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

Larson 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
Q1 		– Sell
-982
Closed -$45.6K – 3642
2025
Q4 		$45.6K Buy
+982
New +$45.8K ﹤0.01% 1276

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's BBAG Position: Q1 2026 in Review

Larson Financial Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 982 shares — an estimated $45.6K sold.

Larson Financial Group first reported a position in BBAG in Q4 2025 and held it in 1 quarter. The position peaked at $45.6K in Q4 2025. 111 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • Larson Financial Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 982 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $45.6K.
  • Larson Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Larson Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $45.6K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.