JPMorgan Betabuilders US AggBBAGETF
13F holders, Q3 2025 (September 30)98holders −2
11new positions
12sold out
$46.67avg. 13F price*
At the end of Q3 2025, 98 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, down 2 from Q2 2025. 11 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($230.0M), LPL Financial LLC ($171.7M) and Envestnet Asset Management Inc. ($76.6M).
- Company
- JPMorgan Betabuilders US Agg
- CUSIP
- 46641Q241
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.9M |
| Exits | 12 | $18.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,042,733 shares bought and 684,084 shares sold, net +358,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| JPMorgan Chase & Co. | 0.01% | Add +2.0% | 4,928,102 | $230.0M |
| LPL Financial LLC | 0.05% | Reduce -1.5% | 3,678,850 | $171.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.8% | 1,641,731 | $76.6M |
| Clearwater Capital Advisors, LLC | 4.14% | Add +7.2% | 1,041,795 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +0.6% | 678,880 | $31.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +10.6% | 590,514 | $27.6M |
| Cetera Investment Advisers | 0.02% | Add +13.8% | 430,484 | $20.1M |
| Apella Capital, LLC | 0.38% | Add +245.7% | 366,095 | $17.2M |
| Morgan Stanley | 0.00% | Add +4.9% | 309,825 | $14.5M |
| Wealth Alliance Advisory Group, LLC | 2.21% | Add +1.6% | 261,999 | $12.2M |
| Park Avenue Securities LLC | 0.08% | Add +0.1% | 222,818 | $10.4M |
| Tradition Wealth Management, LLC | 0.69% | Add +715.0% | 199,877 | $9.3M |
| Heck Capital Advisors, LLC | 0.69% | Add +11.2% | 191,520 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.4% | 173,996 | $8.1M |
| Cwm, LLC | 0.02% | Add +26.4% | 111,044 | $5.2M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 94,813 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.9% | 84,705 | $3.9M |
| Sharkey, Howes & Javer | 0.42% | Reduce -62.7% | 70,721 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 70,386 | $3.3M |
| Kelly Financial Group LLC | 0.85% | Reduce -2.6% | 69,071 | $3.2M |
| CGN Advisors LLC | 0.26% | Reduce -45.1% | 67,105 | $3.1M |
| Eagle Harbor Asset Management Inc. | 2.38% | Add +3.2% | 58,679 | $2.7M |
| Ascent Group, LLC | 0.09% | Add +298.9% | 53,450 | $2.5M |
| Bailard, Inc. | 0.05% | Add +11.7% | 52,453 | $2.4M |
| ACT Advisors, LLC. | 0.87% | Add +1.1% | 46,106 | $2.2M |
| Triad Wealth Partners, LLC | 0.27% | Reduce -5.5% | 45,250 | $2.1M |
| Legacy Private Trust Co. | 0.12% | Reduce -4.3% | 42,807 | $2.0M |
| Lockerman Financial Group, Inc. | 2.50% | Add +0.5% | 42,499 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -8.2% | 38,408 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +26.4% | 26,876 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.1% | 24,825 | $1.2M |
| Berger Financial Group, Inc | 0.07% | Reduce -10.2% | 24,624 | $1.1M |
| ORG Partners LLC | 0.21% | Add +77.5% | 24,276 | $1.1M |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -7.0% | 23,851 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Add +38.5% | 20,331 | $949K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.2% | 20,111 | $939K |
| Raymond James Financial Inc. | 0.00% | Add +52.5% | 19,588 | $914K |
| Cobblestone Asset Management LLC | 0.40% | Reduce -9.1% | 18,549 | $866K |
| MN Wealth Advisors, LLC | 0.38% | Reduce -6.0% | 15,326 | $715K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.0% | 14,632 | $683K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 14,126 | $659K |
| Arlington Financial Advisors, LLC | 0.10% | New | 13,895 | $648K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.4% | 12,951 | $604K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Add +12.1% | 12,799 | $597K |
| Alpha Omega Wealth Management LLC | 0.09% | Add +0.8% | 12,021 | $561K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 11,784 | $550K |
| 5T Wealth, LLC | 0.22% | Add +4.6% | 10,662 | $498K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,400 | $485K |
| Continuum Wealth Advisors, LLC | 0.19% | Reduce -14.8% | 9,519 | $444K |
| Avestar Capital, LLC | 0.03% | No change | 9,428 | $440K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -6.3% | 9,124 | $426K |
| Sutton Place Investors LLC | 0.24% | Add +11.1% | 8,929 | $417K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +11.6% | 8,652 | $404K |
| Global Retirement Partners, LLC | 0.01% | Add +25.5% | 8,210 | $383K |
| Stephens Inc. | 0.00% | No change | 7,785 | $363K |
| Composition Wealth, LLC | 0.01% | New | 7,729 | $361K |
| Private Trust Co. NA | 0.03% | Reduce -0.2% | 6,998 | $327K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -0.6% | 6,915 | $323K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -20.2% | 6,817 | $318K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -39.2% | 6,598 | $308K |
| IFP Advisors, Inc | 0.01% | Add +21.6% | 6,589 | $308K |
| Comerica Bank | 0.00% | Reduce -1.4% | 5,902 | $275K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 5,838 | $272K |
| Atria Investments, Inc | 0.00% | Reduce -10.7% | 5,740 | $268K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.1% | 5,586 | $261K |
| Mgo One Seven LLC | 0.01% | New | 5,575 | $260K |
| Fonville Wealth Management LLC | 0.06% | Reduce -7.5% | 5,379 | $251K |
| Ignite Planners, LLC | 0.04% | Add +12.3% | 5,352 | $250K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 5,331 | $249K |
| Bensler, LLC | 0.03% | Reduce -2.0% | 5,229 | $244K |
| Plan Group Financial, LLC | 0.06% | New | 4,786 | $223K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,721 | $220K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -37.7% | 4,485 | $209K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.3% | 3,837 | $179K |
| UBS Group AG | 0.00% | New | 3,207 | $150K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -10.8% | 3,123 | $146K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2,951 | $138K |
| US Bancorp \de | 0.00% | No change | 2,185 | $102K |
| Allworth Financial LP | 0.00% | Reduce -18.0% | 2,164 | $101K |
| Advisory Services Network, LLC | 0.00% | New | 1,363 | $64K |
| GGM Financial LLC | 0.03% | New | 1,307 | $61K |
| Farther Finance Advisors, LLC | 0.00% | No change | 998 | $47K |
| Sunbelt Securities, Inc. | 0.00% | No change | 711 | $33K |
| LGT Financial Advisors LLC | 0.04% | Add +12.0% | 439 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.3% | 406 | $19K |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 355 | $16K |
| FMR LLC | 0.00% | Reduce -19.4% | 319 | $15K |
| 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% | No change | 222 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 197 | $9K |
| Assetmark, Inc. | 0.00% | New | 145 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.3% | 102 | $5K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| Spire Wealth Management | 0.00% | Add +15.8% | 44 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 19 | $890 |
| SBI Securities Co., Ltd. | 0.00% | Add +71.4% | 12 | $560 |
| 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.