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

CoreCap 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
2025
Q3 		– Sell
-4
Closed -$185 – 2806
2025
Q2 		$185 Hold
4
– – ﹤0.01% 2632
2025
Q1 		$184 Hold
4
– – ﹤0.01% 2994
2024
Q4 		$181 Buy
+4
New +$184 ﹤0.01% 2731
2024
Q2 		– Sell
-45
Closed -$2.06K – 1688
2024
Q1 		$2.06K Buy
+45
New +$2.06K ﹤0.01% 2116
2022
Q1 		– Sell
-152
Closed -$8K – 673
2021
Q4 		$8K Buy
+152
New +$8.22K ﹤0.01% 1611

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

CoreCap Advisors's BBAG Position: Q3 2025 in Review

CoreCap Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2025, closing a stake of 4 shares — an estimated $185 sold.

CoreCap Advisors first reported a position in BBAG in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 98 funds tracked by Wall St. Rank hold BBAG as of Q3 2025.

  • CoreCap Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CoreCap Advisors sold 4 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2025, an estimated $185.
  • CoreCap Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2021 and held it in 5 quarters.
  • CoreCap Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $8K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.