Prudential Financial
BBAG icon

Prudential Financial’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-20,766
Closed -$983K – 2310
2024
Q3 		$983K Buy
20,766
+4,403
+27% +$205K ﹤0.01% 1890
2024
Q2 		$743K Buy
16,363
+8,056
+97% +$364K ﹤0.01% 1997
2024
Q1 		$381K Buy
+8,307
New +$381K ﹤0.01% 2260

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 22.9% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Prudential Financial's BBAG Position: Q4 2024 in Review

Prudential Financial sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2024, closing a stake of 20,766 shares — an estimated $983K sold.

Prudential Financial first reported a position in BBAG in Q1 2024 and held it in 3 quarters. The position peaked at $983K in Q3 2024. 98 funds tracked by Wall St. Rank hold BBAG as of Q4 2024.

  • Prudential Financial reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 20,766 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2024, an estimated $983K.
  • Prudential Financial first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Prudential Financial's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $983K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.