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Webster Bank’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Webster Bank’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
2024
Q3 		– Sell
-40
Closed -$1.82K – 587
2024
Q2 		$1.82K Buy
+40
New +$1.81K ﹤0.01% 595

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Webster Bank's BBAG Position: Q3 2024 in Review

Webster Bank sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2024, closing a stake of 40 shares — an estimated $1.82K sold.

Webster Bank first reported a position in BBAG in Q2 2024 and held it in 1 quarter. The position peaked at $1.82K in Q2 2024. 92 funds tracked by Wall St. Rank hold BBAG as of Q3 2024.

  • Webster Bank reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Webster Bank sold 40 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2024, an estimated $1.82K.
  • Webster Bank first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Webster Bank's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.82K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2024.

Based on Webster Bank's 13F filing for Q3 2024, filed 10 Oct 2024.