Janney Montgomery Scott
BBAG icon

Janney Montgomery Scott’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Janney Montgomery Scott’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 		$28.3M Buy
615,885
+44,339
+8% +$2.04M 0.05% 339
2026
Q1 		$26.4M Sell
571,546
-14,241
-2% -$662K 0.07% 282
2025
Q4 		$27.2M Sell
585,787
-4,727
-0.8% -$221K 0.06% 298
2025
Q3 		$27.6M Buy
590,514
+56,795
+11% +$2.62M 0.07% 279
2025
Q2 		$24.6M Buy
533,719
+10,283
+2% +$469K 0.06% 295
2025
Q1 		$24.1M Buy
523,436
+83,632
+19% +$3.81M 0.07% 284
2024
Q4 		$19.9M Sell
439,804
-235,022
-35% -$10.8M 0.06% 339
2024
Q3 		$31.9M Buy
674,826
+104,104
+18% +$4.85M 0.09% 228
2024
Q2 		$25.9M Buy
570,722
+165,786
+41% +$7.49M 0.08% 263
2024
Q1 		$18.6M Buy
404,936
+150,340
+59% +$6.9M 0.06% 352
2023
Q4 		$11.8M Buy
254,596
+93,005
+58% +$4.16M 0.04% 446
2023
Q3 		$7.15M Buy
161,591
+78,270
+94% +$3.55M 0.03% 543
2023
Q2 		$3.85M Buy
83,321
+54,008
+184% +$2.52M 0.01% 799
2023
Q1 		$1.38M Buy
+29,313
New +$1.37M 0.01% 1154

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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott's BBAG Position: Q2 2026 in Review

Janney Montgomery Scott increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 7.8% in Q2 2026, buying an estimated $2.04M and bringing the position to 615,885 shares worth $28.3M. The position accounts for 0.05% of the portfolio, ranked #339.

Janney Montgomery Scott first reported a position in BBAG in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.9M in Q3 2024. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Janney Montgomery Scott held 615,885 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $28.3M as of Q2 2026.
  • Janney Montgomery Scott bought 44,339 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $2.04M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q2 2026, its #339 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Janney Montgomery Scott's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $31.9M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.