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Beaumont Financial Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Beaumont Financial Advisors’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
2022
Q4 		– Sell
-6,463
Closed -$294K – 317
2022
Q3 		$294K Sell
6,463
-641
-9% -$30.6K 0.03% 243
2022
Q2 		$341K Buy
+7,104
New +$345K 0.03% 218

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Beaumont Financial Advisors's BBAG Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2022, closing a stake of 6,463 shares — an estimated $294K sold.

Beaumont Financial Advisors first reported a position in BBAG in Q2 2022 and held it in 2 quarters. The position peaked at $341K in Q2 2022. 75 funds tracked by Wall St. Rank hold BBAG as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 6,463 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2022, an estimated $294K.
  • Beaumont Financial Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Beaumont Financial Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $341K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.