Spire Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Spire Wealth Management’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	$3.77K	Buy	82 +2	+3%	+$92	﹤0.01%	1876
2026 Q1	$3.69K	Buy	80 +10	+14%	+$465	﹤0.01%	1908
2025 Q4	$3.25K	Buy	70 +26	+59%	+$1.21K	﹤0.01%	1994
2025 Q3	$2.05K	Buy	44 +6	+16%	+$277	﹤0.01%	2159
2025 Q2	$1.75K	Sell	38 -8	-17%	-$365	﹤0.01%	2199
2025 Q1	$2.12K	Sell	46 -2	-4%	-$91	﹤0.01%	2268
2024 Q4	$2.17K	Sell	48 -37	-44%	-$1.7K	﹤0.01%	2236
2024 Q3	$4.02K	Buy	85 +2	+2%	+$93	﹤0.01%	1864
2024 Q2	$3.77K	Buy	83 +6	+8%	+$271	﹤0.01%	1894
2024 Q1	$3.53K	Hold	77	–	–	﹤0.01%	1997
2023 Q4	$3.54K	Buy	77 +5	+7%	+$224	﹤0.01%	2036
2023 Q3	$3.19K	Buy	72 +2	+3%	+$91	﹤0.01%	2039
2023 Q2	$3.23K	Buy	+70	New	+$3.26K	﹤0.01%	2106

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 22.96% 1-Year Est. Return

Spire Wealth Management's BBAG Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.5% in Q2 2026, buying an estimated $92 and bringing the position to 82 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Spire Wealth Management first reported a position in BBAG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.02K in Q3 2024. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Spire Wealth Management held 82 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $3.77K as of Q2 2026.
Spire Wealth Management bought 2 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $92.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1876 holding.
Spire Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Spire Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.02K in Q3 2024.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.