312 | $753K |
| Commonwealth Equity Services, LLC | 0.00% | Add +41.4% | 14,834 | $685K |
| Geneos Wealth Management Inc. | 0.02% | Add +12.3% | 14,675 | $678K |
| ORG Partners LLC | 0.14% | New | 13,678 | $629K |
| Ascent Group, LLC | 0.02% | Add +16.3% | 13,399 | $619K |
| Raymond James Financial Inc. | 0.00% | Reduce -20.4% | 12,846 | $593K |
| HRT Financial LP | 0.00% | New | 12,459 | $575K |
| Alpha Omega Wealth Management LLC | 0.10% | Add +0.8% | 11,927 | $551K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | Add +14.0% | 11,420 | $526K |
| Continuum Wealth Advisors, LLC | 0.25% | Reduce -20.9% | 11,177 | $516K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.4% | 11,082 | $512K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.9% | 10,857 | $501K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,400 | $480K |
| 5T Wealth, LLC | 0.24% | Reduce -22.6% | 10,193 | $471K |
| Perigon Wealth Management, LLC | 0.01% | Add +49.3% | 9,735 | $449K |
| Avestar Capital, LLC | 0.03% | No change | 9,428 | $435K |
| Blue Oak Capital, LLC | 0.23% | Reduce -2.3% | 9,329 | $431K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -72.3% | 8,543 | $395K |
| Sutton Place Investors LLC | 0.22% | Reduce -4.5% | 8,034 | $371K |
| Stephens Inc. | 0.00% | Reduce -26.7% | 7,785 | $359K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,750 | $358K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -3.9% | 7,196 | $332K |
| Private Trust Co. NA | 0.03% | Add +59.5% | 7,012 | $324K |
| Perennial Investment Advisors, LLC | 0.03% | Add +2.4% | 6,956 | $321K |
| GTS Securities LLC | 0.01% | New | 6,936 | $320K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.9% | 6,607 | $303K |
| Global Retirement Partners, LLC | 0.01% | — | 6,540 | $302K |
| Atria Investments, Inc | 0.00% | Add +6.3% | 6,427 | $297K |
| Comerica Bank | 0.00% | Add +24.8% | 5,986 | $276K |
| Fonville Wealth Management LLC | 0.07% | Reduce -0.5% | 5,817 | $269K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.1% | 5,645 | $261K |
| IFP Advisors, Inc | 0.01% | Add +396.4% | 5,421 | $250K |
| Bensler, LLC | 0.03% | Reduce -3.6% | 5,338 | $246K |
| Private Advisor Group, LLC | 0.00% | Add +13.5% | 5,317 | $245K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,721 | $218K |
| Ignite Planners, LLC | 0.04% | New | 4,767 | $218K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.2% | 4,694 | $217K |
| Flagstar Securities, Inc. | 0.06% | New | 4,585 | $212K |
| Rosenberg Matthew Hamilton | 0.04% | Add +77.0% | 3,499 | $162K |
| Allworth Financial LP | 0.00% | Add +5.9% | 2,640 | $122K |
| US Bancorp \de | 0.00% | Reduce -26.3% | 2,185 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 998 | $46K |
| Sunbelt Securities, Inc. | 0.00% | No change | 711 | $32K |
| Clarity Asset Management, Inc. | 0.01% | New | 401 | $19K |
| FMR LLC | 0.00% | Reduce -28.6% | 396 | $18K |
| LGT Financial Advisors LLC | 0.05% | Reduce -3.2% | 392 | $18K |
| Total Investment Management Inc. | 0.00% | New | 374 | $17K |
| Royal Bank of Canada | 0.00% | Add +393.2% | 365 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 274 | $13K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
| CENTRAL TRUST Co | 0.00% | Reduce -31.1% | 222 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +84.1% | 197 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 119 | $5K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 49 | $2K |
| Spire Wealth Management | 0.00% | Reduce -17.4% | 38 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -85.7% | 19 | $880 |
| SBI Securities Co., Ltd. | 0.00% | New | 7 | $323 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $185 |
| 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.