Slow Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Slow Capital’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
2023 Q2	–	Sell	-4,156	Closed	-$195K	–	134
2023 Q1	$195K	Buy	+4,156	New	+$194K	0.04%	132
2021 Q3	–	Sell	-3,818	Closed	-$208K	–	174
2021 Q2	$208K	Buy	+3,818	New	+$207K	0.04%	173
2020 Q4	–	Sell	-2,938	Closed	-$164K	–	188
2020 Q3	$164K	Buy	+2,938	New	+$165K	0.04%	173

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

IHWM

Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return

Slow Capital's BBAG Position: Q2 2023 in Review

Slow Capital sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2023, closing a stake of 4,156 shares — an estimated $195K sold.

Slow Capital first reported a position in BBAG in Q3 2020 and held it in 3 quarters. The position peaked at $208K in Q2 2021. 80 funds tracked by Wall St. Rank hold BBAG as of Q2 2023.

Slow Capital reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Slow Capital sold 4,156 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2023, an estimated $195K.
Slow Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
Slow Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $208K in Q2 2021.
80 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2023.

Based on Slow Capital's 13F filing for Q2 2023, filed 9 Aug 2023.