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ORG Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

ORG Partners’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
Q4 		$1.26M Buy
27,137
+2,861
+12% +$134K 0.22% 102
2025
Q3 		$1.13M Buy
24,276
+10,598
+77% +$489K 0.21% 103
2025
Q2 		$629K Buy
+13,678
New +$624K 0.13% 141

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ORG Partners's BBAG Position: Q4 2025 in Review

ORG Partners increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 12% in Q4 2025, buying an estimated $134K and bringing the position to 27,137 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #102.

ORG Partners first reported a position in BBAG in Q2 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold BBAG as of Q4 2025.

  • ORG Partners held 27,137 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.26M as of Q4 2025.
  • ORG Partners bought 2,861 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2025, an estimated $134K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.22% of ORG Partners's portfolio in Q4 2025, its #102 holding.
  • ORG Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.