Capital Analysts LLC’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Capital Analysts LLC’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	$12K	Hold	270	–	–	﹤0.01%	1248
2026 Q1	$12K	Buy	+270	New	+$12.5K	﹤0.01%	1217
2023 Q1	–	Sell	-25	Closed	-$1K	–	974
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	1016
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	1033
2022 Q2	$1K	Buy	+25	New	+$1.21K	﹤0.01%	959
2022 Q1	–	Sell	-25	Closed	-$1K	–	941
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	969
2021 Q3	$1K	Buy	+25	New	+$1.37K	﹤0.01%	946

Other funds holding BBAG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Analysts LLC's BBAG Position: Q2 2026 in Review

Capital Analysts LLC held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 270 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Capital Analysts LLC first reported a position in BBAG in Q3 2021 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Capital Analysts LLC held 270 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $12K as of Q2 2026.
Capital Analysts LLC 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 Capital Analysts LLC's portfolio in Q2 2026, its #1248 holding.
Capital Analysts LLC first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2021 and has held it in 7 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.