Bank of America
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Bank of America’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Bank of America’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
Q1 		$3.41M Sell
73,953
-1,444
-2% -$67.1K ﹤0.01% 3747
2025
Q4 		$3.5M Buy
75,397
+36,989
+96% +$1.73M ﹤0.01% 3661
2025
Q3 		$1.79M Sell
38,408
-3,421
-8% -$158K ﹤0.01% 4905
2025
Q2 		$1.93M Buy
41,829
+6,028
+17% +$275K ﹤0.01% 4798
2025
Q1 		$1.65M Buy
35,801
+13,570
+61% +$619K ﹤0.01% 4829
2024
Q4 		$1M Buy
22,231
+2,929
+15% +$135K ﹤0.01% 5026
2024
Q3 		$913K Buy
19,302
+7,485
+63% +$349K ﹤0.01% 5103
2024
Q2 		$537K Sell
11,817
-2,048,659
-99% -$92.5M ﹤0.01% 5298
2024
Q1 		$94.5M Buy
2,060,476
+1,974,675
+2,301% +$90.6M 0.01% 1057
2023
Q4 		$3.99M Sell
85,801
-334,663
-80% -$15M ﹤0.01% 3734
2023
Q3 		$18.6M Sell
420,464
-450,562
-52% -$20.4M ﹤0.01% 2101
2023
Q2 		$40.2M Sell
871,026
-565,190
-39% -$26.3M ﹤0.01% 1472
2023
Q1 		$67.4M Buy
1,436,216
+480,118
+50% +$22.4M 0.01% 1167
2022
Q4 		$43.8M Sell
956,098
-308,788
-24% -$14.1M 0.01% 1389
2022
Q3 		$57.6M Buy
1,264,886
+136,950
+12% +$6.54M 0.01% 1166
2022
Q2 		$54.1M Buy
1,127,936
+157,424
+16% +$7.63M 0.01% 1229
2022
Q1 		$49M Buy
970,512
+787,182
+429% +$40.9M ﹤0.01% 1377
2021
Q4 		$9.89M Sell
183,330
-323,560
-64% -$17.5M ﹤0.01% 2946
2021
Q3 		$27.5M Buy
506,890
+427,865
+541% +$23.4M ﹤0.01% 1872
2021
Q2 		$4.3M Buy
79,025
+13,871
+21% +$750K ﹤0.01% 3654
2021
Q1 		$3.5M Buy
65,154
+25,638
+65% +$1.4M ﹤0.01% 3750
2020
Q4 		$2.2M Buy
39,516
+14,168
+56% +$789K ﹤0.01% 3870
2020
Q3 		$1.42M Sell
25,348
-1,808
-7% -$101K ﹤0.01% 3936
2020
Q2 		$1.52M Sell
27,156
-141,050
-84% -$7.82M ﹤0.01% 3816
2020
Q1 		$9.08M Buy
168,206
+113,335
+207% +$6.1M ﹤0.01% 2139
2019
Q4 		$2.91M Buy
+54,871
New +$2.93M ﹤0.01% 3716

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's BBAG Position: Q1 2026 in Review

Bank of America reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1.9% in Q1 2026, selling an estimated $67.1K and leaving 73,953 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Bank of America first reported a position in BBAG in Q4 2019 and has held it in 26 quarters since. The position peaked at $94.5M in Q1 2024. 110 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • Bank of America held 73,953 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $3.41M as of Q1 2026.
  • Bank of America sold 1,444 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $67.1K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3747 holding.
  • Bank of America first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Bank of America's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $94.5M in Q1 2024.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.