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NewEdge Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

NewEdge Advisors’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
2025
Q2 		– Sell
-92
Closed -$4.24K – 3994
2025
Q1 		$4.24K Hold
92
– – ﹤0.01% 3345
2024
Q4 		$4.16K Hold
92
– – ﹤0.01% 3283
2024
Q3 		$4.35K Buy
+92
New +$4.29K ﹤0.01% 3196

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return

NewEdge Advisors's BBAG Position: Q2 2025 in Review

NewEdge Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2025, closing a stake of 92 shares — an estimated $4.24K sold.

NewEdge Advisors first reported a position in BBAG in Q3 2024 and held it in 3 quarters. The position peaked at $4.35K in Q3 2024. 99 funds tracked by Wall St. Rank hold BBAG as of Q2 2025.

  • NewEdge Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 92 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2025, an estimated $4.24K.
  • NewEdge Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2024 and held it in 3 quarters.
  • NewEdge Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.35K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.