Jim Simons
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Jim Simons’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Jim Simons’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
2024
Q1 		– Sell
-4,600
Closed -$214K – 3704
2023
Q4 		$214K Buy
+4,600
New +$206K ﹤0.01% 3111

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jim Simons's BBAG Position: Q1 2024 in Review

Jim Simons sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2024, closing a stake of 4,600 shares — an estimated $214K sold.

Jim Simons first reported a position in BBAG in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 92 funds tracked by Wall St. Rank hold BBAG as of Q1 2024.

  • Jim Simons reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 4,600 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2024, an estimated $214K.
  • Jim Simons first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Jim Simons's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $214K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.