Kelly Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Kelly Financial Group’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	$2.98M	Sell	64,944 -2,591	-4%	-$119K	0.66%	24
2026 Q1	$3.12M	Sell	67,535 -562	-0.8%	-$26.1K	0.78%	23
2025 Q4	$3.17M	Sell	68,097 -974	-1%	-$45.4K	0.81%	21
2025 Q3	$3.22M	Sell	69,071 -1,871	-3%	-$86.4K	0.86%	21
2025 Q2	$3.28M	Sell	70,942 -3,708	-5%	-$169K	0.95%	21
2025 Q1	$3.44M	Sell	74,650 -14,574	-16%	-$664K	1.08%	21
2024 Q4	$4.05M	Buy	+89,224	New	+$4.1M	1.44%	16

Other funds holding BBAG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kelly Financial Group's BBAG Position: Q2 2026 in Review

Kelly Financial Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 3.8% in Q2 2026, selling an estimated $119K and leaving 64,944 shares worth $2.98M. The position accounts for 0.66% of the portfolio, ranked #24.

Kelly Financial Group first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2024. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Kelly Financial Group held 64,944 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.98M as of Q2 2026.
Kelly Financial Group sold 2,591 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $119K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.66% of Kelly Financial Group's portfolio in Q2 2026, its #24 holding.
Kelly Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.05M in Q4 2024.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.