Empower Advisory Group
BBAG icon

Empower Advisory Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Empower Advisory 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
-13,891
Closed -$657K – 499
2024
Q3 		$657K Buy
+13,891
New +$648K ﹤0.01% 282

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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 $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Empower Advisory Group's BBAG Position: Q4 2024 in Review

Empower Advisory Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2024, closing a stake of 13,891 shares — an estimated $657K sold.

Empower Advisory Group first reported a position in BBAG in Q3 2024 and held it in 1 quarter. The position peaked at $657K in Q3 2024. 97 funds tracked by Wall St. Rank hold BBAG as of Q4 2024.

  • Empower Advisory Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Empower Advisory Group sold 13,891 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2024, an estimated $657K.
  • Empower Advisory Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Empower Advisory Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $657K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.