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Old Mission Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Old Mission Capital’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
Q3 		– Sell
-24,990
Closed -$1.15M – 1049
2025
Q2 		$1.15M Sell
24,990
-108,555
-81% -$4.95M 0.02% 400
2025
Q1 		$6.16M Buy
133,545
+103,361
+342% +$4.71M 0.08% 102
2024
Q4 		$1.36M Buy
+30,184
New +$1.39M 0.02% 289
2024
Q3 		– Sell
-492,677
Closed -$22.4M – 1449
2024
Q2 		$22.4M Buy
492,677
+279,148
+131% +$12.6M 0.38% 55
2024
Q1 		$9.79M Buy
+213,529
New +$9.79M 0.16% 108
2023
Q3 		– Sell
-33,352
Closed -$1.54M – 1293
2023
Q2 		$1.54M Sell
33,352
-114,665
-77% -$5.34M 0.03% 344
2023
Q1 		$6.95M Buy
148,017
+123,428
+502% +$5.75M 0.14% 108
2022
Q4 		$1.13M Sell
24,589
-100,059
-80% -$4.57M 0.03% 458
2022
Q3 		$5.67M Buy
124,648
+1,841
+1% +$87.9K 0.18% 86
2022
Q2 		$5.89M Buy
122,807
+30,278
+33% +$1.47M 0.17% 116
2022
Q1 		$4.67M Buy
92,529
+19,328
+26% +$1.01M 0.13% 123
2021
Q4 		$3.95M Buy
73,201
+20,469
+39% +$1.11M 0.16% 115
2021
Q3 		$2.86M Sell
52,732
-87,390
-62% -$4.79M 0.12% 161
2021
Q2 		$7.63M Buy
+140,122
New +$7.58M 0.26% 62
2021
Q1 		– Sell
-30,042
Closed -$1.67M – 724
2020
Q4 		$1.67M Buy
+30,042
New +$1.67M 0.1% 176

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

Old Mission Capital's BBAG Position: Q3 2025 in Review

Old Mission Capital sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2025, closing a stake of 24,990 shares — an estimated $1.15M sold.

Old Mission Capital first reported a position in BBAG in Q4 2020 and held it in 15 quarters. The position peaked at $22.4M in Q2 2024. 98 funds tracked by Wall St. Rank hold BBAG as of Q3 2025.

  • Old Mission Capital reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 24,990 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2025, an estimated $1.15M.
  • Old Mission Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Old Mission Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $22.4M in Q2 2024.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.