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

EverSource 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
2026
Q2 		– Sell
-1
Closed -$26 – 4408
2026
Q1 		$26 Hold
1
– – ﹤0.01% 4348
2025
Q4 		$26 Buy
+1
New +$47 ﹤0.01% 4210

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EverSource Wealth Advisors's BBAG Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

EverSource Wealth Advisors first reported a position in BBAG in Q4 2025 and held it in 2 quarters. The position peaked at $26 in Q1 2026. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 JPMorgan BetaBuilders US Aggregate Bond ETF share in Q2 2026, an estimated $26.
  • EverSource Wealth Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $26 in Q1 2026.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.