PAG
BBAG icon

Private Advisor Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Private Advisor Group’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 		$247K Buy
5,367
+14
+0.3% +$643 ﹤0.01% 2227
2026
Q1 		$247K Buy
5,353
+9
+0.2% +$418 ﹤0.01% 2332
2025
Q4 		$248K Buy
5,344
+13
+0.2% +$607 ﹤0.01% 2281
2025
Q3 		$249K Buy
5,331
+14
+0.3% +$646 ﹤0.01% 2204
2025
Q2 		$245K Buy
5,317
+634
+14% +$28.9K ﹤0.01% 2098
2025
Q1 		$216K Sell
4,683
-444
-9% -$20.2K ﹤0.01% 2063
2024
Q4 		$232K Buy
5,127
+824
+19% +$37.9K ﹤0.01% 2013
2024
Q3 		$204K Buy
+4,303
New +$201K ﹤0.01% 2207
2024
Q2 		– Sell
-4,648
Closed -$213K – 2361
2024
Q1 		$213K Sell
4,648
-2,208
-32% -$101K ﹤0.01% 2079
2023
Q4 		$319K Buy
6,856
+586
+9% +$26.2K ﹤0.01% 1741
2023
Q3 		$277K Sell
6,270
-11,499
-65% -$521K ﹤0.01% 1677
2023
Q2 		$821K Buy
17,769
+2,302
+15% +$107K 0.01% 1143
2023
Q1 		$726K Buy
+15,467
New +$721K 0.01% 1148
2020
Q3 		– Sell
-41
Closed -$2K – 1732
2020
Q2 		$2K Buy
+41
New +$2.27K ﹤0.01% 3540

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Advisor Group's BBAG Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 0.26% in Q2 2026, buying an estimated $643 and bringing the position to 5,367 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Private Advisor Group first reported a position in BBAG in Q2 2020 and has held it in 14 quarters since. The position peaked at $821K in Q2 2023. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Private Advisor Group held 5,367 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $247K as of Q2 2026.
  • Private Advisor Group bought 14 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $643.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2227 holding.
  • Private Advisor Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and has held it in 14 quarters since.
  • Private Advisor Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $821K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.