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

JPMorgan BetaBuilders U.S. Aggregate Bond ETF logo
$43.88 +0.02 (+0.05%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$79.93M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$154.01M
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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
10/8/2026Farther Finance Advisors LLC780$34K0.0%-41.2%0.004%
10/8/2026Apella Capital LLC217,920$9.52M0.1%-32.4%0.983%
10/6/2026Legacy Private Trust Co.26,038$1.14M0.1%N/A0.117%
10/5/2026Rosenberg Matthew Hamilton23,920$1.05M0.2%+680.4%0.108%
9/23/2026Envestnet Asset Management Inc.229,355$10.54M0.0%-74.5%1.035%
9/9/2026Integrated Wealth Concepts LLC13,509$621K0.0%-16.9%0.061%
9/9/2026IFP Advisors Inc5,201$239K0.0%+10.0%0.023%
9/9/2026XY Planning Network Inc.7,732$355K0.0%N/A0.035%
9/8/2026Allworth Financial LP1,091$50K0.0%-47.4%0.005%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group54,633$2.46M0.2%-1.0%0.246%
9/2/2026Citadel Advisors LLC110,943$5.10M0.0%+201.6%0.500%
8/22/2026Elevation Wealth Management LLC9,875$454K0.3%-2.2%0.045%
7/10/2026Heck Capital Advisors LLC236,638$10.87M0.6%+8.4%1.053%
7/8/2026Apella Capital LLC322,153$14.67M0.2%-6.6%1.434%
7/7/2026CGN Advisors LLC53,662$2.47M0.2%-11.2%0.239%
5/19/2026Western Wealth Management LLC1,468$68K0.0%N/A0.006%
5/19/2026Bank of America Corp DE73,953$3.41M0.0%-1.9%0.304%
5/19/2026Ashton Thomas Securities LLC2,860$132K0.0%N/A0.012%
5/18/2026Royal Bank of Canada2,181$101K0.0%+2,847.3%0.009%
5/14/2026Ascension Capital Advisors Inc.8,494$392K0.1%N/A0.035%
5/13/2026Cetera Investment Advisers221,323$10.22M0.0%-1.5%0.911%
5/13/2026Clearwater Capital Advisors LLC1,201,541$55.46M4.5%+8.5%4.945%
5/6/2026Cornerstone Planning Group LLC633$29K0.0%N/A0.003%
5/5/2026Geneos Wealth Management Inc.17,994$831K0.0%-17.1%0.074%
5/1/2026Fifth Third Bancorp5,696$263K0.0%N/A0.023%
4/30/2026Kestra Advisory Services LLC85,651$3.95M0.0%-7.4%0.341%
4/28/2026Ascentis Independent Advisors29,824$1.38M0.1%N/A0.119%
4/28/2026Berger Financial Group Inc17,334$800K0.0%-21.1%0.069%
4/28/2026Cobblestone Asset Management LLC18,737$865K0.4%-4.1%0.075%
4/28/2026WBH Advisory Inc.12,402$570K0.0%N/A0.049%
4/22/2026Janney Montgomery Scott LLC571,546$26.38M0.1%-2.4%2.277%
4/21/2026Independent Wealth Network Inc.38,566$1.78M0.5%N/A0.154%
4/20/2026Apella Capital LLC344,819$15.98M0.2%-6.5%1.374%
4/16/2026Triad Wealth Partners LLC57,554$2.66M0.2%-1.1%0.229%
2/18/2026Mercer Global Advisors Inc. ADV7,485$347K0.0%-42.2%0.031%
2/17/2026Cetera Investment Advisers224,794$10.44M0.0%-47.8%0.918%
2/17/2026Kovack Advisors Inc.35,494$1.65M0.1%N/A0.145%
2/17/2026Osaic Holdings Inc.65,032$3.02M0.0%-23.2%0.265%
2/16/2026MML Investors Services LLC43,700$2.03M0.0%-53.9%0.178%
2/16/2026Nicolet Advisory Services LLC4,841$225K0.0%-79.7%0.020%
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2/13/2026CreativeOne Wealth LLC6,111$284K0.0%-7.4%0.025%
2/13/2026Kestra Advisory Services LLC92,498$4.29M0.0%N/A0.378%
2/13/2026Transamerica Financial Advisors LLC3,757$175K0.0%-35.6%0.015%
2/13/2026Integrated Wealth Concepts LLC9,702$450K0.0%-60.9%0.040%
2/13/2026Wells Fargo & Company MN2,250$104K0.0%-23.8%0.009%
2/12/2026Elevation Wealth Management LLC10,717$499K0.5%N/A0.044%
2/12/2026Jane Street Group LLC412,908$19.17M0.0%N/A1.685%
2/12/2026Commonwealth Equity Services LLC15,696$729K0.0%+11.1%0.064%
2/12/2026StoneX Group Inc.5,717$267K0.0%N/A0.023%
2/12/2026Steward Partners Investment Advisory LLC4,161$193K0.0%+8.4%0.017%
2/12/2026Founders Financial Alliance LLC3,576$166K0.0%N/A0.015%
2/12/2026Great Valley Advisor Group Inc.31,406$1.46M0.0%+16.9%0.128%
2/12/2026Kovack Advisors Inc.35,494$1.65M0.1%N/A0.145%
2/11/2026Janney Montgomery Scott LLC585,787$27.19M0.1%-0.8%2.391%
2/11/2026LPL Financial LLC2,116,045$98.23M0.0%-42.5%8.637%
2/11/2026JPMorgan Chase & Co.4,593,725$213.24M0.0%-6.8%18.750%
2/11/2026Tradition Wealth Management LLC211,243$9.81M0.7%+5.7%0.862%
2/11/2026J.W. Cole Advisors Inc.5,716$265K0.0%-33.9%0.023%
2/10/2026Avestar Capital LLC9,855$457K0.0%+4.5%0.040%
2/10/2026Goldman Sachs Group Inc.62,308$2.89M0.0%-11.5%0.254%
2/10/2026Twin Peaks Wealth Advisors LLC12,228$568K0.2%-4.5%0.050%
2/9/2026Cary Street Partners Investment Advisory LLC6,187$287K0.1%N/A0.025%
2/9/2026Cary Street Partners Financial LLC1,146$53K0.0%N/A0.005%
2/9/2026Clearwater Capital Advisors LLC1,107,784$51.42M4.3%+6.3%4.522%
2/9/2026Strategic Financial Concepts LLC22,832$1.06M1.0%+234.9%0.093%
2/6/2026Ignite Planners LLC6,680$311K0.0%+24.8%0.027%
2/6/2026Global Retirement Partners LLC3,691$171K0.0%-55.0%0.015%
2/6/2026IFP Advisors Inc4,254$197K0.0%-35.4%0.017%
2/6/2026Northbridge Financial Group LLC13,904$645K0.3%N/A0.057%
2/6/2026Larson Financial Group LLC982$46K0.0%N/A0.004%
2/6/2026HighTower Advisors LLC168,991$7.85M0.0%-2.9%0.690%
2/6/2026Envestnet Portfolio Solutions Inc.10,552$490K0.0%-27.9%0.043%
2/5/2026Stephens Inc. AR7,135$331K0.0%-8.3%0.029%
2/4/2026Continuum Wealth Advisors LLC9,190$427K0.2%-3.5%0.038%
2/4/2026Bailard Inc.55,719$2.59M0.1%+6.2%0.227%
2/4/2026Bensler LLC4,902$228K0.0%-6.3%0.020%
2/3/2026MGO One Seven LLC4,754$221K0.0%-14.7%0.019%
2/3/2026Plan Group Financial LLC7,237$336K0.1%+51.2%0.030%
1/29/2026Sanctuary Advisors LLC5,173$240K0.0%N/A0.021%
1/29/2026Wealth Alliance Advisory Group LLC281,948$13.09M2.2%+7.6%1.141%
1/28/2026Geneos Wealth Management Inc.21,694$1.01M0.0%+6.7%0.088%
1/28/2026Fairway Wealth LLC743$34K0.0%N/A0.003%
1/27/20265T Wealth LLC9,004$418K0.2%-15.6%0.036%
1/27/2026Berger Financial Group Inc21,963$1.02M0.1%-10.8%0.089%
1/26/2026Private Trust Co. NA3,682$171K0.0%-47.4%0.015%
1/26/2026CWM LLC121,804$5.65M0.0%+9.7%0.495%
1/23/2026Farther Finance Advisors LLC640$30K0.0%-35.9%0.003%
1/23/2026Kelly Financial Group LLC68,097$3.17M0.5%-1.4%0.277%
1/23/2026Fonville Wealth Management LLC4,776$222K0.0%-11.2%0.019%
1/22/2026Triad Wealth Partners LLC58,205$2.70M0.3%+28.6%0.236%
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1/21/2026Apella Capital LLC368,751$17.12M0.3%+0.7%1.498%
1/21/2026Lockerman Financial Group Inc.23,238$1.08M2.1%-45.3%0.094%
1/20/2026Ascent Group LLC56,708$2.63M0.1%+6.1%0.230%
1/16/2026Perigon Wealth Management LLC8,296$385K0.0%-9.1%0.034%
1/16/2026Heck Capital Advisors LLC216,473$10.07M0.8%+13.0%0.879%
1/15/2026Cobblestone Asset Management LLC19,543$907K0.4%+5.4%0.079%
1/14/2026ORG Partners LLC27,137$1.26M0.2%+11.8%0.110%
1/14/2026ACT Advisors LLC.45,586$2.12M0.8%-1.1%0.185%
1/13/2026Sharkey Howes & Javer38,519$1.79M0.2%-45.5%0.156%
1/12/2026Arlington Financial Advisors LLC17,696$821K0.1%+27.4%0.072%


BBAG Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($213.24M), LPL Financial LLC ($98.23M), Clearwater Capital Advisors LLC ($55.46M), Janney Montgomery Scott LLC ($26.38M), Jane Street Group LLC ($19.17M), Cambridge Investment Research Advisors Inc. ($17.96M), and Iron Horse Wealth Management LLC ($15.72M).Learn more on JPMorgan BetaBuilders U.S. Aggregate Bond ETF's institutional investors.

Of the 100 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 ($10.39M), JPMorgan Chase & Co. ($1.76M), Envestnet Asset Management Inc. ($963.97K), LPL Financial LLC ($576.27K), Strategic Financial Concepts LLC ($468.03K), Apella Capital LLC ($329.12K), and Clearwater Capital Advisors LLC ($253.55K).

Institutional investors have bought a total of 1,723,593 shares in the last 24 months. This purchase volume represents approximately $79.93M in transactions.

Of the 49 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: LPL Financial LLC ($1.56M), Envestnet Asset Management Inc. ($668.59K), JPMorgan Chase & Co. ($334.38K), Cetera Investment Advisers ($209.16K), Apella Capital LLC ($150.83K), Park Avenue Securities LLC ($108.54K), and MML Investors Services LLC ($51.11K).

Institutional investors have sold a total of 3,330,897 shares in the last 24 months. This volume of shares sold represents approximately $154.01M in transactions.


Related Companies

Institutional ownership data for BATS:BBAG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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