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Total Investment Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-374
Closed -$17.3K – 156
2025
Q2 		$17.3K Buy
+374
New +$17.1K ﹤0.01% 270
2022
Q1 		– Sell
-3,843
Closed -$207K – 71
2021
Q4 		$207K Sell
3,843
-3,390
-47% -$183K 0.03% 73
2021
Q3 		$393K Sell
7,233
-577,581
-99% -$31.6M 0.1% 36
2021
Q2 		$31.8M Buy
584,814
+88,387
+18% +$4.78M 5.5% 7
2021
Q1 		$26.8M Sell
496,427
-536,551
-52% -$29.3M 7.56% 6
2020
Q4 		$57.5M Buy
1,032,978
+79,807
+8% +$4.45M 11.16% 1
2020
Q3 		$52.8M Buy
953,171
+73,175
+8% +$4.11M 15.26% 1
2020
Q2 		$49.2M Buy
879,996
+383,569
+77% +$21.3M 17.19% 2
2020
Q1 		$26.8M Sell
496,427
-48,897
-9% -$2.63M 7.56% 6
2019
Q4 		$29M Buy
545,324
+471,931
+643% +$25.2M 5.53% 8
2019
Q3 		$3.94M Buy
73,393
+253
+0.3% +$13.5K 0.8% 14
2019
Q2 		$3.91M Buy
+73,140
New +$3.79M 0.89% 13

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

Total Investment Management's BBAG Position: Q3 2025 in Review

Total Investment Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2025, closing a stake of 374 shares — an estimated $17.3K sold.

Total Investment Management first reported a position in BBAG in Q2 2019 and held it in 12 quarters. The position peaked at $57.5M in Q4 2020. 98 funds tracked by Wall St. Rank hold BBAG as of Q3 2025.

  • Total Investment Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 374 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2025, an estimated $17.3K.
  • Total Investment Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2019 and held it in 12 quarters.
  • Total Investment Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $57.5M in Q4 2020.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.