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

Raymond James 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
2026 Q2	$914K	Sell	19,895 -4,812	-19%	-$221K	﹤0.01%	4061
2026 Q1	$1.14M	Sell	24,707 -1,622	-6%	-$75.4K	﹤0.01%	3763
2025 Q4	$1.22M	Buy	26,329 +6,741	+34%	+$315K	﹤0.01%	3647
2025 Q3	$914K	Buy	19,588 +6,742	+52%	+$311K	﹤0.01%	3741
2025 Q2	$593K	Sell	12,846 -3,282	-20%	-$150K	﹤0.01%	3907
2025 Q1	$744K	Sell	16,128 -1,094	-6%	-$49.9K	﹤0.01%	3685
2024 Q4	$778K	Buy	+17,222	New	+$792K	﹤0.01%	3624

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 22.9% 1-Year Est. Return

Raymond James Financial's BBAG Position: Q2 2026 in Review

Raymond James Financial reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 19% in Q2 2026, selling an estimated $221K and leaving 19,895 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #4061.

Raymond James Financial first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Raymond James Financial held 19,895 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $914K as of Q2 2026.
Raymond James Financial sold 4,812 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $221K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4061 holding.
Raymond James Financial first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.22M in Q4 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.