JPMORGAN BETABUILDERS US AGG FUND is a security (CUSIP 46641Q241) tracked across SEC portfolio filings. 113 institutional managers reported $562.5M on Form 13F as of 2026-06-30.
Showing 15 of 113 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | NEW YORK, NY | $221.4M | 4,810,609 |
| LPL Financial LLC | FORT MILL, SC | $101.7M | 2,203,713 |
| Clearwater Capital Advisors, LLC | HOFFMAN ESTATES, IL | $55.5M | 1,201,541 |
| Tradition Wealth Management, LLC | EDINA, MN | $18.8M | 406,376 |
| Iron Horse Wealth Management, LLC | JOHSTON, IA | $15.7M | 340,534 |
| Wealth Alliance Advisory Group, LLC | Wichita, KS | $15.0M | 326,085 |
| Apella Capital, LLC | GLASTONBURY, CT | $14.7M | 322,153 |
| MORGAN STANLEY | NEW YORK, NY | $11.5M | 249,232 |
| Heck Capital Advisors, LLC | Rhinelander, WI | $10.9M | 236,638 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $10.5M | 229,355 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $10.2M | 221,323 |
| HighTower Advisors, LLC | CHICAGO, IL | $7.6M | 164,897 |
| CWM, LLC | OMAHA, NE | $6.2M | 134,198 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $4.0M | 87,577 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $3.4M | 73,953 |