SHJ
BBAG icon

Sharkey, Howes & Javer’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Sharkey, Howes & Javer’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 		$766K Sell
16,678
-6,074
-27% -$279K 0.09% 94
2026
Q1 		$1.05M Sell
22,752
-15,767
-41% -$733K 0.14% 81
2025
Q4 		$1.79M Sell
38,519
-32,202
-46% -$1.5M 0.23% 64
2025
Q3 		$3.3M Sell
70,721
-118,905
-63% -$5.49M 0.42% 43
2025
Q2 		$8.76M Sell
189,626
-68,913
-27% -$3.14M 1.17% 24
2025
Q1 		$11.9M Sell
258,539
-4,828
-2% -$220K 1.71% 13
2024
Q4 		$11.9M Sell
263,367
-47,944
-15% -$2.2M 1.67% 14
2024
Q3 		$14.7M Buy
311,311
+42,682
+16% +$1.99M 2.1% 12
2024
Q2 		$12.2M Buy
268,629
+24,246
+10% +$1.09M 1.97% 11
2024
Q1 		$11.2M Buy
244,383
+92,656
+61% +$4.25M 1.84% 11
2023
Q4 		$7.06M Sell
151,727
-8,382
-5% -$375K 1.25% 19
2023
Q3 		$7.08M Sell
160,109
-16,456
-9% -$746K 1.36% 17
2023
Q2 		$8.15M Buy
176,565
+130,611
+284% +$6.09M 1.54% 15
2023
Q1 		$2.16M Buy
+45,954
New +$2.14M 0.46% 33

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

Sharkey, Howes & Javer's BBAG Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 27% in Q2 2026, selling an estimated $279K and leaving 16,678 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #94.

Sharkey, Howes & Javer first reported a position in BBAG in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.7M in Q3 2024. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Sharkey, Howes & Javer held 16,678 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $766K as of Q2 2026.
  • Sharkey, Howes & Javer sold 6,074 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $279K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.09% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #94 holding.
  • Sharkey, Howes & Javer first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Sharkey, Howes & Javer's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $14.7M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.