Bank of Montreal
BBAG icon

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

Bank of Montreal’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 		$10.9K Hold
237
– – ﹤0.01% 3662
2026
Q1 		$10.9K Hold
237
– – ﹤0.01% 3551
2025
Q4 		$11K Hold
237
– – ﹤0.01% 3412
2025
Q3 		$11.1K Hold
237
– – ﹤0.01% 3353
2025
Q2 		$10.9K Hold
237
– – ﹤0.01% 3353
2025
Q1 		$10.9K Hold
237
– – ﹤0.01% 3293
2024
Q4 		$10.7K Hold
237
– – ﹤0.01% 3334
2024
Q3 		$11.2K Sell
237
-1,506
-86% -$70.2K ﹤0.01% 3645
2024
Q2 		$79.8K Buy
1,743
+1,506
+635% +$68K ﹤0.01% 3307
2024
Q1 		$10.9K Hold
237
– – ﹤0.01% 3678
2023
Q4 		$11.1K Hold
237
– – ﹤0.01% 3789
2023
Q3 		$10.7K Hold
237
– – ﹤0.01% 3621
2023
Q2 		$11K Hold
237
– – ﹤0.01% 3798
2023
Q1 		$11.1K Hold
237
– – ﹤0.01% 3606
2022
Q4 		$11K Hold
237
– – ﹤0.01% 3760
2022
Q3 		$11 Hold
237
– – ﹤0.01% 3860
2022
Q2 		$11 Hold
237
– – ﹤0.01% 3840
2022
Q1 		$12K Hold
237
– – ﹤0.01% 3981
2021
Q4 		$13K Hold
237
– – ﹤0.01% 3376
2021
Q3 		$13K Hold
237
– – ﹤0.01% 3704
2021
Q2 		$13K Buy
+237
New +$12.8K ﹤0.01% 3538

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

Bank of Montreal's BBAG Position: Q2 2026 in Review

Bank of Montreal held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 237 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

Bank of Montreal first reported a position in BBAG in Q2 2021 and has held it in 21 quarters since. The position peaked at $79.8K in Q2 2024. 93 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Bank of Montreal held 237 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $10.9K as of Q2 2026.
  • Bank of Montreal left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3662 holding.
  • Bank of Montreal first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Bank of Montreal's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $79.8K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.