# JPMORGAN BETABUILDERS US AGG FUND

JPMORGAN BETABUILDERS US AGG FUND is a security (CUSIP 46641Q241) tracked across SEC portfolio filings. 114 institutional managers reported $565.4M on Form 13F as of 2026-06-30.

## Summary

- Issuer: JPMORGAN BETABUILDERS US AGG
- Class: FUND
- CUSIP: 46641Q241
- 13F holders: 114
- 13F value: $565.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 114 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| JPMORGAN CHASE & CO | NEW YORK, NY | $221.4M | 4,810,609 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $101.7M | 2,203,713 |
| [Clearwater Capital Advisors, LLC](https://search.stillhousedata.com/firm/139886) | HOFFMAN ESTATES, IL | $59.3M | 1,290,839 |
| [Tradition Wealth Management, LLC](https://search.stillhousedata.com/firm/128314) | EDINA, MN | $18.8M | 406,376 |
| [Iron Horse Wealth Management, LLC](https://search.stillhousedata.com/firm/165164) | JOHSTON, IA | $15.7M | 340,534 |
| [Wealth Alliance Advisory Group, LLC](https://search.stillhousedata.com/firm/290329) | Wichita, KS | $15.0M | 326,085 |
| [Apella Capital, LLC](https://search.stillhousedata.com/firm/171106) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $10.2M | 221,323 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46641Q241.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.