CPA
BBAG icon

Clear Point Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-305
Closed -$14.4K – 143
2024
Q3 		$14.4K Buy
305
+1
+0.3% +$47 0.01% 305
2024
Q2 		$13.8K Buy
304
+1
+0.3% +$45 0.01% 301
2024
Q1 		$13.9K Buy
303
+1
+0.3% +$46 0.01% 304
2023
Q4 		$14K Buy
+302
New +$13.5K 0.01% 295

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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Clear Point Advisors's BBAG Position: Q4 2024 in Review

Clear Point Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2024, closing a stake of 305 shares — an estimated $14.4K sold.

Clear Point Advisors first reported a position in BBAG in Q4 2023 and held it in 4 quarters. The position peaked at $14.4K in Q3 2024. 98 funds tracked by Wall St. Rank hold BBAG as of Q4 2024.

  • Clear Point Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 305 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2024, an estimated $14.4K.
  • Clear Point Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $14.4K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.