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Atria Investments’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Atria Investments’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Buy
5,004
+530
+12% +$24.3K ﹤0.01% 1993
2026
Q1 		$207K Sell
4,474
-936
-17% -$43.5K ﹤0.01% 1961
2025
Q4 		$251K Sell
5,410
-330
-6% -$15.4K ﹤0.01% 1849
2025
Q3 		$268K Sell
5,740
-687
-11% -$31.7K ﹤0.01% 1779
2025
Q2 		$297K Buy
6,427
+384
+6% +$17.5K ﹤0.01% 1721
2025
Q1 		$279K Sell
6,043
-590
-9% -$26.9K ﹤0.01% 1650
2024
Q4 		$300K Sell
6,633
-10
-0.2% -$460 ﹤0.01% 1597
2024
Q3 		$314K Buy
6,643
+202
+3% +$9.42K ﹤0.01% 1602
2024
Q2 		$292K Sell
6,441
-47,935
-88% -$2.16M ﹤0.01% 1602
2024
Q1 		$2.49M Buy
54,376
+547
+1% +$25.1K 0.03% 571
2023
Q4 		$2.5M Sell
53,829
-699
-1% -$31.2K 0.04% 518
2023
Q3 		$2.41M Buy
54,528
+2,025
+4% +$91.8K 0.04% 502
2023
Q2 		$2.42M Buy
52,503
+2,022
+4% +$94.3K 0.04% 485
2023
Q1 		$2.37M Buy
50,481
+6,599
+15% +$308K 0.04% 479
2022
Q4 		$2.01M Buy
43,882
+866
+2% +$39.5K 0.04% 508
2022
Q3 		$1.96M Buy
43,016
+62
+0.1% +$2.96K 0.04% 490
2022
Q2 		$2.06M Buy
42,954
+2,302
+6% +$112K 0.04% 499
2022
Q1 		$2.05M Sell
40,652
-3,705
-8% -$193K 0.04% 560
2021
Q4 		$2.39M Buy
44,357
+2,643
+6% +$143K 0.04% 489
2021
Q3 		$2.26M Buy
41,714
+2,851
+7% +$156K 0.04% 470
2021
Q2 		$2.12M Buy
38,863
+1,834
+5% +$99.2K 0.04% 476
2021
Q1 		$1.99M Buy
37,029
+4,033
+12% +$220K 0.04% 458
2020
Q4 		$1.84M Sell
32,996
-5,714
-15% -$318K 0.04% 444
2020
Q3 		$2.16M Buy
38,710
+5,184
+15% +$291K 0.07% 320
2020
Q2 		$1.88M Buy
33,526
+9,558
+40% +$530K 0.06% 325
2020
Q1 		$1.29M Sell
23,968
-1,559
-6% -$84K 0.1% 192
2019
Q4 		$1.35M Buy
25,527
+13,601
+114% +$727K 0.04% 430
2019
Q3 		$640K Buy
11,926
+3,391
+40% +$181K 0.02% 524
2019
Q2 		$459K Buy
+8,535
New +$442K 0.02% 611

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's BBAG Position: Q2 2026 in Review

Atria Investments increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 12% in Q2 2026, buying an estimated $24.3K and bringing the position to 5,004 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Atria Investments first reported a position in BBAG in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.5M in Q4 2023. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Atria Investments held 5,004 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $230K as of Q2 2026.
  • Atria Investments bought 530 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $24.3K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1993 holding.
  • Atria Investments first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Atria Investments's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.5M in Q4 2023.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.