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

Perennial Investment 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
2026 Q2	$306K	Buy	6,664 +46	+0.7%	+$2.11K	0.02%	434
2026 Q1	$305K	Buy	6,618 +71	+1%	+$3.3K	0.02%	387
2025 Q4	$304K	Sell	6,547 -368	-5%	-$17.2K	0.02%	372
2025 Q3	$323K	Sell	6,915 -41	-0.6%	-$1.89K	0.03%	350
2025 Q2	$321K	Buy	6,956 +166	+2%	+$7.58K	0.03%	337
2025 Q1	$313K	Buy	6,790 +102	+2%	+$4.65K	0.04%	314
2024 Q4	$302K	Buy	6,688 +41	+0.6%	+$1.89K	0.04%	296
2024 Q3	$314K	Buy	6,647 +118	+2%	+$5.5K	0.04%	279
2024 Q2	$296K	Sell	6,529 -338	-5%	-$15.3K	0.04%	281
2024 Q1	$315K	Sell	6,867 -548	-7%	-$25.1K	0.05%	251
2023 Q4	$345K	Sell	7,415 -300	-4%	-$13.4K	0.06%	222
2023 Q3	$341K	Sell	7,715 -261	-3%	-$11.8K	0.06%	220
2023 Q2	$368K	Sell	7,976 -5,949	-43%	-$277K	0.06%	215
2023 Q1	$654K	Buy	+13,925	New	+$649K	0.12%	144

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

Perennial Investment Advisors's BBAG Position: Q2 2026 in Review

Perennial Investment Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 0.7% in Q2 2026, buying an estimated $2.11K and bringing the position to 6,664 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #434.

Perennial Investment Advisors first reported a position in BBAG in Q1 2023 and has held it in 14 quarters since. The position peaked at $654K in Q1 2023. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Perennial Investment Advisors held 6,664 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $306K as of Q2 2026.
Perennial Investment Advisors bought 46 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $2.11K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #434 holding.
Perennial Investment Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Perennial Investment Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $654K in Q1 2023.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.