Great Valley Advisor Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Great Valley Advisor 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
2026 Q2	$2.08M	Buy	45,166 +3,804	+9%	+$175K	0.03%	392
2026 Q1	$1.91M	Buy	41,362 +9,956	+32%	+$463K	0.03%	387
2025 Q4	$1.46M	Buy	31,406 +4,530	+17%	+$211K	0.03%	418
2025 Q3	$1.25M	Buy	26,876 +5,611	+26%	+$259K	0.03%	431
2025 Q2	$982K	Buy	+21,265	New	+$970K	0.02%	465

Other funds holding BBAG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Great Valley Advisor Group's BBAG Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 9.2% in Q2 2026, buying an estimated $175K and bringing the position to 45,166 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #392.

Great Valley Advisor Group first reported a position in BBAG in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Great Valley Advisor Group held 45,166 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.08M as of Q2 2026.
Great Valley Advisor Group bought 3,804 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $175K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #392 holding.
Great Valley Advisor Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.