TCM
BBAG icon

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

Triumph Capital 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
2022
Q3 		– Sell
-5,214
Closed -$250K – 190
2022
Q2 		$250K Buy
+5,214
New +$253K 0.13% 161

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Triumph Capital Management's BBAG Position: Q3 2022 in Review

Triumph Capital Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2022, closing a stake of 5,214 shares — an estimated $250K sold.

Triumph Capital Management first reported a position in BBAG in Q2 2022 and held it in 1 quarter. The position peaked at $250K in Q2 2022. 65 funds tracked by Wall St. Rank hold BBAG as of Q3 2022.

  • Triumph Capital Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Triumph Capital Management sold 5,214 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2022, an estimated $250K.
  • Triumph Capital Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Triumph Capital Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $250K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2022.

Based on Triumph Capital Management's 13F filing for Q3 2022, filed 1 Nov 2022.