JC
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JB Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

JB Capital’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
2025
Q1 		– Sell
-6,074
Closed -$274K – 223
2024
Q4 		$274K Buy
6,074
+60
+1% +$2.76K 0.02% 189
2024
Q3 		$285K Buy
+6,014
New +$280K 0.02% 189

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

JB Capital's BBAG Position: Q1 2025 in Review

JB Capital sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2025, closing a stake of 6,074 shares — an estimated $274K sold.

JB Capital first reported a position in BBAG in Q3 2024 and held it in 2 quarters. The position peaked at $285K in Q3 2024. 90 funds tracked by Wall St. Rank hold BBAG as of Q1 2025.

  • JB Capital reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • JB Capital sold 6,074 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2025, an estimated $274K.
  • JB Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2024 and held it in 2 quarters.
  • JB Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $285K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2025.

Based on JB Capital's 13F filing for Q1 2025, filed 23 Apr 2025.