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

JPMorgan BetaBuilders U.S. Aggregate Bond ETF logo
$46.26 +0.29 (+0.63%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$46.25 -0.01 (-0.02%)
As of 08/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (NYSEARCA:BBAG)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$731.33M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$771.59M
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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
8/18/2025 Geneos Wealth Management Inc.14,675$678K0.0%+12.2%0.053%
8/15/2025 MML Investors Services LLC95,877$4.43M0.0%+94.5%0.344%
8/15/2025 Great Valley Advisor Group Inc.21,265$982K0.0%N/A0.076%
8/15/2025 Bank of America Corp DE41,829$1.93M0.0%+16.8%0.150%
8/14/2025 Jane Street Group LLC196,132$9.06M0.0%-96.2%0.704%
8/14/2025 Raymond James Financial Inc.12,846$593K0.0%-20.3%0.046%
8/13/2025 Flow Traders U.S. LLC25,702$1.19M0.0%-74.1%0.092%
8/13/2025 Twin Peaks Wealth Advisors LLC11,420$526K0.2%+14.0%0.041%
8/12/2025 J.W. Cole Advisors Inc.7,750$358K0.0%N/A0.028%
8/12/2025 Steward Partners Investment Advisory LLC4,694$217K0.0%-28.2%0.017%
8/12/2025 CreativeOne Wealth LLC10,857$501K0.0%-23.0%0.039%
8/12/2025 Global Retirement Partners LLC6,540$302K0.0%N/A0.023%
8/12/2025 JPMorgan Chase & Co.4,830,454$223.02M0.0%-13.6%17.345%
8/8/2025 Cetera Investment Advisers378,289$17.47M0.0%+38.5%1.366%
8/8/2025 Bailard Inc.46,961$2.17M0.1%+6.3%0.170%
8/5/2025 Continuum Wealth Advisors LLC11,177$516K0.2%-20.9%0.040%
8/5/2025 5T Wealth LLC10,193$471K0.2%-22.6%0.037%
8/5/2025 Strategic Financial Concepts LLC8,543$395K0.1%-72.3%0.031%
8/4/2025 Atria Investments Inc6,427$297K0.0%+6.4%0.023%
8/1/2025 Envestnet Asset Management Inc.1,597,739$73.77M0.0%+100.8%5.768%
7/31/2025 MN Wealth Advisors LLC16,312$753K0.4%-4.2%0.059%
7/29/2025 Stephens Inc. AR7,785$359K0.0%-26.7%0.028%
7/29/2025 Private Trust Co. NA7,012$324K0.0%+59.5%0.025%
7/28/2025 Rosenberg Matthew Hamilton3,499$162K0.0%+77.0%0.013%
7/25/2025 Envestnet Portfolio Solutions Inc.11,082$512K0.0%+32.4%0.040%
7/25/2025 CWM LLC87,882$4.06M0.0%+397.7%0.317%
7/24/2025 IFP Advisors Inc5,421$250K0.0%+396.4%0.020%
7/23/2025 Ignite Planners LLC4,767$218K0.0%N/A0.017%
7/23/2025 Heck Capital Advisors LLC172,210$7.95M0.7%+5.6%0.622%
7/22/2025 Iron Horse Wealth Management LLC340,534$15.72M4.6%+1.1%1.229%
7/22/2025 Sutton Place Investors LLC8,034$371K0.2%-4.5%0.029%
7/22/2025 Berger Financial Group Inc27,414$1.27M0.1%-14.5%0.099%
7/21/2025 Ascent Group LLC13,399$619K0.0%+16.3%0.048%
7/21/2025 Triad Wealth Partners LLC47,870$2.21M0.4%-13.0%0.173%
7/18/2025 Lockerman Financial Group Inc.42,296$1.95M2.6%+56.0%0.153%
7/17/2025 Janney Montgomery Scott LLC533,719$24.64M0.1%+2.0%1.927%
7/16/2025 ORG Partners LLC13,678$629K0.1%N/A0.049%
7/16/2025 Blue Oak Capital LLC9,329$431K0.2%-2.3%0.034%
7/16/2025 Perigon Wealth Management LLC9,735$449K0.0%+49.3%0.035%
7/15/2025 Kelly Financial Group LLC70,942$3.28M0.5%-5.0%0.256%
Trump’s national nightmare is here (Ad)

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7/15/2025 ACT Advisors LLC.45,581$2.10M1.0%+1.4%0.165%
7/15/2025 CGN Advisors LLC122,312$5.65M0.5%-8.5%0.442%
7/14/2025 Cobblestone Asset Management LLC20,405$942K0.5%-1.1%0.074%
7/14/2025 Flagstar Advisors Inc.4,585$212K0.1%N/A0.017%
7/14/2025 Park Avenue Securities LLC222,629$10.28M0.1%N/A0.804%
7/10/2025 Sharkey Howes & Javer189,626$8.76M1.2%-26.7%0.685%
7/8/2025 RMR Wealth Builders21,017$970K0.1%N/A0.076%
7/8/2025 Apella Capital LLC105,909$4.84M0.1%+167.2%0.382%
7/8/2025 Legacy Private Trust Co.44,751$2.07M0.1%-13.6%0.162%
7/7/2025 Wealth Alliance Advisory Group LLC257,789$11.90M2.3%-0.2%0.931%
6/27/2025 Goldman Sachs Group Inc.19,863$916K0.0%N/A0.070%
6/6/2025 Blue Oak Capital LLC9,550$440K0.2%N/A0.034%
5/21/2025 Geneos Wealth Management Inc.13,074$603K0.0%+8.0%0.049%
5/19/2025 Jane Street Group LLC5,105,063$235.39M0.1%+2,374.7%19.084%
5/16/2025 Ascent Group LLC11,526$531K0.0%+26.1%0.043%
5/16/2025 Goldman Sachs Group Inc.19,863$916K0.0%N/A0.074%
5/16/2025 Integrated Wealth Concepts LLC12,091$558K0.0%+19.3%0.045%
5/15/2025 OLD Mission Capital LLC133,545$6.16M0.1%+342.4%0.499%
5/14/2025 Triad Wealth Partners LLC54,994$2.54M0.8%+13.9%0.213%
5/14/2025 CreativeOne Wealth LLC14,091$650K0.0%-25.4%0.054%
5/14/2025 Jane Street Group LLC5,105,063$235.39M0.1%+2,374.7%19.734%
5/14/2025 Comerica Bank4,797$221K0.0%+69.8%0.019%
5/14/2025 Flow Traders U.S. LLC99,282$4.58M0.2%+246.8%0.384%
5/14/2025 Tradition Wealth Management LLC20,766$958K0.1%N/A0.080%
5/13/2025 Heck Capital Advisors LLC163,087$7.52M0.8%+2.7%0.630%
5/13/2025 HighTower Advisors LLC176,737$8.15M0.0%-11.7%0.683%
5/12/2025 Financial Engines Advisors L.L.C.5,604$258K0.0%N/A0.022%
5/12/2025 Berger Financial Group Inc32,050$1.48M0.1%-93.4%0.124%
5/12/2025 JPMorgan Chase & Co.5,587,895$257.66M0.0%-60.4%21.600%
5/9/2025 Cary Street Partners Investment Advisory LLC5,379$248K0.1%-4.9%0.021%
5/8/2025 Clearwater Capital Advisors LLC969,917$44.72M4.3%+2.7%3.749%
5/8/2025 Nicolet Advisory Services LLC28,111$1.27M0.1%-12.0%0.109%
5/7/2025 LPL Financial LLC2,356,179$108.64M0.0%+15.9%9.108%
5/6/2025 Cetera Investment Advisers273,205$12.60M0.0%+23.2%1.056%
5/5/2025 IFP Advisors Inc1,092$50K0.0%+42.9%0.004%
5/5/2025 Private Advisor Group LLC4,683$216K0.0%-8.7%0.018%
5/1/2025 CWM LLC17,659$814K0.0%+203.0%0.068%
5/1/2025 Iron Horse Wealth Management LLC336,831$15.53M5.0%-29.7%1.302%
5/1/2025 Stephens Inc. AR10,625$490K0.0%-24.0%0.041%
4/30/2025 Sharkey Howes & Javer258,539$11.92M1.7%-1.8%0.999%
4/30/2025 Allworth Financial LP2,492$114K0.0%-9.0%0.010%
4/29/2025 Envestnet Asset Management Inc.795,865$36.70M0.0%+17.4%3.076%
4/29/2025 Sutton Place Investors LLC8,409$388K0.3%-9.3%0.033%
4/28/2025 Rosenberg Matthew Hamilton1,977$91K0.0%+33.5%0.008%
4/28/2025 Strategic Financial Concepts LLC30,832$1.42M0.3%-3.5%0.119%
4/28/2025 Private Trust Co. NA4,397$203K0.0%+14.1%0.017%
4/23/2025 Perigon Wealth Management LLC6,522$301K0.0%-56.3%0.025%
4/22/2025 5T Wealth LLC13,165$607K0.3%+158.1%0.046%
4/22/2025 Cambridge Investment Research Advisors Inc.389,386$17.96M0.1%+28.1%1.349%
4/22/2025 Cobblestone Asset Management LLC20,641$952K0.6%+54.5%0.071%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
4/22/2025 Continuum Wealth Advisors LLC14,127$651K0.3%+1.6%0.049%
4/21/2025 Envestnet Portfolio Solutions Inc.8,368$386K0.0%-54.4%0.029%
4/21/2025 MN Wealth Advisors LLC17,030$785K0.5%-5.4%0.059%
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%
(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, 104 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($223.02M), LPL Financial LLC ($108.64M), Envestnet Asset Management Inc. ($73.77M), Symmetry Partners LLC ($66.72M), Clearwater Capital Advisors LLC ($44.72M), Janney Montgomery Scott LLC ($24.64M), and Cambridge Investment Research Advisors Inc. ($17.96M).Learn more on JPMorgan BetaBuilders U.S. Aggregate Bond ETF's institutional investors.

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

Of the 97 institutional investors that purchased JPMorgan BetaBuilders U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($10.02M), LPL Financial LLC ($3.13M), Envestnet Asset Management Inc. ($2.06M), JPMorgan Chase & Co. ($1.66M), Symmetry Partners LLC ($1.51M), Strategic Financial Concepts LLC ($777.51K), and Clearwater Capital Advisors LLC ($731.65K).

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

Institutional investors have bought a total of 15,836,831 shares in the last 24 months. This purchase volume represents approximately $731.33M in transactions.

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

Of the 47 institutional investors that sold JPMorgan BetaBuilders U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($9.70M), Jane Street Group LLC ($4.99M), Berger Financial Group Inc ($459.52K), Bensler LLC ($344.14K), HighTower Advisors LLC ($263.96K), Janney Montgomery Scott LLC ($235.02K), and Iron Horse Wealth Management LLC ($142.60K).

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

Institutional investors have sold a total of 16,734,914 shares in the last 24 months. This volume of shares sold represents approximately $771.59M in transactions.



This page (NYSEARCA:BBAG) was last updated on 8/23/2025 by MarketBeat.com Staff
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