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Blue Oak Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Blue Oak Capital’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
2025
Q2 		$431K Sell
9,329
-221
-2% -$10.1K 0.23% 51
2025
Q1 		$440K Buy
+9,550
New +$435K 0.24% 49

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 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

Blue Oak Capital's BBAG Position: Q2 2025 in Review

Blue Oak Capital reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.3% in Q2 2025, selling an estimated $10.1K and leaving 9,329 shares worth $431K. The position accounts for 0.23% of the portfolio, ranked #51.

Blue Oak Capital first reported a position in BBAG in Q1 2025 and has held it in 2 quarters since. The position peaked at $440K in Q1 2025. 100 funds tracked by Wall St. Rank hold BBAG as of Q2 2025.

  • Blue Oak Capital held 9,329 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $431K as of Q2 2025.
  • Blue Oak Capital sold 221 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2025, an estimated $10.1K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.23% of Blue Oak Capital's portfolio in Q2 2025, its #51 holding.
  • Blue Oak Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • Blue Oak Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $440K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.