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JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (NYSEARCA:JAGG)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$256.34M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.65M
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JAGG Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders U.S. Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2023Envestnet Asset Management Inc.614,945$28.40M0.0%-2.6%2.544%
8/4/2023Atria Investments Inc52,503$2.43M0.0%+4.0%0.217%
8/1/2023Shelter Mutual Insurance Co10,400$480K0.1%N/A0.043%
8/1/2023 Iron Horse Wealth Management LLC354,703$16.38M8.0%N/A1.468%
7/31/2023LPL Financial LLC3,741,720$172.79M0.1%+2.7%15.481%
7/31/2023Verus Capital Partners LLC11,029$509K0.1%-3.8%0.046%
7/31/2023 Valley National Advisers Inc.4,067$188K0.0%-78.9%0.017%
7/28/2023Private Trust Co. NA11,401$526K0.1%+31.3%0.047%
7/27/2023Continuum Wealth Advisors LLC6,847$316K0.2%-4.8%0.028%
7/26/2023CENTRAL TRUST Co10,999$508K0.0%-2.4%0.046%
7/26/2023 Red Cedar Investment Management LLC20,631$953K0.1%+22.4%0.085%
7/26/2023Janney Montgomery Scott LLC83,321$3.85M0.0%+184.2%0.345%
7/25/2023 Raymond James & Associates128,887$5.95M0.0%-20.9%0.533%
7/25/2023Richard W. Paul & Associates LLC53,755$2.48M1.1%+1.4%0.222%
7/20/2023Acorn Financial Advisory Services Inc. ADV6,232$288K0.1%N/A0.026%
7/20/2023Bensler LLC221,954$10.25M1.9%+7.2%0.918%
7/20/2023Bailard Inc.39,993$1.85M0.1%+1.6%0.165%
7/17/2023Beacon Financial Advisory LLC7,582$350K0.2%-26.0%0.031%
7/14/2023 Sharkey Howes & Javer176,565$8.15M1.5%+284.2%0.731%
7/13/2023Cambridge Investment Research Advisors Inc.750,889$34.68M0.2%+4.1%3.107%
7/10/2023AE Wealth Management LLC54,284$2.51M0.0%+0.7%0.225%
7/10/2023 CGN Advisors LLC261,513$12.08M1.7%-5.5%1.082%
7/7/2023 Cooper Financial Group6,683$309K0.1%N/A0.028%
7/7/2023 Legacy Private Trust Co.139,115$6.42M0.5%-7.7%0.576%
7/6/2023 Apella Capital LLC128,026$5.91M0.4%N/A0.530%
7/5/2023 Symmetry Partners LLC1,516,693$70.04M3.7%-1.2%6.275%
5/12/2023OLD Mission Capital LLC148,017$6.95M0.1%+502.0%0.612%
5/12/2023GeoWealth Management LLC145,737$6.84M0.8%+15.2%0.603%
5/12/2023HighTower Advisors LLC293,436$13.77M0.0%-1.7%1.214%
5/12/2023Perennial Investment Advisors LLC13,925$654K0.1%N/A0.058%
5/11/2023Cambridge Investment Research Advisors Inc.721,426$33.87M0.2%+1,666.2%2.985%
5/11/2023Envestnet Asset Management Inc.631,545$29.65M0.0%-1.7%2.613%
5/10/2023Clearwater Capital Advisors LLC469,378$22.04M2.7%+0.1%1.942%
5/10/2023Atria Investments Inc50,481$2.37M0.0%+15.0%0.209%
5/10/2023Private Advisor Group LLC15,467$726K0.0%N/A0.064%
5/10/2023LPL Financial LLC3,642,815$171.03M0.1%+7,683.8%15.072%
5/9/2023Nicolet Bankshares Inc.19,849$932K0.3%-38.9%0.082%
5/9/2023Nicolet Advisory Services LLC99,551$4.72M0.5%+3.5%0.412%
5/9/2023US Bancorp DE1,199$56K0.0%-25.2%0.005%
5/8/2023Bailard Inc.39,359$1.85M0.1%+4.2%0.163%
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5/8/2023 Global Retirement Partners LLC2,627$124K0.0%+4,676.4%0.011%
5/5/2023Pinnacle Associates Ltd.4,288$201K0.0%N/A0.018%
4/28/2023Janney Montgomery Scott LLC29,313$1.38M0.0%N/A0.121%
4/27/2023Bensler LLC206,957$9.72M2.0%+120.6%0.856%
4/26/2023 Slow Capital Inc.4,156$195K0.0%N/A0.017%
4/25/2023Geneos Wealth Management Inc.34,410$1.62M0.1%+2,942.4%0.142%
4/24/2023 Berger Financial Group Inc947,210$44.47M5.4%+6.5%3.919%
4/24/2023Richard W. Paul & Associates LLC53,037$2.49M1.1%+8.4%0.219%
4/21/2023PFG Advisors4,282$201K0.0%N/A0.018%
4/21/2023 Kovack Advisors Inc.14,075$661K0.1%-8.8%0.058%
4/20/2023 Hennion & Walsh Asset Management Inc.12,218$574K0.0%-15.3%0.051%
4/19/2023CENTRAL TRUST Co11,272$529K0.0%-36.6%0.047%
4/18/2023Beacon Financial Advisory LLC10,242$481K0.3%-23.0%0.042%
4/18/2023 Sharkey Howes & Javer45,954$2.16M0.5%N/A0.190%
4/18/2023Allworth Financial LP11,196$526K0.0%-3.8%0.046%
4/14/2023AE Wealth Management LLC53,894$2.53M0.0%+9.1%0.223%
4/14/2023 Raymond James & Associates162,839$7.65M0.0%-6.8%0.674%
4/12/2023Transcend Capital Advisors LLC6,042$284K0.0%-14.0%0.025%
4/12/2023 Legacy Private Trust Co.150,798$7.08M0.6%-29.9%0.624%
4/12/2023Private Trust Co. NA8,685$408K0.1%N/A0.036%
4/8/2023 CRA Financial Services LLC4,900$230K0.1%-18.3%0.020%
4/4/2023 CGN Advisors LLC276,841$13.00M2.0%+104.2%1.145%
3/6/2023OLD Mission Capital LLC24,589$1.13M0.0%-80.3%0.102%
2/22/2023 Kovack Advisors Inc.15,428$706K0.1%N/A0.064%
2/16/2023Bensler LLC93,800$4.30M1.0%N/A0.388%
2/16/2023CreativeOne Wealth LLC255,523$11.70M0.6%-26.4%1.057%
2/13/2023GeoWealth Management LLC126,560$5.80M0.6%-2.8%0.524%
2/13/2023Ford Financial Group LLC16,154$740K0.3%-43.9%0.067%
2/13/2023JPMorgan Chase & Co.15,048,827$689.09M0.1%+6.1%62.262%
2/10/2023Bank of America Corp DE956,098$43.78M0.0%-24.4%3.956%
2/9/2023Nicolet Bankshares Inc.32,467$1.49M0.5%+6.3%0.134%
2/9/2023Lodestone Wealth Management LLC61,581$2.82M2.3%N/A0.255%
2/9/2023Nicolet Advisory Services LLC96,174$4.51M0.6%-2.8%0.398%
2/9/2023HighTower Advisors LLC298,630$13.68M0.0%+19.9%1.236%
2/9/2023Mercer Global Advisors Inc. ADV97,657$4.47M0.0%-3.7%0.404%
2/8/2023 Raymond James & Associates174,778$8.00M0.0%-8.7%0.723%
2/8/2023UBS Group AG3,378$155K0.0%-54.7%0.014%
2/8/2023Cambridge Investment Research Advisors Inc.40,846$1.87M0.0%+171.8%0.169%
2/7/2023Richard W. Paul & Associates LLC48,942$2.24M1.1%N/A0.202%
2/7/2023Envestnet Asset Management Inc.642,367$29.41M0.0%-2.9%2.658%
2/3/2023Aveo Capital Partners LLC6,539$299K0.0%-96.3%0.027%
2/2/2023Bailard Inc.37,762$1.73M0.1%-7.5%0.156%
2/1/2023 Alpha Omega Wealth Management LLC13,383$613K0.1%+41.3%0.055%
1/31/2023Atria Investments Inc43,882$2.01M0.0%+2.0%0.182%
1/31/2023Kestra Advisory Services LLC30,312$1.39M0.0%-7.0%0.125%
1/31/2023AE Wealth Management LLC49,397$2.26M0.0%-7.4%0.204%
1/30/2023 Berger Financial Group Inc889,390$40.73M5.4%-4.9%3.680%
1/27/2023Clearwater Capital Advisors LLC469,075$21.48M2.8%+99.0%1.941%
1/26/2023CENTRAL TRUST Co17,767$814K0.0%+90.2%0.074%
1/25/2023 Sutton Place Investors LLC8,209$376K0.5%N/A0.034%
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1/24/2023 CRA Financial Services LLC6,000$275K0.1%-39.5%0.025%
1/24/2023Integrity Advisory LLC47,539$2.18M2.0%N/A0.197%
1/23/2023Intelligence Driven Advisers LLC6,843$320K0.1%-98.3%0.028%
1/20/2023Acorn Financial Advisory Services Inc. ADV5,589$256K0.1%N/A0.023%
1/20/2023Beacon Financial Advisory LLC13,298$609K0.4%-19.3%0.055%
1/20/2023Transcend Capital Advisors LLC7,027$322K0.0%N/A0.029%
1/17/2023Gallacher Capital Management LLC8,273$379K0.2%N/A0.034%
1/13/2023Allworth Financial LP11,641$533K0.0%+61.4%0.047%
1/12/2023 Valley National Advisers Inc.19,273$904K0.2%-79.3%0.078%
1/12/2023 Hennion & Walsh Asset Management Inc.14,423$660K0.0%-2.7%0.058%
(Data available from 1/1/2016 forward)

JAGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAGG shares?

During the previous two years, 75 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($689.09M), LPL Financial LLC ($172.79M), Symmetry Partners LLC ($70.04M), Berger Financial Group Inc ($44.47M), Bank of America Corp DE ($43.78M), Cambridge Investment Research Advisors Inc. ($34.68M), and Envestnet Asset Management Inc. ($28.40M).Learn more on JAGG's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock?

Of the 63 institutional investors that purchased JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.69M), JPMorgan Chase & Co. ($2.93M), Bank of America Corp DE ($787.18K), Cambridge Investment Research Advisors Inc. ($742.23K), Clearwater Capital Advisors LLC ($469.38K), Intelligence Driven Advisers LLC ($414.50K), and Iron Horse Wealth Management LLC ($354.70K).

How much institutional buying is happening at JPMorgan BetaBuilders U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 12,587,454 shares in the last 24 months. This purchase volume represents approximately $598.20M in transactions.

Which JPMorgan BetaBuilders U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 42 institutional investors that sold JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($964.44K), Intelligence Driven Advisers LLC ($407.66K), Bank of America Corp DE ($308.79K), Nicolet Advisory Services LLC ($211.14K), Aveo Capital Partners LLC ($170.70K), Legacy Private Trust Co. ($160.30K), and Envestnet Asset Management Inc. ($159.23K).

How much institutional selling is happening at JPMorgan BetaBuilders U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 3,180,819 shares in the last 24 months. This volume of shares sold represents approximately $148.97M in transactions.


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This page (NYSEARCA:JAGG) was last updated on 4/25/2024 by MarketBeat.com Staff

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