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Bartlett & Co Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Bartlett & Co Wealth Management’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 		$12.6K Hold
274
– – ﹤0.01% 958
2026
Q1 		$12.5K Hold
274
– – ﹤0.01% 894
2025
Q4 		$12.8K Hold
274
– – ﹤0.01% 895
2025
Q3 		$12.8K Hold
274
– – ﹤0.01% 885
2025
Q2 		$12.7K Hold
274
– – ﹤0.01% 892
2025
Q1 		$12.6K Hold
274
– – ﹤0.01% 890
2024
Q4 		$12.4K Buy
+274
New +$12.6K ﹤0.01% 885

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

Bartlett & Co Wealth Management's BBAG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 274 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Bartlett & Co Wealth Management first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Bartlett & Co Wealth Management held 274 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $12.6K as of Q2 2026.
  • Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q2 2026, its #958 holding.
  • Bartlett & Co Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Bartlett & Co Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $12.8K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.