HighTower Advisors
BBAG icon

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

HighTower 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 		$7.58M Sell
164,897
-4,050
-2% -$186K 0.01% 1045
2026
Q1 		$7.8M Sell
168,947
-44
-0% -$2.04K 0.01% 991
2025
Q4 		$7.84M Sell
168,991
-5,005
-3% -$234K 0.01% 965
2025
Q3 		$8.12M Sell
173,996
-4,260
-2% -$197K 0.01% 937
2025
Q2 		$8.23M Buy
178,256
+1,519
+0.9% +$69.3K 0.01% 881
2025
Q1 		$8.15M Sell
176,737
-23,465
-12% -$1.07M 0.01% 849
2024
Q4 		$9.05M Sell
200,202
-240,491
-55% -$11.1M 0.01% 792
2024
Q3 		$20.9M Buy
440,693
+14,627
+3% +$682K 0.03% 509
2024
Q2 		$19.3M Buy
426,066
+29,020
+7% +$1.31M 0.03% 508
2024
Q1 		$18.2M Buy
397,046
+14,659
+4% +$672K 0.03% 500
2023
Q4 		$17.8M Sell
382,387
-1,371
-0.4% -$61.3K 0.03% 510
2023
Q3 		$17M Buy
383,758
+72,015
+23% +$3.27M 0.03% 494
2023
Q2 		$14.4M Buy
311,743
+18,307
+6% +$853K 0.03% 536
2023
Q1 		$13.8M Sell
293,436
-5,194
-2% -$242K 0.03% 514
2022
Q4 		$13.7M Buy
298,630
+49,465
+20% +$2.26M 0.03% 511
2022
Q3 		$11.4M Buy
249,165
+3,818
+2% +$182K 0.03% 521
2022
Q2 		$11.8M Buy
245,347
+3,617
+1% +$175K 0.03% 516
2022
Q1 		$12.2M Buy
241,730
+97,176
+67% +$5.05M 0.03% 545
2021
Q4 		$7.8M Buy
144,554
+33,509
+30% +$1.81M 0.02% 697
2021
Q3 		$6.03M Sell
111,045
-8,959
-7% -$491K 0.02% 739
2021
Q2 		$6.54M Buy
+120,004
New +$6.49M 0.02% 699
2021
Q1 		– Sell
-71,947
Closed -$4.01M – 3055
2020
Q4 		$4.01M Sell
71,947
-4,452
-6% -$248K 0.02% 657
2020
Q3 		$4.27M Buy
76,399
+3,951
+5% +$222K 0.02% 606
2020
Q2 		$4.05M Buy
72,448
+18,116
+33% +$1M 0.02% 575
2020
Q1 		$2.93M Buy
+54,332
New +$2.93M 0.02% 616

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

HighTower Advisors's BBAG Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.4% in Q2 2026, selling an estimated $186K and leaving 164,897 shares worth $7.58M. The position accounts for 0.01% of the portfolio, ranked #1045.

HighTower Advisors first reported a position in BBAG in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.9M in Q3 2024. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • HighTower Advisors held 164,897 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $7.58M as of Q2 2026.
  • HighTower Advisors sold 4,050 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $186K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1045 holding.
  • HighTower Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • HighTower Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $20.9M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.