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Clarity Asset Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Clarity Asset 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 		– Sell
-414
Closed -$19.1K – 88
2026
Q1 		$19.1K Buy
414
+4
+1% +$186 0.01% 202
2025
Q4 		$19K Buy
410
+4
+1% +$187 0.01% 169
2025
Q3 		$18.9K Buy
406
+5
+1% +$231 0.01% 176
2025
Q2 		$18.5K Buy
+401
New +$18.3K 0.01% 178

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

Clarity Asset Management's BBAG Position: Q2 2026 in Review

Clarity Asset Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 414 shares — an estimated $19.1K sold.

Clarity Asset Management first reported a position in BBAG in Q2 2025 and held it in 4 quarters. The position peaked at $19.1K in Q1 2026. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Clarity Asset Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 414 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $19.1K.
  • Clarity Asset Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Clarity Asset Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $19.1K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.