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

$45.20 0.00 (0.00%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$173.16M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$75.60M
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BBAG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney 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%
1/14/2025 Rosenberg 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%
11/1/2024Bensler LLC5,539$262K0.0%-98.4%0.015%
10/31/2024JB Capital LLC6,014$285K0.0%N/A0.017%
10/29/2024Janney Montgomery Scott LLC674,826$31.93M0.1%+18.2%1.881%
10/29/2024Farther 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%
10/25/2024Twin 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%
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%
10/15/2024Lockerman 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%
10/8/2024 Ignite Planners LLC4,919$233K0.1%+7.2%0.014%
10/3/2024 Apella Capital LLC68,056$3.21M0.1%-6.3%0.190%
10/3/2024 Park Avenue Securities LLC86,460$4.09M0.0%-12.4%0.241%
10/3/2024Alpha Omega Wealth Management LLC11,925$564K0.1%-8.6%0.033%
8/22/2024Cetera Investment Advisers181,941$8.26M0.0%-4.1%0.507%
8/16/2024Ascent Group LLC15,805$718K0.1%+15.9%0.044%
8/16/2024Susquehanna International Group LLP87,295$3.96M0.0%N/A0.243%
8/12/2024Mercer Global Advisors Inc. ADV31,024$1.41M0.0%-7.4%0.086%
8/12/2024True Vision MN LLC4,661$212K0.1%-8.5%0.013%
8/10/2024Perennial Investment Advisors LLC6,529$296K0.0%-4.9%0.018%
8/8/2024Envestnet Asset Management Inc.686,445$31.17M0.0%-1.4%1.914%
8/8/2024LPL Financial LLC1,625,056$73.79M0.0%-2.7%4.530%
8/6/2024Clearwater Capital Advisors LLC848,701$38.54M4.1%+4.1%2.366%
8/6/2024Strategic Financial Concepts LLC325,503$148K0.0%+1,358.9%0.907%
8/5/2024LGT Financial Advisors LLC543$25K0.1%+179.9%0.002%
8/1/2024Verus Capital Partners LLC10,421$473K0.0%-3.2%0.029%
7/31/2024Commonwealth Equity Services LLC5,028$228K0.0%-12.8%0.014%
7/31/2024 Wealth Alliance Advisory Group LLC276,394$12.55M2.8%+3.5%0.771%
7/26/2024Bensler LLC349,677$15.88M2.1%+11.3%0.975%
7/26/2024Cambridge Investment Research Advisors Inc.243,997$11.08M0.0%-0.5%0.680%
7/26/2024Bailard Inc.45,671$2.07M0.1%+4.8%0.127%
7/25/2024Shelter Ins Retirement Plan10,400$472K0.1%N/A0.029%
7/24/2024 ACT Advisors LLC.50,176$2.28M1.2%-1.4%0.140%
7/24/2024MN Wealth Advisors LLC24,241$1.10M0.6%-8.2%0.068%
7/23/2024Concourse Financial Group Securities Inc.9,895$449K0.0%-7.4%0.028%
7/22/2024Iron Horse Wealth Management LLC453,899$20.61M7.9%+3.0%1.265%
7/20/2024 Hennion & Walsh Asset Management Inc.13,030$592K0.0%+4.5%0.036%
7/19/2024Raymond James & Associates26,516$1.20M0.0%-7.0%0.074%
7/18/2024Sutton Place Investors LLC12,365$561K0.4%+41.3%0.034%
7/17/2024Cobblestone Asset Management LLC9,657$439K0.3%+21.0%0.027%
7/17/2024Sharkey Howes & Javer268,629$12.20M2.0%+9.9%0.749%
7/17/2024Lockerman Financial Group Inc.20,646$938K1.7%-9.1%0.058%
7/16/2024Envestnet Portfolio Solutions Inc.18,176$825K0.0%+32.4%0.051%
7/16/2024 Cooper Financial Group6,992$318K0.0%-60.3%0.019%
7/12/2024 Ignite Planners LLC4,588$209K0.1%N/A0.013%
7/10/2024 CGN Advisors LLC285,507$12.97M1.5%-21.8%0.796%
7/10/2024 Apella Capital LLC72,662$3.31M0.1%-10.0%0.203%
7/9/2024 Park Avenue Securities LLC98,711$4.48M0.1%-3.4%0.275%
5/24/2024Cetera Advisors LLC13,333$612K0.0%+5.0%0.037%
5/24/2024Cetera Investment Advisers189,735$8.70M0.0%+628.8%0.529%
5/21/2024Atria Investments Inc54,376$2.49M0.0%+1.0%0.152%
5/20/2024Continuum Wealth Advisors LLC12,067$554K0.3%+30.1%0.034%
5/16/2024Jane Street Group LLC85,227$3.91M0.0%+138.4%0.238%
5/15/2024Ascent Group LLC13,640$626K0.1%+8.7%0.038%
5/14/2024OLD Mission Capital LLC213,529$9.80M0.2%N/A0.595%
5/14/2024CreativeOne Wealth LLC26,671$1.22M0.0%-9.5%0.074%
5/10/2024Nicolet Advisory Services LLC62,909$2.85M0.3%-15.3%0.175%
5/9/2024Clearwater Capital Advisors LLC815,054$37.39M4.0%+6.7%2.272%
5/6/2024Envestnet Portfolio Solutions Inc.13,729$630K0.0%-1.7%0.038%
5/4/2024Geneos Wealth Management Inc.7,428$341K0.0%N/A0.021%
5/1/2024Janney Montgomery Scott LLC404,936$18.57M0.1%+59.1%1.132%
5/1/2024Concourse Financial Group Securities Inc.10,685$490K0.0%-17.6%0.030%
4/30/2024MN Wealth Advisors LLC26,418$1.21M0.7%+1.8%0.074%
4/30/2024True Vision MN LLC5,096$227K0.2%-67.1%0.014%
4/27/2024Fonville Wealth Management LLC6,139$282K0.1%N/A0.017%
4/25/2024Cambridge Investment Research Advisors Inc.245,148$11.25M0.0%-21.7%0.685%
4/24/2024CENTRAL TRUST Co3,869$177K0.0%-37.0%0.011%
4/23/2024Global Retirement Partners LLC4,859$223K0.0%+30.1%0.014%
(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, 81 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($687.77M), LPL Financial LLC ($73.79M), Symmetry Partners LLC ($66.72M), Berger Financial Group Inc ($45.89M), Clearwater Capital Advisors LLC ($38.54M), Envestnet Asset Management Inc. ($31.17M), and Iron Horse Wealth Management LLC ($21.88M).Learn more on BBAG's institutional investors.

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

Of the 74 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 ($2.55M), Symmetry Partners LLC ($1.51M), Envestnet Asset Management Inc. ($1.14M), Berger Financial Group Inc ($988.49K), Osaic Holdings Inc. ($697.53K), and Clearwater Capital Advisors LLC ($637.85K).

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

Institutional investors have bought a total of 39,641,665 shares in the last 24 months. This purchase volume represents approximately $1.82B in transactions.

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

Of the 46 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. ($3.63M), Bensler LLC ($344.14K), Clearwater Capital Advisors LLC ($298.73K), Janney Montgomery Scott LLC ($235.02K), Cambridge Investment Research Advisors Inc. ($208.68K), CGN Advisors LLC ($98.04K), and Jane Street Group LLC ($83.89K).

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

Institutional investors have sold a total of 5,392,792 shares in the last 24 months. This volume of shares sold represents approximately $242.10M in transactions.



This page (NYSEARCA:BBAG) was last updated on 1/18/2025 by MarketBeat.com Staff
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