JMEE · JPMorgan BetaBuilders U.S. Aggregate Bond ETF

$76.74 +0.57 (+0.75%) At close · Sep 3

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 58

Total Value: $441,077,467

Total Shares: 9,599,075

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 58 13F filers · Δ vs Mar 31, 2026

Top Holder

50.7%

+15.6 pts

Top 5

83.0%

+12.3 pts

Top 10

93.1%

+10.6 pts

HHI

2,904

Highly concentrated+1,233

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -56

Institutional value: -30.2%

Shares held: -29.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Clearwater Capital Advisors, LLC	+89,298	1,290,839
Mega MORGAN STANLEY	+83,101	332,333
Mega CITADEL ADVISORS LLC	+74,159	110,943
Mega JPMORGAN CHASE & CO	+58,527	4,869,136
Small Tradition Wealth Management, LLC	+44,614	450,990

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega LPL Financial LLC	−1,459,382	744,331
Mega ENVESTNET ASSET MANAGEMENT INC	−668,593	229,355
Large Cetera Investment Advisers	−89,978	131,345
Mega JANE STREET GROUP, LLC	−64,594	7,271
Large MML INVESTORS SERVICES, LLC	−23,958	8,027

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega GOLDMAN SACHS GROUP INC	22,633	$1,039,986
Large HRT FINANCIAL LP	5,922	$272,115
Micro Tripletail Wealth Management, LLC	2,083	$95,713
Mid Global Retirement Partners, LLC	996	$45,766
Mega Russell Investments Group, Ltd.	3	$137

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Apella Capital, LLC	344,819	$15,916,845
Small Wealth Alliance Advisory Group, LLC	322,299	$14,877,321
Large Cambridge Investment Research Advisors, Inc.	291,089	$13,436,668
Small Heck Capital Advisors, LLC	218,380	$10,080,420
Large CWM, LLC	134,198	$6,194,579

Filter: New 6 Increased 20 Reduced 21 Sold out 62 Unchanged 11

Showing 58 of 58

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

JPMORGAN CHASE & CO

$223,736,798

50.73%

4,869,136

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	4,291,293	$197,184,913	88.1%	Defined
J.P. Morgan Private Investments Inc.	36	$1,654	0.0%	Defined
JPMorgan Asset Management (Japan) Ltd	66,934	$3,075,617	1.4%	Defined
55I, LLC	510,873	$23,474,614	10.5%	Other

Clearwater Capital Advisors, LLC

$59,314,052

13.45%

1,290,839

LPL Financial LLC

$34,202,009

7.75%

744,331

Janney Montgomery Scott LLC

$28,299,915

6.42%

615,885

Tradition Wealth Management, LLC

$20,722,990

4.70%

450,990

MORGAN STANLEY

$15,270,700

3.46%

332,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	332,333	$15,270,700	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$10,538,862

2.39%

229,355

HighTower Advisors, LLC

$7,577,017

1.72%

164,897

Cetera Investment Advisers

$6,035,302

1.37%

131,345

CITADEL ADVISORS LLC

$5,097,830

1.16%

110,943

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	110,943	$5,097,830	100.0%	Defined

BANK OF AMERICA CORP /DE/

$3,606,753

0.82%

78,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	78,493	$3,606,753	100.0%	Defined

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

$3,113,939

0.71%

67,768

OSAIC HOLDINGS, INC.

$2,569,339

0.58%

55,916

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	48,706	$2,238,040	87.1%	Defined
Osaic Advisory Services, LLC	7,210	$331,299	12.9%	Defined

MLG Wealth Management DBA Pine Grove Financial Group

$2,510,386

0.57%

54,633

Ascent Group, LLC

$2,491,775

0.56%

54,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55ip/JP Morgan	54,143	$2,487,870	99.8%	Other
Held directly	85	$3,905	0.2%	Sole

Triad Wealth Partners, LLC

$2,275,949

0.52%

49,531

GREAT VALLEY ADVISOR GROUP, INC.

$2,075,377

0.47%

45,166

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,557,337

0.35%

33,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	33,892	$1,557,337	100.0%	Other

Prime Capital Investment Advisors, LLC

$1,061,490

0.24%

23,101

GOLDMAN SACHS GROUP INC

$1,039,986

0.24%

22,633

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	22,633	$1,039,986	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$914,174

0.21%

19,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	19,003	$873,187	95.5%	Defined
Raymond James Financial Services Advisors, Inc.	892	$40,987	4.5%	Defined

Berger Financial Group, Inc

$680,611

0.15%

14,812

Integrated Wealth Concepts LLC

$650,652

0.15%

14,160

TWIN PEAKS WEALTH ADVISORS, LLC

$541,061

0.12%

11,775

Shelter Mutual Insurance Co

$477,880

0.11%

10,400

NATIONAL BANK OF CANADA /FI/

$446,312

0.10%

9,713

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	9,713	$446,312	100.0%	Defined

SUTTON PLACE INVESTORS LLC

$384,279

0.09%

8,363

Perigon Wealth Management, LLC

$380,741

0.09%

8,286

MML INVESTORS SERVICES, LLC

$368,840

0.08%

8,027

StoneX Group Inc.

$365,624

0.08%

7,957

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	7,957	$365,624	100.0%	Defined

Plan Group Financial, LLC

$347,749

0.08%

7,568

JANE STREET GROUP, LLC

$334,102

0.08%

7,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	7,271	$334,102	100.0%	Defined

Perennial Investment Advisors, LLC

$306,210

0.07%

6,664

WBH ADVISORY INC

$294,080

0.07%

6,400

CreativeOne Wealth, LLC

$281,949

0.06%

6,136

FIFTH THIRD BANCORP

$281,719

0.06%

6,131

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	6,131	$281,719	100.0%	Defined

HRT FINANCIAL LP

$272,115

0.06%

5,922

Steward Partners Investment Advisory, LLC

$211,461

0.05%

4,602

US BANCORP \DE\

$100,400

0.02%

2,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	2,185	$100,400	100.0%	Defined

Tripletail Wealth Management, LLC

$95,713

0.02%

2,083

Allworth Financial LP

$50,131

0.01%

1,091

Global Retirement Partners, LLC

$45,766

0.01%

996

Geneos Wealth Management Inc.

$24,675

0.01%

537

FMR LLC

$20,309

0.00%

442

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	442	$20,309	100.0%	Defined

UBS Group AG

$17,690

0.00%

385

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	385	$17,690	100.0%	Defined

Strategic Wealth Partners, Ltd.

$16,542

0.00%

360

Founders Financial Alliance, LLC

$14,933

0.00%

325

Capital Analysts, LLC

$12,406

0.00%

270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	270	$12,406	100.0%	Defined

Transamerica Financial Advisors, LLC

$10,982

0.00%

239

BANK OF MONTREAL /CAN/

$10,890

0.00%

237

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	237	$10,890	100.0%	Defined

VANGUARD ADVISERS INC

$6,708

0.00%

146

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$6,249

0.00%

136

ROYAL BANK OF CANADA

$3,400

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	74	$3,400	100.0%	Defined

WELLS FARGO & COMPANY/MN

$2,986

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	65	$2,986	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	0	$0	0.0%	Defined

Russell Investments Group, Ltd.

$137

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3	$137	100.0%	Defined

Parallel Advisors, LLC

$137

0.00%

HARBOUR INVESTMENTS, INC.

$45

0.00%

SHP Wealth Management

0.00%

Key facts CIK 1485894 CUSIP 46641Q241 13F (30d) 69 filings 53 filers