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

Verus Capital Partners’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 Q1	–	Sell	-9,565	Closed	-$432K	–	379
2024 Q4	$432K	Sell	9,565 -176	-2%	-$8.09K	0.04%	219
2024 Q3	$461K	Sell	9,741 -680	-7%	-$31.7K	0.05%	208
2024 Q2	$473K	Sell	10,421 -343	-3%	-$15.5K	0.05%	199
2024 Q1	$494K	Sell	10,764 -156	-1%	-$7.16K	0.05%	196
2023 Q4	$508K	Sell	10,920 -2	-0%	-$89	0.06%	172
2023 Q3	$483K	Sell	10,922 -107	-1%	-$4.85K	0.07%	162
2023 Q2	$509K	Sell	11,029 -431	-4%	-$20.1K	0.07%	159
2023 Q1	$538K	Sell	11,460 -79	-0.7%	-$3.68K	0.08%	148
2022 Q4	$528K	Buy	11,539 +1	+0%	+$46	0.1%	141
2022 Q3	$525K	Buy	11,538 +534	+5%	+$25.5K	0.1%	140
2022 Q2	$526K	Sell	11,004 -14	-0.1%	-$679	0.1%	139
2022 Q1	$528K	Buy	+11,018	New	+$573K	0.08%	163
2020 Q1	$514K	Sell	9,519 -557	-6%	-$30K	0.16%	90
2019 Q4	$535K	Buy	+10,076	New	+$538K	0.18%	99

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

CCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

IHWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Verus Capital Partners's BBAG Position: Q1 2025 in Review

Verus Capital Partners sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2025, closing a stake of 9,565 shares — an estimated $432K sold.

Verus Capital Partners first reported a position in BBAG in Q4 2019 and held it in 14 quarters. The position peaked at $538K in Q1 2023. 91 funds tracked by Wall St. Rank hold BBAG as of Q1 2025.

Verus Capital Partners reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Verus Capital Partners sold 9,565 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2025, an estimated $432K.
Verus Capital Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 14 quarters.
Verus Capital Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $538K in Q1 2023.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2025.

Based on Verus Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.