JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG)

• Market cap: $1.5B
• 1 day: 0.35%
• 5 days: -0.94%
• 1 month: -0.53%
• 3 months: -4.26%
• 6 months: -0.72%
• Year to date: -2.14%
• 1 year: -2.58%
• 5 years: -14.91%
• 10 years: -9.40%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

33% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

8% more capital invested

Capital invested by funds: $978M [Q2] → $1.06B (+$82.3M) [Q3]

3.49% more ownership

Funds ownership: 65.86% [Q2] → 69.35% (+3.49%) [Q3]

4% less funds holding

Funds holding: 94 [Q2] → 90 (-4) [Q3]

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15