Perigon Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Perigon Wealth Management’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	$381K	Hold	8,286	–	–	0.01%	1007
2026 Q1	$382K	Sell	8,286 -10	-0.1%	-$465	0.01%	923
2025 Q4	$385K	Sell	8,296 -828	-9%	-$38.6K	0.01%	912
2025 Q3	$426K	Sell	9,124 -611	-6%	-$28.2K	0.01%	808
2025 Q2	$449K	Buy	9,735 +3,213	+49%	+$147K	0.01%	697
2025 Q1	$301K	Sell	6,522 -8,408	-56%	-$383K	0.01%	811
2024 Q4	$675K	Buy	+14,930	New	+$687K	0.02%	557

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

Perigon Wealth Management's BBAG Position: Q2 2026 in Review

Perigon Wealth Management held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 8,286 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1007.

Perigon Wealth Management first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $675K in Q4 2024. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Perigon Wealth Management held 8,286 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $381K as of Q2 2026.
Perigon Wealth Management left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1007 holding.
Perigon Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Perigon Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $675K in Q4 2024.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.