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

EP Wealth 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
2022
Q2 		– Sell
-2,757
Closed -$139K – 641
2022
Q1 		$139K Buy
+2,757
New +$143K ﹤0.01% 609

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EP Wealth Advisors's BBAG Position: Q2 2022 in Review

EP Wealth Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022, closing a stake of 2,757 shares — an estimated $139K sold.

EP Wealth Advisors first reported a position in BBAG in Q1 2022 and held it in 1 quarter. The position peaked at $139K in Q1 2022. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

  • EP Wealth Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 2,757 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2022, an estimated $139K.
  • EP Wealth Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $139K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.