JPMorgan Betabuilders US AggBBAGETF
13F holders, Q4 2025 (December 31)116holders +18
16new positions
2sold out
1famous investor
$46.42avg. 13F price*
At the end of Q4 2025, 116 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, up 18 from Q3 2025. 16 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($213.2M), LPL Financial LLC ($98.2M) and Clearwater Capital Advisors, LLC ($51.4M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $31.9M |
| Exits | 2 | $324K |
All 13F filers, Q3 2025 → Q4 2025: 962,988 shares bought and 3,701,027 shares sold, net −2,738,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -6.8% | 4,593,725 | $213.2M |
| LPL Financial LLC | 0.03% | Reduce -42.5% | 2,116,045 | $98.2M |
| Clearwater Capital Advisors, LLC | 4.29% | Add +6.3% | 1,107,784 | $51.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -48.2% | 850,670 | $39.5M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -0.8% | 585,787 | $27.2M |
| Jane Street Group, LLC | 0.02% | New | 412,908 | $19.2M |
| Apella Capital, LLC | 0.34% | Add +0.7% | 368,751 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -56.7% | 293,826 | $13.6M |
| Wealth Alliance Advisory Group, LLC | 2.24% | Add +7.6% | 281,948 | $13.1M |
| Morgan Stanley | 0.00% | Reduce -26.7% | 227,109 | $10.5M |
| Cetera Investment Advisers | 0.01% | Reduce -47.8% | 224,794 | $10.4M |
| Heck Capital Advisors, LLC | 0.75% | Add +13.0% | 216,473 | $10.1M |
| Tradition Wealth Management, LLC | 0.70% | Add +5.7% | 211,243 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.9% | 168,991 | $7.8M |
| Cwm, LLC | 0.02% | Add +9.7% | 121,804 | $5.7M |
| Park Avenue Securities LLC | 0.04% | Reduce -48.7% | 114,275 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | New | 92,498 | $4.3M |
| Bank of America Corp. | 0.00% | Add +96.3% | 75,397 | $3.5M |
| Eagle Harbor Asset Management Inc. | 2.64% | Add +17.0% | 68,660 | $3.2M |
| Kelly Financial Group LLC | 0.81% | Reduce -1.4% | 68,097 | $3.2M |
| CGN Advisors LLC | 0.24% | Reduce -2.8% | 65,245 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.2% | 65,032 | $3.0M |
| Citadel Advisors | 0.00% | New | 63,732 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.5% | 62,308 | $2.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.33% | — | 58,473 | $2.7M |
| Triad Wealth Partners, LLC | 0.26% | Add +28.6% | 58,205 | $2.7M |
| Flow Traders U.S. LLC | 0.09% | New | 57,524 | $2.7M |
| Ascent Group, LLC | 0.09% | Add +6.1% | 56,708 | $2.6M |
| Bailard, Inc. | 0.06% | Add +6.2% | 55,719 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +149.1% | 50,093 | $2.3M |
| ACT Advisors, LLC. | 0.83% | Reduce -1.1% | 45,586 | $2.1M |
| MML Investors Services, LLC | 0.00% | Reduce -53.9% | 43,700 | $2.0M |
| Legacy Private Trust Co. | 0.11% | Reduce -3.5% | 41,296 | $1.9M |
| Sharkey, Howes & Javer | 0.23% | Reduce -45.5% | 38,519 | $1.8M |
| Kovack Advisors, Inc. | 0.08% | New | 35,494 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +16.9% | 31,406 | $1.5M |
| ORG Partners LLC | 0.23% | Add +11.8% | 27,137 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +34.4% | 26,329 | $1.2M |
| Lockerman Financial Group, Inc. | 2.07% | Reduce -45.3% | 23,238 | $1.1M |
| Strategic Financial Concepts, LLC | 0.97% | Add +234.9% | 22,832 | $1.1M |
| Berger Financial Group, Inc | 0.06% | Reduce -10.8% | 21,963 | $1.0M |
| Geneos Wealth Management Inc. | 0.02% | Add +6.7% | 21,694 | $1.0M |
| Cobblestone Asset Management LLC | 0.41% | Add +5.4% | 19,543 | $907K |
| Arlington Financial Advisors, LLC | 0.12% | Add +27.4% | 17,696 | $821K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.1% | 15,696 | $729K |
| MN Wealth Advisors, LLC | 0.36% | Reduce -0.1% | 15,309 | $711K |
| Northbridge Financial Group, LLC | 0.29% | — | 13,904 | $645K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | Reduce -4.5% | 12,228 | $568K |
| Alpha Omega Wealth Management LLC | 0.09% | Add +0.8% | 12,112 | $562K |
| Elevation Wealth Management LLC | 0.48% | — | 10,717 | $499K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -27.9% | 10,552 | $490K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,400 | $483K |
| Avestar Capital, LLC | 0.03% | Add +4.5% | 9,855 | $457K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -60.9% | 9,702 | $450K |
| Continuum Wealth Advisors, LLC | 0.16% | Reduce -3.5% | 9,190 | $427K |
| 5T Wealth, LLC | 0.17% | Reduce -15.6% | 9,004 | $418K |
| Sutton Place Investors LLC | 0.23% | Add +0.1% | 8,934 | $415K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.1% | 8,296 | $385K |
| Composition Wealth, LLC | 0.01% | Reduce -1.6% | 7,602 | $353K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.2% | 7,485 | $347K |
| Plan Group Financial, LLC | 0.09% | Add +51.2% | 7,237 | $336K |
| Stephens Inc. | 0.00% | Reduce -8.3% | 7,135 | $331K |
| Ignite Planners, LLC | 0.05% | Add +24.8% | 6,680 | $311K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -44.3% | 6,559 | $304K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -5.3% | 6,547 | $304K |
| Cary Street Partners Investment Advisory LLC | 0.08% | New | 6,187 | $287K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -7.4% | 6,111 | $284K |
| Comerica Bank | 0.00% | Reduce -1.6% | 5,805 | $269K |
| StoneX Group Inc. | 0.01% | New | 5,717 | $267K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -33.9% | 5,716 | $265K |
| Atria Investments, Inc | 0.00% | Reduce -5.8% | 5,410 | $251K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,344 | $248K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,173 | $240K |
| Bensler, LLC | 0.02% | Reduce -6.3% | 4,902 | $228K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -79.7% | 4,841 | $225K |
| Fonville Wealth Management LLC | 0.05% | Reduce -11.2% | 4,776 | $222K |
| Mgo One Seven LLC | 0.00% | Reduce -14.7% | 4,754 | $221K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -0.0% | 4,720 | $219K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.7% | 4,456 | $207K |
| IFP Advisors, Inc | 0.00% | Reduce -35.4% | 4,254 | $197K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.4% | 4,161 | $193K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -35.6% | 3,757 | $175K |
| Global Retirement Partners, LLC | 0.00% | Reduce -55.0% | 3,691 | $171K |
| Private Trust Co. NA | 0.01% | Reduce -47.4% | 3,682 | $171K |
| Founders Financial Alliance, LLC | 0.03% | New | 3,576 | $166K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -0.8% | 3,099 | $144K |
| Wells Fargo & Company | 0.00% | Reduce -23.8% | 2,250 | $104K |
| US Bancorp \de | 0.00% | No change | 2,185 | $101K |
| Allworth Financial LP | 0.00% | Reduce -3.9% | 2,079 | $96K |
| National Bank of Canada | 0.00% | New | 1,341 | $62K |
| GGM Financial LLC | 0.03% | Reduce -8.0% | 1,203 | $56K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,146 | $53K |
| Larson Financial Group LLC | 0.00% | New | 982 | $46K |
| Fairway Wealth LLC | 0.01% | New | 743 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 711 | $33K |
| AE Wealth Management LLC | 0.00% | Add +3384.2% | 662 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.9% | 640 | $30K |
| LGT Financial Advisors LLC | 0.18% | Add +41.0% | 619 | $29K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.0% | 410 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 360 | $17K |
| FMR LLC | 0.00% | Reduce -1.9% | 313 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 274 | $13K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 197 | $9K |
| Assetmark, Inc. | 0.00% | No change | 145 | $7K |
| Lodestone Wealth Management LLC | 0.00% | New | 135 | $6K |
| Key Financial Inc | 0.00% | No change | 93 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.8% | 93 | $4K |
| CENTRAL TRUST Co | 0.00% | Reduce -61.7% | 85 | $4K |
| Spire Wealth Management | 0.00% | Add +59.1% | 70 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -79.2% | 74 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | — | 53 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.7% | 10 | $464 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $46 |
| UBS Group AG | 0.00% | Reduce -100.0% | 1 | $46 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is BBAG's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Agg the manager owns.