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Jeff Yass’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Jeff Yass’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 		$1.56M Buy
33,892
+28,702
+553% +$1.32M ﹤0.01% 7074
2026
Q1 		$240K Sell
5,190
-44,903
-90% -$2.09M ﹤0.01% 11353
2025
Q4 		$2.33M Buy
50,093
+29,982
+149% +$1.4M ﹤0.01% 5329
2025
Q3 		$939K Sell
20,111
-5,408
-21% -$250K ﹤0.01% 7507
2025
Q2 		$1.18M Sell
25,519
-1,932
-7% -$88.2K ﹤0.01% 7026
2025
Q1 		$1.27M Buy
+27,451
New +$1.25M ﹤0.01% 6665
2024
Q3 		– Sell
-87,295
Closed -$3.96M – 11964
2024
Q2 		$3.96M Buy
+87,295
New +$3.94M ﹤0.01% 3826
2023
Q4 		– Sell
-93,123
Closed -$4.12M – 12324
2023
Q3 		$4.12M Buy
93,123
+65,588
+238% +$2.97M ﹤0.01% 3865
2023
Q2 		$1.27M Buy
+27,535
New +$1.28M ﹤0.01% 6139
2023
Q1 		– Sell
-16,360
Closed -$749K – 12549
2022
Q4 		$749K Buy
+16,360
New +$747K ﹤0.01% 6835
2022
Q3 		– Sell
-7,284
Closed -$349K – 13144
2022
Q2 		$349K Buy
+7,284
New +$353K ﹤0.01% 9158
2022
Q1 		– Sell
-47,167
Closed -$2.54M – 12962
2021
Q4 		$2.54M Buy
+47,167
New +$2.55M ﹤0.01% 4965
2021
Q2 		– Sell
-7,605
Closed -$408K – 12536
2021
Q1 		$408K Buy
+7,605
New +$415K ﹤0.01% 9943

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

Jeff Yass's BBAG Position: Q2 2026 in Review

Jeff Yass increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 553% in Q2 2026, buying an estimated $1.32M and bringing the position to 33,892 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #7074.

Jeff Yass first reported a position in BBAG in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.12M in Q3 2023. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Jeff Yass held 33,892 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.56M as of Q2 2026.
  • Jeff Yass bought 28,702 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $1.32M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7074 holding.
  • Jeff Yass first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2021 and has held it in 13 quarters since.
  • Jeff Yass's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.12M in Q3 2023.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.