Fidelity Investments
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Fidelity Investments’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Fidelity Investments’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 		$20.3K Sell
442
-100
-18% -$4.59K ﹤0.01% 4665
2026
Q1 		$25K Buy
542
+229
+73% +$10.6K ﹤0.01% 4427
2025
Q4 		$14.5K Sell
313
-6
-2% -$280 ﹤0.01% 4602
2025
Q3 		$14.9K Sell
319
-77
-19% -$3.56K ﹤0.01% 4472
2025
Q2 		$18.3K Sell
396
-159
-29% -$7.26K ﹤0.01% 4320
2025
Q1 		$25.6K Buy
555
+275
+98% +$12.5K ﹤0.01% 4131
2024
Q4 		$12.7K Buy
280
+64
+30% +$2.94K ﹤0.01% 4375
2024
Q3 		$10.2K Sell
216
-20
-8% -$932 ﹤0.01% 4424
2024
Q2 		$10.7K Buy
236
+217
+1,142% +$9.8K ﹤0.01% 4309
2024
Q1 		$872 Buy
+19
New +$872 ﹤0.01% 4797
2023
Q3 		– Sell
-2
Closed -$92 – 5279
2023
Q2 		$92 Buy
+2
New +$93 ﹤0.01% 4968
2023
Q1 		– Sell
-1
Closed -$46 – 5272
2022
Q4 		$46 Buy
+1
New +$46 ﹤0.01% 4956
2022
Q3 		– Sell
-1
Closed – – 4841
2022
Q2 		$0 Hold
1
– – ﹤0.01% 4907
2022
Q1 		$0 Hold
1
– – ﹤0.01% 4947
2021
Q4 		$0 Sell
1
-3
-75% -$162 ﹤0.01% 4324
2021
Q3 		$0 Buy
4
+3
+300% +$164 ﹤0.01% 4332
2021
Q2 		$0 Buy
+1
New +$54 ﹤0.01% 4231
2020
Q3 		– Sell
-1
Closed – – 3671
2020
Q2 		$0 Hold
1
– – ﹤0.01% 3577
2020
Q1 		$0 Buy
+1
New +$54 ﹤0.01% 3611

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

Fidelity Investments's BBAG Position: Q2 2026 in Review

Fidelity Investments reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 18% in Q2 2026, selling an estimated $4.59K and leaving 442 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4665.

Fidelity Investments first reported a position in BBAG in Q1 2020 and has held it in 19 quarters since. The position peaked at $25.6K in Q1 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Fidelity Investments held 442 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $20.3K as of Q2 2026.
  • Fidelity Investments sold 100 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $4.59K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4665 holding.
  • Fidelity Investments first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Fidelity Investments's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $25.6K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.