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Salem Investment Counselors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Salem Investment Counselors’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
2022
Q3 		– Sell
-1
Closed – – 1038
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1068
2022
Q1 		$0 Buy
+1
New +$52 ﹤0.01% 1004

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Salem Investment Counselors's BBAG Position: Q3 2022 in Review

Salem Investment Counselors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2022, closing a stake of 1 share.

Salem Investment Counselors first reported a position in BBAG in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 65 funds tracked by Wall St. Rank hold BBAG as of Q3 2022.

  • Salem Investment Counselors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 1 JPMorgan BetaBuilders US Aggregate Bond ETF share in Q3 2022.
  • Salem Investment Counselors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Salem Investment Counselors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $0 in Q2 2022.
  • 65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2022.

Based on Salem Investment Counselors's 13F filing for Q3 2022, filed 9 Nov 2022.