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JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) Institutional Ownership

JPMorgan BetaBuilders U.S. Aggregate Bond ETF logo
$45.64 -0.06 (-0.13%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (NYSEARCA:BBAG)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$230.18M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$89.66M
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BBAG Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders U.S. Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC523,436$24.14M0.1%+19.0%1.813%
4/17/2025 Lockerman Financial Group Inc.27,120$1.25M1.9%+21.5%0.094%
4/16/2025 Wealth Enhancement Advisory Services LLC6,806$314K0.0%-16.5%0.024%
4/16/2025 Goldstone Financial Group LLC174,951$8.07M1.2%+5.4%0.606%
4/16/2025 Kelly Financial Group LLC74,650$3.44M0.6%-16.3%0.259%
4/16/2025 Twin Peaks Wealth Advisors LLC10,014$456K0.2%+27.4%0.035%
4/14/2025 Farther Finance Advisors LLC1,008$46K0.0%+121.5%0.003%
4/10/2025 ACT Advisors LLC.44,941$2.07M1.1%+1.4%0.156%
4/10/2025 Wealth Alliance Advisory Group LLC258,425$11.92M2.5%-9.8%0.895%
4/10/2025 Apella Capital LLC39,631$1.81M0.1%-25.5%0.137%
4/10/2025 Hennion & Walsh Asset Management Inc.7,485$345K0.0%-27.6%0.026%
4/10/2025 CGN Advisors LLC133,633$6.16M0.6%-11.4%0.463%
4/4/2025 Legacy Private Trust Co.51,790$2.39M0.2%-30.7%0.179%
3/17/2025 Wealth Enhancement Advisory Services LLC8,148$368K0.0%+10.8%0.024%
2/25/2025Heck Capital Advisors LLC158,784$7.17M0.4%N/A0.443%
2/21/2025Ascent Group LLC9,142$413K0.0%-49.5%0.025%
2/17/2025Cetera Investment Advisers221,760$10.02M0.0%+12.6%0.618%
2/17/2025Citadel Advisors LLC92,863$4.20M0.0%+126.6%0.259%
2/17/2025Bank of America Corp DE22,231$1.00M0.0%+15.2%0.062%
2/17/2025Ameriprise Financial Inc.8,237$372K0.0%N/A0.023%
2/14/2025Mercer Global Advisors Inc. ADV26,815$1.21M0.0%-4.4%0.075%
2/14/2025Jane Street Group LLC206,292$9.32M0.0%+591.2%0.575%
2/14/2025Berger Financial Group Inc486,936$22M1.5%+8.6%1.358%
2/14/2025MML Investors Services LLC41,255$1.86M0.0%-2.9%0.115%
2/14/2025Concourse Financial Group Securities Inc.10,830$490K0.0%+23.9%0.030%
2/13/2025CreativeOne Wealth LLC18,900$854K0.0%-27.7%0.053%
2/13/2025Raymond James Financial Inc.17,222$778K0.0%N/A0.048%
2/13/2025Envestnet Asset Management Inc.677,758$30.62M0.0%-5.2%1.889%
2/12/2025Nicolet Advisory Services LLC31,942$1.43M0.1%-9.4%0.089%
2/12/2025OLD Mission Capital LLC30,184$1.36M0.0%N/A0.084%
2/12/2025JPMorgan Chase & Co.14,096,950$636.90M0.0%-3.0%39.300%
2/11/2025LPL Financial LLC2,032,437$91.83M0.0%+14.2%5.666%
2/10/2025Clearwater Capital Advisors LLC944,762$42.68M4.2%+7.8%2.634%
2/10/2025Envestnet Portfolio Solutions Inc.18,370$830K0.0%-3.1%0.051%
2/10/2025Commonwealth Equity Services LLC4,652$210K0.0%N/A0.013%
2/7/2025HighTower Advisors LLC200,202$9.05M0.0%-54.6%0.558%
2/6/2025Raymond James Financial Inc.17,222$778K0.0%N/A0.048%
2/6/2025Triad Wealth Partners LLC48,273$2.18M0.8%N/A0.135%
2/6/2025Steward Partners Investment Advisory LLC7,137$322K0.0%-40.3%0.020%
2/6/2025 Kelly Financial Group LLC89,224$4.05M1.4%N/A0.249%
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2/5/2025Bailard Inc.44,206$2.00M0.1%+1.6%0.123%
2/5/2025Sharkey Howes & Javer263,367$11.90M1.7%-15.4%0.734%
2/5/2025Bouchey Financial Group Ltd4,721$213K0.0%N/A0.013%
2/4/2025Continuum Wealth Advisors LLC13,906$628K0.3%-7.5%0.039%
2/4/2025 Twin Peaks Wealth Advisors LLC7,860$355K0.1%-13.7%0.022%
2/4/2025World Equity Group Inc.6,600$298K0.1%N/A0.018%
2/3/2025Private Advisor Group LLC5,127$232K0.0%+19.1%0.014%
1/31/20255T Wealth LLC5,101$230K0.1%N/A0.014%
1/30/2025MN Wealth Advisors LLC17,993$813K0.5%-31.0%0.050%
1/30/2025Strategic Financial Concepts LLC31,940$1.44M0.0%+266.2%0.089%
1/29/2025Avestar Capital LLC9,428$428K0.0%N/A0.026%
1/29/2025Gladstone Institutional Advisory LLC5,725$259K0.0%-24.9%0.016%
1/28/2025Strategic Financial Concepts LLC437,512$19.77M0.0%+4,916.8%1.220%
1/28/2025Iron Horse Wealth Management LLC479,434$21.66M7.3%+3.7%1.337%
1/24/2025Sutton Place Investors LLC9,275$419K0.2%-43.2%0.026%
1/22/2025Perigon Wealth Management LLC14,930$675K0.0%N/A0.042%
1/22/2025Cobblestone Asset Management LLC13,363$604K0.4%-5.7%0.037%
1/21/2025Geneos Wealth Management Inc.12,111$547K0.0%+9.6%0.034%
1/17/2025 Janney Montgomery Scott LLC439,804$19.87M0.1%-34.8%1.226%
1/15/2025 Wealth Alliance Advisory Group LLC286,532$12.95M2.7%+0.9%0.799%
1/15/2025 CGN Advisors LLC150,829$6.81M0.7%-11.0%0.420%
1/15/2025 Goldstone Financial Group LLC166,037$7.50M1.2%+20.0%0.463%
1/14/2025 Apella Capital LLC53,178$2.40M0.1%-21.9%0.148%
1/14/2025 Park Avenue Securities LLC90,659$4.10M0.0%+4.9%0.253%
1/14/2025Rosenberg Matthew Hamilton1,481$67K0.0%N/A0.004%
1/13/2025 ACT Advisors LLC.44,338$2.00M1.1%-9.5%0.124%
1/10/2025 Wealth Enhancement Advisory Services LLC7,779$368K0.0%+5.8%0.022%
1/8/2025 Legacy Private Trust Co.74,751$3.38M0.2%+19.3%0.208%
12/26/2024JPMorgan Chase & Co.14,534,538$687.77M0.1%+12.9%40.520%
11/15/2024MML Investors Services LLC42,472$2.01M0.0%+15.4%0.118%
11/15/2024Jane Street Group LLC29,844$1.41M0.0%-73.8%0.083%
11/15/2024HighTower Advisors LLC440,693$20.86M0.0%+3.4%1.229%
11/15/2024Ascent Group LLC18,090$856K0.1%+14.5%0.050%
11/14/2024Flow Traders U.S. LLC19,455$921K0.0%-53.5%0.054%
11/14/2024CreativeOne Wealth LLC26,157$1.24M0.0%+2.7%0.073%
11/12/2024Nicolet Advisory Services LLC35,257$1.66M0.2%-3.1%0.098%
11/6/2024Kovack Advisors Inc.4,680$221K0.0%-74.5%0.013%
11/5/2024Empower Advisory Group LLC13,891$657K0.0%N/A0.039%
11/5/2024Verus Capital Partners LLC9,741$461K0.0%-6.5%0.027%
11/1/2024 Bensler LLC5,539$262K0.0%-98.4%0.015%
10/31/2024JB Capital LLC6,014$285K0.0%N/A0.017%
10/29/2024 Janney Montgomery Scott LLC674,826$31.93M0.1%+18.2%1.881%
10/29/2024 Farther Finance Advisors LLC1,055$50K0.0%-48.5%0.003%
10/28/2024Stephens Inc. AR13,975$661K0.0%-26.5%0.039%
10/28/2024 Goldstone Financial Group LLC138,325$6.55M1.1%N/A0.386%
10/25/2024 Twin Peaks Wealth Advisors LLC9,106$431K0.2%+11.7%0.025%
10/23/2024Allworth Financial LP2,742$130K0.0%-33.0%0.008%
10/23/2024 Hennion & Walsh Asset Management Inc.10,444$494K0.0%-19.8%0.029%
10/22/2024Iron Horse Wealth Management LLC462,437$21.88M7.5%+1.9%1.289%
10/22/2024Private Advisor Group LLC4,303$204K0.0%N/A0.012%
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I've discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it. This isn't just another Bitcoin prediction – it's a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade. The evidence is so compelling, I'm doing something that probably seems insane: I'm giving away my entire book for free.

Claim your FREE copy of my controversial book before I change my mind.
10/21/2024Sharkey Howes & Javer311,311$14.73M2.1%+15.9%0.868%
10/19/2024 ACT Advisors LLC.49,001$2.32M1.1%-2.3%0.137%
10/18/2024 Wealth Alliance Advisory Group LLC284,100$13.44M2.8%+2.8%0.792%
10/18/2024Continuum Wealth Advisors LLC15,029$711K0.4%-4.3%0.042%
10/18/2024Cobblestone Asset Management LLC14,168$670K0.4%+46.7%0.039%
10/16/2024MN Wealth Advisors LLC26,063$1.23M0.7%+7.5%0.073%
10/15/2024 Lockerman Financial Group Inc.22,464$1.06M1.8%+8.8%0.063%
10/10/2024Concourse Financial Group Securities Inc.8,741$414K0.0%-11.7%0.024%
10/8/2024CWM LLC5,432$257K0.0%N/A0.015%
10/8/2024 Legacy Private Trust Co.62,639$2.96M0.2%+1.7%0.175%
(Data available from 1/1/2016 forward)

BBAG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBAG shares?

During the previous two years, 93 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($636.90M), LPL Financial LLC ($91.83M), Symmetry Partners LLC ($66.72M), Clearwater Capital Advisors LLC ($42.68M), Envestnet Asset Management Inc. ($30.62M), Janney Montgomery Scott LLC ($24.14M), and Berger Financial Group Inc ($22M).Learn more on BBAG's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock?

Of the 87 institutional investors that purchased JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($27.15M), LPL Financial LLC ($2.80M), Symmetry Partners LLC ($1.51M), Envestnet Asset Management Inc. ($1.14M), Berger Financial Group Inc ($1.03M), Strategic Financial Concepts LLC ($777.51K), and Clearwater Capital Advisors LLC ($706.49K).

How much institutional buying is happening at JPMorgan BetaBuilders U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 41,247,055 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

Which JPMorgan BetaBuilders U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 54 institutional investors that sold JPMorgan BetaBuilders U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.06M), Bensler LLC ($344.14K), Clearwater Capital Advisors LLC ($298.73K), HighTower Advisors LLC ($240.49K), Janney Montgomery Scott LLC ($235.02K), Cambridge Investment Research Advisors Inc. ($208.68K), and CGN Advisors LLC ($115.24K).

How much institutional selling is happening at JPMorgan BetaBuilders U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 6,304,250 shares in the last 24 months. This volume of shares sold represents approximately $283.37M in transactions.


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This page (NYSEARCA:BBAG) was last updated on 4/18/2025 by MarketBeat.com Staff
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