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WR Wealth Planners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

WR Wealth Planners’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
Q4 		$2.4K Hold
53
– – ﹤0.01% 828
2024
Q3 		$2.51K Buy
+53
New +$2.47K ﹤0.01% 862

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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

WR Wealth Planners's BBAG Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q4 2024 at 53 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

WR Wealth Planners first reported a position in BBAG in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.51K in Q3 2024. 97 funds tracked by Wall St. Rank hold BBAG as of Q4 2024.

  • WR Wealth Planners held 53 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.4K as of Q4 2024.
  • WR Wealth Planners left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q4 2024.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #828 holding.
  • WR Wealth Planners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.51K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.