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

JPMorgan BetaBuilders U.S. Aggregate Bond ETF logo
$45.18 -0.09 (-0.20%)
As of 11:28 AM 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)
61
Total
Institutional Inflows
(last 12 months)
$79.36M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$126.71M
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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
7/10/2026 Heck Capital Advisors LLC236,638$10.87M0.6%+8.4%1.053%
7/8/2026 Apella Capital LLC322,153$14.67M0.2%-6.6%1.434%
7/7/2026 CGN 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%
5/19/2026 Ashton Thomas Securities LLC2,860$132K0.0%N/A0.012%
5/18/2026Royal Bank of Canada2,181$101K0.0%+2,847.3%0.009%
5/14/2026 Ascension Capital Advisors Inc.8,494$392K0.1%N/A0.035%
5/13/2026 Cetera Investment Advisers221,323$10.22M0.0%-1.5%0.911%
5/13/2026 Clearwater Capital Advisors LLC1,201,541$55.46M4.5%+8.5%4.945%
5/6/2026 Cornerstone Planning Group LLC633$29K0.0%N/A0.003%
5/5/2026 Geneos Wealth Management Inc.17,994$831K0.0%-17.1%0.074%
5/1/2026 Fifth Third Bancorp5,696$263K0.0%N/A0.023%
4/30/2026 Kestra Advisory Services LLC85,651$3.95M0.0%-7.4%0.341%
4/28/2026 Ascentis Independent Advisors29,824$1.38M0.1%N/A0.119%
4/28/2026 Berger Financial Group Inc17,334$800K0.0%-21.1%0.069%
4/28/2026 Cobblestone Asset Management LLC18,737$865K0.4%-4.1%0.075%
4/28/2026 WBH Advisory Inc.12,402$570K0.0%N/A0.049%
4/22/2026 Janney Montgomery Scott LLC571,546$26.38M0.1%-2.4%2.277%
4/21/2026 Independent Wealth Network Inc.38,566$1.78M0.5%N/A0.154%
4/20/2026 Apella Capital LLC344,819$15.98M0.2%-6.5%1.374%
4/16/2026 Triad Wealth Partners LLC57,554$2.66M0.2%-1.1%0.229%
2/18/2026 Mercer Global Advisors Inc. ADV7,485$347K0.0%-42.2%0.031%
2/17/2026 Cetera Investment Advisers224,794$10.44M0.0%-47.8%0.918%
2/17/2026 Kovack Advisors Inc.35,494$1.65M0.1%N/A0.145%
2/17/2026Osaic Holdings Inc.65,032$3.02M0.0%-23.2%0.265%
2/16/2026 MML Investors Services LLC43,700$2.03M0.0%-53.9%0.178%
2/16/2026Nicolet Advisory Services LLC4,841$225K0.0%-79.7%0.020%
2/13/2026CreativeOne Wealth LLC6,111$284K0.0%-7.4%0.025%
2/13/2026 Kestra Advisory Services LLC92,498$4.29M0.0%N/A0.378%
2/13/2026Transamerica Financial Advisors LLC3,757$175K0.0%-35.6%0.015%
2/13/2026 Integrated Wealth Concepts LLC9,702$450K0.0%-60.9%0.040%
2/13/2026Wells Fargo & Company MN2,250$104K0.0%-23.8%0.009%
2/12/2026 Elevation Wealth Management LLC10,717$499K0.5%N/A0.044%
2/12/2026Jane Street Group LLC412,908$19.17M0.0%N/A1.685%
2/12/2026 Commonwealth Equity Services LLC15,696$729K0.0%+11.1%0.064%
2/12/2026 StoneX Group Inc.5,717$267K0.0%N/A0.023%
2/12/2026Steward Partners Investment Advisory LLC4,161$193K0.0%+8.4%0.017%
2/12/2026 Founders Financial Alliance LLC3,576$166K0.0%N/A0.015%
2/12/2026 Great Valley Advisor Group Inc.31,406$1.46M0.0%+16.9%0.128%
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2/12/2026 Kovack Advisors Inc.35,494$1.65M0.1%N/A0.145%
2/11/2026 Janney Montgomery Scott LLC585,787$27.19M0.1%-0.8%2.391%
2/11/2026 LPL Financial LLC2,116,045$98.23M0.0%-42.5%8.637%
2/11/2026 JPMorgan Chase & Co.4,593,725$213.24M0.0%-6.8%18.750%
2/11/2026 Tradition Wealth Management LLC211,243$9.81M0.7%+5.7%0.862%
2/11/2026 J.W. Cole Advisors Inc.5,716$265K0.0%-33.9%0.023%
2/10/2026 Avestar 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%
2/9/2026 Cary Street Partners Investment Advisory LLC6,187$287K0.1%N/A0.025%
2/9/2026 Cary Street Partners Financial LLC1,146$53K0.0%N/A0.005%
2/9/2026 Clearwater Capital Advisors LLC1,107,784$51.42M4.3%+6.3%4.522%
2/9/2026 Strategic Financial Concepts LLC22,832$1.06M1.0%+234.9%0.093%
2/6/2026 Ignite Planners LLC6,680$311K0.0%+24.8%0.027%
2/6/2026 Global Retirement Partners LLC3,691$171K0.0%-55.0%0.015%
2/6/2026 IFP Advisors Inc4,254$197K0.0%-35.4%0.017%
2/6/2026 Northbridge Financial Group LLC13,904$645K0.3%N/A0.057%
2/6/2026Larson Financial Group LLC982$46K0.0%N/A0.004%
2/6/2026 HighTower Advisors LLC168,991$7.85M0.0%-2.9%0.690%
2/6/2026 Envestnet Portfolio Solutions Inc.10,552$490K0.0%-27.9%0.043%
2/5/2026 Stephens Inc. AR7,135$331K0.0%-8.3%0.029%
2/4/2026 Continuum Wealth Advisors LLC9,190$427K0.2%-3.5%0.038%
2/4/2026 Bailard Inc.55,719$2.59M0.1%+6.2%0.227%
2/4/2026 Bensler LLC4,902$228K0.0%-6.3%0.020%
2/3/2026 MGO One Seven LLC4,754$221K0.0%-14.7%0.019%
2/3/2026 Plan Group Financial LLC7,237$336K0.1%+51.2%0.030%
1/29/2026Sanctuary Advisors LLC5,173$240K0.0%N/A0.021%
1/29/2026 Wealth Alliance Advisory Group LLC281,948$13.09M2.2%+7.6%1.141%
1/28/2026 Geneos Wealth Management Inc.21,694$1.01M0.0%+6.7%0.088%
1/28/2026 Fairway Wealth LLC743$34K0.0%N/A0.003%
1/27/2026 5T Wealth LLC9,004$418K0.2%-15.6%0.036%
1/27/2026 Berger Financial Group Inc21,963$1.02M0.1%-10.8%0.089%
1/26/2026 Private Trust Co. NA3,682$171K0.0%-47.4%0.015%
1/26/2026CWM LLC121,804$5.65M0.0%+9.7%0.495%
1/23/2026 Farther Finance Advisors LLC640$30K0.0%-35.9%0.003%
1/23/2026 Kelly Financial Group LLC68,097$3.17M0.5%-1.4%0.277%
1/23/2026 Fonville Wealth Management LLC4,776$222K0.0%-11.2%0.019%
1/22/2026 Triad Wealth Partners LLC58,205$2.70M0.3%+28.6%0.236%
1/21/2026 Apella Capital LLC368,751$17.12M0.3%+0.7%1.498%
1/21/2026 Lockerman Financial Group Inc.23,238$1.08M2.1%-45.3%0.094%
1/20/2026 Ascent Group LLC56,708$2.63M0.1%+6.1%0.230%
1/16/2026 Perigon Wealth Management LLC8,296$385K0.0%-9.1%0.034%
1/16/2026 Heck Capital Advisors LLC216,473$10.07M0.8%+13.0%0.879%
1/15/2026 Cobblestone Asset Management LLC19,543$907K0.4%+5.4%0.079%
1/14/2026ORG Partners LLC27,137$1.26M0.2%+11.8%0.110%
1/14/2026 ACT Advisors LLC.45,586$2.12M0.8%-1.1%0.185%
1/13/2026 Sharkey Howes & Javer38,519$1.79M0.2%-45.5%0.156%
1/12/2026 Arlington Financial Advisors LLC17,696$821K0.1%+27.4%0.072%
1/8/2026 Legacy Private Trust Co.41,296$1.92M0.1%-3.5%0.165%
1/5/2026 Park Avenue Securities LLC114,275$5.31M0.0%-48.7%0.457%
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1/5/2026 CGN Advisors LLC65,245$3.03M0.2%-2.8%0.261%
12/2/2025 Allworth Financial LP2,164$101K0.0%-18.0%0.008%
12/2/2025 IFP Advisors Inc6,589$308K0.0%+21.5%0.024%
11/18/2025 Advisory Services Network LLC1,363$64K0.0%N/A0.005%
11/17/2025Susquehanna International Group LLP20,111$939K0.0%-21.2%0.074%
11/17/2025 Mercer Global Advisors Inc. ADV12,951$604K0.0%-21.4%0.047%
11/17/2025 Integrated Wealth Concepts LLC24,825$1.16M0.0%+27.1%0.091%
11/17/2025Bank of America Corp DE38,408$1.79M0.0%-8.2%0.141%
11/14/2025Raymond James Financial Inc.19,588$914K0.0%+52.5%0.072%
11/14/2025Nicolet Advisory Services LLC23,851$1.11M0.1%-7.0%0.087%


BBAG Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 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), Envestnet Asset Management Inc. ($76.62M), Clearwater Capital Advisors LLC ($55.46M), Janney Montgomery Scott LLC ($26.38M), Jane Street Group LLC ($19.17M), and Cambridge Investment Research Advisors Inc. ($17.96M).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 1,708,247 shares in the last 24 months. This purchase volume represents approximately $79.36M in transactions.

Of the 46 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), JPMorgan Chase & Co. ($334.38K), Cetera Investment Advisers ($209.16K), Sharkey Howes & Javer ($151.11K), Park Avenue Securities LLC ($108.54K), CGN Advisors LLC ($63.82K), and MML Investors Services LLC ($51.11K).

Institutional investors have sold a total of 2,729,064 shares in the last 24 months. This volume of shares sold represents approximately $126.71M in transactions.


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Institutional ownership data for NYSEARCA:BBAG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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