JWCA
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J.W. Cole Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

J.W. Cole 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
Q1 		– Sell
-5,716
Closed -$265K – 807
2025
Q4 		$265K Sell
5,716
-2,936
-34% -$137K 0.01% 1159
2025
Q3 		$404K Buy
8,652
+902
+12% +$41.6K 0.01% 1086
2025
Q2 		$358K Buy
+7,750
New +$354K 0.01% 1054
2023
Q3 		– Sell
-5,697
Closed -$263K – 740
2023
Q2 		$263K Hold
5,697
– – 0.02% 615
2023
Q1 		$267K Hold
5,697
– – 0.02% 646
2022
Q4 		$261K Hold
5,697
– – 0.02% 610
2022
Q3 		$259K Sell
5,697
-1,500
-21% -$71.6K 0.02% 587
2022
Q2 		$345K Sell
7,197
-517
-7% -$25.1K 0.03% 505
2022
Q1 		$390K Hold
7,714
– – 0.03% 534
2021
Q4 		$416K Buy
+7,714
New +$417K 0.03% 533
2021
Q3 		– Sell
-7,714
Closed -$420K – 493
2021
Q2 		$420K Sell
7,714
-1
-0% -$54 0.03% 481
2021
Q1 		$414K Sell
7,715
-225
-3% -$12.3K 0.04% 427
2020
Q4 		$442K Buy
+7,940
New +$442K 0.05% 372
2020
Q3 		– Sell
-7,940
Closed -$444K – 767
2020
Q2 		$444K Buy
7,940
+3,190
+67% +$177K 0.07% 234
2020
Q1 		$257K Sell
4,750
-3,190
-40% -$172K 0.5% 61
2019
Q4 		$422K Buy
+7,940
New +$424K 0.05% 336

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J.W. Cole Advisors's BBAG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 5,716 shares — an estimated $265K sold.

J.W. Cole Advisors first reported a position in BBAG in Q4 2019 and held it in 16 quarters. The position peaked at $444K in Q2 2020. 112 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • J.W. Cole Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,716 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $265K.
  • J.W. Cole Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 16 quarters.
  • J.W. Cole Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $444K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.