Steward Partners Investment Advisory’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Steward Partners Investment Advisory’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	$211K	Hold	4,602	–	–	﹤0.01%	2201
2026 Q1	$212K	Buy	4,602 +441	+11%	+$20.5K	﹤0.01%	1989
2025 Q4	$193K	Buy	4,161 +324	+8%	+$15.1K	﹤0.01%	1948
2025 Q3	$179K	Sell	3,837 -857	-18%	-$39.6K	﹤0.01%	1927
2025 Q2	$217K	Sell	4,694 -1,846	-28%	-$84.2K	﹤0.01%	1730
2025 Q1	$302K	Sell	6,540 -597	-8%	-$27.2K	﹤0.01%	1444
2024 Q4	$322K	Sell	7,137 -4,827	-40%	-$222K	﹤0.01%	1364
2024 Q3	$566K	Buy	11,964 +528	+5%	+$24.6K	0.01%	1057
2024 Q2	$519K	Sell	11,436 -42,743	-79%	-$1.93M	0.01%	1052
2024 Q1	$2.49M	Sell	54,179 -36,445	-40%	-$1.67M	0.03%	511
2023 Q4	$4.22M	Sell	90,624 -730	-0.8%	-$32.6K	0.06%	320
2023 Q3	$4.04M	Sell	91,354 -5,843	-6%	-$265K	0.06%	297
2023 Q2	$4.49M	Buy	97,197 +59,614	+159%	+$2.78M	0.07%	283
2023 Q1	$1.76M	Buy	37,583 +32,739	+676%	+$1.53M	0.03%	498
2022 Q4	$222K	Buy	4,844 +3,500	+260%	+$160K	﹤0.01%	1200
2022 Q3	$61K	Hold	1,344	–	–	﹤0.01%	1699
2022 Q2	$64K	Buy	1,344 +719	+115%	+$34.9K	﹤0.01%	1680
2022 Q1	$32K	Hold	625	–	–	﹤0.01%	2135
2021 Q4	$34K	Buy	625 +500	+400%	+$27K	﹤0.01%	2077
2021 Q3	$7K	Hold	125	–	–	﹤0.01%	2704
2021 Q2	$7K	Sell	125 -150	-55%	-$8.12K	﹤0.01%	6360
2021 Q1	$14.8K	Buy	275 +150	+120%	+$8.19K	﹤0.01%	2611
2020 Q4	$7K	Hold	125	–	–	﹤0.01%	2405
2020 Q3	$7K	Sell	125 -301	-71%	-$16.9K	﹤0.01%	2243
2020 Q2	$24K	Hold	426	–	–	﹤0.01%	1705
2020 Q1	$22K	Hold	426	–	–	﹤0.01%	1571
2019 Q4	$22K	Buy	426 +125	+42%	+$6.68K	﹤0.01%	1736
2019 Q3	$16K	Buy	+301	New	+$16K	﹤0.01%	1799

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 $7.88B AUM 10.78% 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

Steward Partners Investment Advisory's BBAG Position: Q2 2026 in Review

Steward Partners Investment Advisory held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 4,602 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Steward Partners Investment Advisory first reported a position in BBAG in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.49M in Q2 2023. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Steward Partners Investment Advisory held 4,602 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $211K as of Q2 2026.
Steward Partners Investment Advisory left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2201 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.49M in Q2 2023.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.