JPMorgan Betabuilders US AggBBAGETF
13F holders, Q1 2026 (March 31)112holders −4
13new positions
14sold out
1famous investor
$46.12avg. 13F price*
At the end of Q1 2026, 112 institutions reported holding JPMorgan Betabuilders US Agg (BBAG) in their 13F filings, down 4 from Q4 2025. 13 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($221.4M), LPL Financial LLC ($101.7M) and Clearwater Capital Advisors, LLC ($55.5M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.4M |
| Exits | 14 | $7.6M |
All 13F filers, Q4 2025 → Q1 2026: 909,364 shares bought and 707,713 shares sold, net +201,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| JPMorgan Chase & Co. | 0.01% | Add +4.7% | 4,810,609 | $221.4M |
| LPL Financial LLC | 0.03% | Add +4.1% | 2,203,713 | $101.7M |
| Clearwater Capital Advisors, LLC | 4.48% | Add +8.5% | 1,201,541 | $55.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 897,948 | $41.4M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -2.4% | 571,546 | $26.4M |
| Tradition Wealth Management, LLC | 1.33% | Add +92.4% | 406,376 | $18.8M |
| Apella Capital, LLC | 0.24% | Reduce -6.5% | 344,819 | $16.0M |
| Wealth Alliance Advisory Group, LLC | 2.36% | Add +14.3% | 322,299 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.9% | 291,089 | $13.4M |
| Morgan Stanley | 0.00% | Add +9.7% | 249,232 | $11.5M |
| Cetera Investment Advisers | 0.01% | Reduce -1.5% | 221,323 | $10.2M |
| Heck Capital Advisors, LLC | 0.75% | Add +0.9% | 218,380 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.0% | 168,947 | $7.8M |
| Cwm, LLC | 0.02% | Add +10.2% | 134,198 | $6.2M |
| Park Avenue Securities LLC | 0.04% | Reduce -1.0% | 113,101 | $5.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.4% | 85,651 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 73,953 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -82.6% | 71,865 | $3.3M |
| Kelly Financial Group LLC | 0.78% | Reduce -0.8% | 67,535 | $3.1M |
| Eagle Harbor Asset Management Inc. | 2.62% | Reduce -3.1% | 66,500 | $3.1M |
| Ascent Group, LLC | 0.10% | Add +11.1% | 63,020 | $2.9M |
| CGN Advisors LLC | 0.22% | Reduce -7.4% | 60,415 | $2.8M |
| Triad Wealth Partners, LLC | 0.21% | Reduce -1.1% | 57,554 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.6% | 55,538 | $2.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.30% | Reduce -5.6% | 55,203 | $2.5M |
| Bailard, Inc. | 0.05% | Reduce -14.4% | 47,667 | $2.2M |
| ACT Advisors, LLC. | 0.91% | Add +1.7% | 46,358 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +31.7% | 41,362 | $1.9M |
| Legacy Private Trust Co. | 0.12% | Reduce -0.3% | 41,181 | $1.9M |
| Independent Wealth Network Inc. | 0.53% | New | 38,566 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -42.3% | 36,784 | $1.7M |
| Kovack Advisors, Inc. | 0.09% | Reduce -0.2% | 35,438 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -26.8% | 31,985 | $1.5M |
| Ascentis Independent Advisors | 0.10% | New | 29,824 | $1.4M |
| Arlington Financial Advisors, LLC | 0.18% | Add +54.4% | 27,325 | $1.3M |
| Strategic Financial Concepts, LLC | 0.31% | Add +19.5% | 27,294 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.2% | 24,707 | $1.1M |
| Lockerman Financial Group, Inc. | 1.91% | Reduce -0.9% | 23,023 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | Reduce -40.9% | 22,752 | $1.1M |
| Cobblestone Asset Management LLC | 0.39% | Reduce -4.1% | 18,737 | $865K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -17.1% | 17,994 | $831K |
| MN Wealth Advisors, LLC | 0.40% | Add +15.9% | 17,738 | $819K |
| Berger Financial Group, Inc | 0.04% | Reduce -21.1% | 17,334 | $800K |
| National Bank of Canada | 0.00% | Add +1173.0% | 17,071 | $787K |
| Integrated Wealth Concepts LLC | 0.01% | Add +67.5% | 16,249 | $750K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 14,262 | $658K |
| Northbridge Financial Group, LLC | 0.27% | Reduce -3.0% | 13,485 | $623K |
| WBH Advisory Inc. | 0.04% | New | 12,402 | $570K |
| Alpha Omega Wealth Management LLC | 0.09% | Add +0.4% | 12,165 | $562K |
| Founders Financial Alliance, LLC | 0.10% | Add +240.0% | 12,157 | $561K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 11,879 | $548K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Reduce -4.7% | 11,656 | $538K |
| Avestar Capital, LLC | 0.03% | Add +10.4% | 10,878 | $502K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 10,496 | $484K |
| Shelter Mutual Insurance Co | 0.11% | No change | 10,400 | $480K |
| Elevation Wealth Management LLC | 0.43% | Reduce -5.8% | 10,097 | $466K |
| 5T Wealth, LLC | 0.17% | Add +3.8% | 9,346 | $431K |
| Sutton Place Investors LLC | 0.23% | Add +1.6% | 9,077 | $419K |
| Ascension Capital Advisors, Inc. | 0.12% | New | 8,494 | $392K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.1% | 8,286 | $382K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +33.5% | 8,261 | $381K |
| StoneX Group Inc. | 0.02% | Add +39.1% | 7,955 | $367K |
| Composition Wealth, LLC | 0.00% | Reduce -0.1% | 7,598 | $351K |
| Plan Group Financial, LLC | 0.08% | Add +1.2% | 7,327 | $338K |
| Stephens Inc. | 0.00% | Reduce -1.4% | 7,035 | $325K |
| Perennial Investment Advisors, LLC | 0.02% | Add +1.1% | 6,618 | $305K |
| Ignite Planners, LLC | 0.05% | Reduce -1.5% | 6,577 | $304K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.3% | 6,131 | $283K |
| Fifth Third Bancorp | 0.00% | New | 5,696 | $263K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,353 | $247K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.6% | 5,190 | $240K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 5,182 | $239K |
| Bright Futures Wealth Management, LLC. | 0.16% | New | 5,068 | $234K |
| Bensler, LLC | 0.02% | Reduce -0.0% | 4,901 | $226K |
| IFP Advisors, Inc | 0.00% | Add +11.2% | 4,729 | $218K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,720 | $218K |
| Fonville Wealth Management LLC | 0.04% | Reduce -2.6% | 4,653 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.6% | 4,602 | $212K |
| Atria Investments, Inc | 0.00% | Reduce -17.3% | 4,474 | $207K |
| Private Trust Co. NA | 0.02% | No change | 3,682 | $170K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -3.6% | 2,986 | $138K |
| Ashton Thomas Securities, LLC | 0.02% | New | 2,860 | $132K |
| Royal Bank of Canada | 0.00% | Add +2847.3% | 2,181 | $101K |
| US Bancorp \de | 0.00% | No change | 2,185 | $101K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 2,076 | $96K |
| Advisory Services Network, LLC | 0.00% | New | 1,342 | $62K |
| Cornerstone Planning Group LLC | 0.00% | New | 633 | $29K |
| LGT Financial Advisors LLC | 0.15% | Reduce -0.8% | 614 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -18.3% | 581 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.3% | 555 | $26K |
| FMR LLC | 0.00% | Add +73.2% | 542 | $25K |
| Team Financial Group, LLC | 0.01% | New | 430 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.0% | 414 | $19K |
| UBS Group AG | 0.00% | Add +38400.0% | 385 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 360 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 274 | $13K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 264 | $12K |
| Capital Analysts, LLC | 0.00% | New | 270 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -93.2% | 256 | $12K |
| Bank of Montreal | 0.00% | No change | 237 | $11K |
"% of holder's portfolio" is BBAG's weight in each manager's 13F, not the share of JPMorgan Betabuilders US Agg the manager owns.