JP Morgan Chase
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JP Morgan Chase’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

JP Morgan Chase’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 		$225M Buy
4,869,136
+58,527
+1% +$2.69M 0.01% 713
2026
Q1 		$221M Buy
4,810,609
+216,884
+5% +$10.1M 0.01% 655
2025
Q4 		$213M Sell
4,593,725
-334,377
-7% -$15.6M 0.01% 646
2025
Q3 		$230M Buy
4,928,102
+97,648
+2% +$4.51M 0.01% 646
2025
Q2 		$223M Sell
4,830,454
-757,441
-14% -$34.6M 0.01% 646
2025
Q1 		$258M Sell
5,587,895
-8,509,055
-60% -$388M 0.02% 591
2024
Q4 		$637M Sell
14,096,950
-437,588
-3% -$20.1M 0.05% 328
2024
Q3 		$688M Buy
14,534,538
+1,660,554
+13% +$77.4M 0.05% 308
2024
Q2 		$585M Sell
12,873,984
-4,303,822
-25% -$194M 0.05% 329
2024
Q1 		$788M Sell
17,177,806
-5,680,128
-25% -$261M 0.07% 274
2023
Q4 		$1.06B Buy
22,857,934
+998,540
+5% +$44.6M 0.1% 204
2023
Q3 		$967M Sell
21,859,394
-3,625,607
-14% -$164M 0.11% 201
2023
Q2 		$1.18B Buy
25,485,001
+6,191,632
+32% +$289M 0.13% 174
2023
Q1 		$906M Buy
19,293,369
+4,244,542
+28% +$198M 0.11% 195
2022
Q4 		$689M Buy
15,048,827
+866,843
+6% +$39.6M 0.09% 227
2022
Q3 		$645M Buy
14,181,984
+343,224
+2% +$16.4M 0.09% 225
2022
Q2 		$664M Sell
13,838,760
-964,436
-7% -$46.8M 0.09% 221
2022
Q1 		$748M Buy
14,803,196
+2,061,668
+16% +$107M 0.09% 227
2021
Q4 		$687M Buy
12,741,528
+781,798
+7% +$42.3M 0.08% 251
2021
Q3 		$649M Sell
11,959,730
-3,875,187
-24% -$212M 0.08% 256
2021
Q2 		$862M Buy
15,834,917
+10,341,810
+188% +$560M 0.1% 221
2021
Q1 		$295M Buy
5,493,107
+194,255
+4% +$10.6M 0.04% 460
2020
Q4 		$295M Buy
5,298,852
+2,216,325
+72% +$123M 0.04% 418
2020
Q3 		$173M Buy
3,082,527
+1,517,998
+97% +$85.2M 0.03% 519
2020
Q2 		$87.6M Sell
1,564,529
-70,027
-4% -$3.88M 0.02% 694
2020
Q1 		$88.3M Buy
1,634,556
+1,632,479
+78,598% +$87.9M 0.02% 603
2019
Q4 		$110K Hold
2,077
– – ﹤0.01% 4863
2019
Q3 		$111K Sell
2,077
-280,105
-99% -$14.9M ﹤0.01% 4861
2019
Q2 		$14.9M Sell
282,182
-213,318
-43% -$11M ﹤0.01% 1789
2019
Q1 		$25.6M Hold
495,500
– – 0.01% 1378
2018
Q4 		$25M Buy
+495,500
New +$24.9M 0.01% 1310

Other funds holding BBAG

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

JP Morgan Chase's BBAG Position: Q2 2026 in Review

JP Morgan Chase increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1.2% in Q2 2026, buying an estimated $2.69M and bringing the position to 4,869,136 shares worth $225M. The position accounts for 0.01% of the portfolio, ranked #713.

JP Morgan Chase first reported a position in BBAG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.18B in Q2 2023. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • JP Morgan Chase held 4,869,136 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $225M as of Q2 2026.
  • JP Morgan Chase bought 58,527 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $2.69M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #713 holding.
  • JP Morgan Chase first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • JP Morgan Chase's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.18B in Q2 2023.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.