Cooper Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cooper Financial Group’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	-4,976	Closed	-$235K	–	390
2024 Q3	$235K	Sell	4,976 -2,016	-29%	-$94K	0.03%	344
2024 Q2	$318K	Sell	6,992 -10,630	-60%	-$480K	0.05%	293
2024 Q1	$808K	Sell	17,622 -40,246	-70%	-$1.85M	0.13%	149
2023 Q4	$2.69M	Sell	57,868 -2,775	-5%	-$124K	0.49%	33
2023 Q3	$2.68M	Buy	60,643 +53,960	+807%	+$2.45M	0.64%	29
2023 Q2	$309K	Buy	+6,683	New	+$312K	0.08%	250

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Cooper Financial Group's BBAG Position: Q4 2024 in Review

Cooper Financial Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2024, closing a stake of 4,976 shares — an estimated $235K sold.

Cooper Financial Group first reported a position in BBAG in Q2 2023 and held it in 6 quarters. The position peaked at $2.69M in Q4 2023. 98 funds tracked by Wall St. Rank hold BBAG as of Q4 2024.

Cooper Financial Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Cooper Financial Group sold 4,976 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2024, an estimated $235K.
Cooper Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and held it in 6 quarters.
Cooper Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.69M in Q4 2023.
98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.