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

$44.56
+0.16 (+0.36%)
(As of 02:30 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$197.44M
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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
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%
4/27/2024 Fonville Wealth Management LLC6,139$282K0.1%N/A0.017%
4/25/2024 Cambridge Investment Research Advisors Inc.245,148$11.25M0.0%-21.7%0.685%
4/24/2024 CENTRAL TRUST Co3,869$177K0.0%-37.0%0.011%
4/23/2024 Global Retirement Partners LLC4,859$223K0.0%+30.1%0.014%
4/23/2024 Sutton Place Investors LLC8,752$401K0.2%+6.7%0.024%
4/22/2024 Strategic Financial Concepts LLC22,312$1.02M0.2%N/A0.062%
4/19/2024 Valley National Advisers Inc.4,017$184K0.0%-15.6%0.011%
4/18/2024 Sharkey Howes & Javer244,383$11.21M1.8%+61.1%0.683%
4/18/2024 Cobblestone Asset Management LLC7,980$366K0.2%+68.2%0.022%
4/17/2024 Iron Horse Wealth Management LLC440,809$20.22M8.0%+13.4%1.232%
4/17/2024 Hennion & Walsh Asset Management Inc.12,473$572K0.0%+17.5%0.027%
4/16/2024 Lockerman Financial Group Inc.22,702$1.04M2.0%-19.2%0.050%
4/12/2024 CGN Advisors LLC364,921$16.74M2.1%+38.4%0.796%
4/11/2024 Cooper Financial Group17,622$808K0.1%-69.5%0.038%
4/10/2024 Park Avenue Securities LLC102,136$4.69M0.1%-17.7%0.223%
4/10/2024 Apella Capital LLC80,710$3.66M0.2%-23.8%0.176%
4/10/2024 Legacy Private Trust Co.79,711$3.66M0.3%-5.0%0.174%
3/5/2024True Vision MN LLC15,472$722K0.6%N/A0.034%
2/12/2024Steward Partners Investment Advisory LLC90,624$4.22M0.1%-0.8%0.198%
2/9/2024 Cambridge Investment Research Advisors Inc.313,181$14.57M0.1%-30.8%0.683%
2/9/2024CreativeOne Wealth LLC29,466$1.37M0.1%-15.1%0.064%
2/9/2024Gladstone Institutional Advisory LLC12,192$567K0.0%-28.5%0.027%
2/8/2024Janney Montgomery Scott LLC254,596$11.85M0.0%+57.6%0.555%
2/7/2024Envestnet Portfolio Solutions Inc.13,967$650K0.0%+84.1%0.030%
2/7/2024 Berger Financial Group Inc986,273$45.89M4.8%-0.2%2.151%
2/7/2024Concourse Financial Group Securities Inc.12,966$605K0.0%-23.7%0.028%
2/7/2024Clearwater Capital Advisors LLC764,147$35.56M4.0%-28.1%1.667%
2/6/2024Private Advisor Group LLC6,856$319K0.0%+9.3%0.015%
2/5/2024Transcend Capital Advisors LLC10,294$479K0.0%+13.8%0.022%
2/2/2024 Kovack Advisors Inc.29,084$1.35M0.2%+135.4%0.063%
2/2/2024Bailard Inc.41,614$1.94M0.1%+2.8%0.091%
1/31/2024Continuum Wealth Advisors LLC9,277$432K0.3%+5.6%0.020%
1/31/2024 Alpha Omega Wealth Management LLC12,962$603K0.1%-2.6%0.028%
1/30/2024 ACT Advisors LLC.53,629$2.50M1.4%-10.1%0.117%
1/29/2024 Sutton Place Investors LLC8,200$382K0.3%-2.7%0.018%
1/25/2024 Valley National Advisers Inc.4,759$221K0.0%+17.0%0.010%
1/24/2024 CENTRAL TRUST Co6,140$286K0.0%-30.1%0.013%
1/24/2024 Allworth Financial LP4,675$218K0.0%-30.8%0.010%
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1/24/2024 Private Trust Co. NA5,050$235K0.0%-26.6%0.011%
1/23/2024Richard W. Paul & Associates LLC58,235$2.71M1.1%-1.7%0.127%
1/23/2024Beacon Financial Advisory LLC5,153$240K0.1%-28.1%0.011%
1/22/2024 Iron Horse Wealth Management LLC388,880$18.10M7.9%+3.1%0.848%
1/22/2024 Cobblestone Asset Management LLC4,744$221K0.2%N/A0.010%
1/22/2024Bensler LLC277,693$12.92M2.1%+10.2%0.606%
1/19/2024 Fifth Third Bancorp2,908$135K0.0%N/A0.006%
1/19/2024 Sharkey Howes & Javer151,727$7.06M1.2%-5.2%0.331%
1/18/2024 Global Retirement Partners LLC3,734$172K0.0%+89.5%0.008%
1/18/2024 Lockerman Financial Group Inc.28,082$1.31M3.0%-25.1%0.061%
1/17/2024 Twin Peaks Wealth Advisors LLC7,067$329K0.2%N/A0.015%
1/16/2024 Raymond James & Associates42,333$1.97M0.0%-47.8%0.092%
1/16/2024 Cooper Financial Group57,868$2.69M0.5%-4.6%0.126%
1/11/2024 Wealth Alliance Advisory Group LLC247,864$11.53M3.0%+5.7%0.541%
1/5/2024 Apella Capital LLC105,871$4.89M0.3%-11.1%0.231%
1/5/2024 CGN Advisors LLC263,737$12.27M1.7%+8.7%0.575%
11/15/2023Mercer Global Advisors Inc. ADV53,973$2.39M0.0%-36.5%0.118%
11/15/2023JPMorgan Chase & Co.21,859,394$966.85M0.1%-14.2%47.676%
11/14/2023 Valley National Advisers Inc.4,067$180K0.0%N/A0.009%
11/13/2023LPL Financial LLC2,552,384$112.89M0.1%N/A5.567%
11/13/2023Envestnet Portfolio Solutions Inc.7,586$336K0.0%N/A0.017%
11/13/2023Envestnet Asset Management Inc.1,136,103$50.25M0.0%N/A2.478%
11/8/2023HighTower Advisors LLC383,758$16.98M0.0%+23.1%0.837%
11/8/2023Janney Montgomery Scott LLC161,591$7.15M0.0%N/A0.352%
11/7/2023Atria Investments Inc54,528$2.41M0.0%N/A0.119%
11/7/2023Nicolet Advisory Services LLC81,682$3.57M0.4%-20.1%0.178%
11/3/2023 Berger Financial Group Inc988,485$43.72M5.0%+2.9%2.156%
11/3/2023Private Advisor Group LLC6,270$277K0.0%-64.7%0.014%
11/2/2023Shelter Mutual Insurance Co10,400$460K0.1%N/A0.023%
11/1/2023Verus Capital Partners LLC10,922$483K0.1%N/A0.024%
10/31/2023 Allworth Financial LP6,751$299K0.0%N/A0.015%
10/31/2023 Sharkey Howes & Javer160,109$7.08M1.4%N/A0.349%
10/27/2023 Hennion & Walsh Asset Management Inc.11,519$509K0.0%-4.7%0.025%
10/26/2023 CENTRAL TRUST Co8,786$389K0.0%N/A0.019%
10/26/2023 Park Avenue Securities LLC174,942$7.74M0.1%N/A0.382%
10/25/2023Beacon Financial Advisory LLC7,168$317K0.2%N/A0.016%
10/25/2023Bensler LLC252,005$11.15M2.2%N/A0.550%
10/25/2023Continuum Wealth Advisors LLC8,786$389K0.3%N/A0.019%
10/25/2023 Sutton Place Investors LLC8,427$373K0.5%N/A0.018%
10/24/2023Bailard Inc.40,472$1.79M0.1%N/A0.088%
10/24/2023Clearwater Capital Advisors LLC1,062,877$47.01M5.7%+108.6%2.318%
10/24/2023 Raymond James & Associates81,147$3.59M0.0%N/A0.177%
10/24/2023 Cambridge Investment Research Advisors Inc.452,676$20.02M0.1%N/A0.987%
10/23/2023Commonwealth Equity Services LLC5,583$247K0.0%N/A0.012%
10/20/2023Lodestone Wealth Management LLC4,850$215K0.1%N/A0.011%
10/20/2023 Lockerman Financial Group Inc.37,489$1.66M4.5%N/A0.082%
10/20/2023 ACT Advisors LLC.59,638$2.64M1.6%N/A0.130%
10/18/2023 Iron Horse Wealth Management LLC377,214$16.68M8.2%N/A0.823%
10/18/2023 Private Trust Co. NA6,877$304K0.0%N/A0.015%
10/17/2023CreativeOne Wealth LLC34,720$1.54M0.1%-33.4%0.076%
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10/13/2023 Cooper Financial Group60,643$2.68M0.6%N/A0.132%
10/13/2023 CRA Financial Services LLC4,900$217K0.1%N/A0.011%
10/13/2023 CGN Advisors LLC242,679$10.73M1.4%N/A0.529%
10/13/2023 Global Retirement Partners LLC1,970$86K0.0%N/A0.004%
10/12/2023Richard W. Paul & Associates LLC59,238$2.62M1.2%N/A0.129%
10/11/2023 Legacy Private Trust Co.109,839$4.86M0.4%N/A0.240%
10/11/2023AE Wealth Management LLC59,628$2.64M0.0%N/A0.130%
10/11/2023 Alpha Omega Wealth Management LLC13,302$588K0.1%N/A0.029%
10/10/2023Acorn Financial Advisory Services Inc. ADV6,188$274K0.0%N/A0.013%
10/10/2023 Wealth Alliance Advisory Group LLC234,498$10.37M3.1%N/A0.511%
(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, 63 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($966.85M), LPL Financial LLC ($112.89M), Symmetry Partners LLC ($66.72M), Envestnet Asset Management Inc. ($50.25M), Berger Financial Group Inc ($45.89M), Clearwater Capital Advisors LLC ($35.56M), and Iron Horse Wealth Management LLC ($20.22M).Learn more on BBAG's institutional investors.

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

Of the 57 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. ($25.49M), 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 ($553.29K).

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

Institutional investors have bought a total of 36,391,262 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

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

Of the 29 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), Clearwater Capital Advisors LLC ($298.73K), Cambridge Investment Research Advisors Inc. ($207.53K), Cooper Financial Group ($43.02K), Raymond James & Associates ($38.81K), Apella Capital LLC ($38.42K), and Mercer Global Advisors Inc. ADV ($30.96K).

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

Institutional investors have sold a total of 4,431,402 shares in the last 24 months. This volume of shares sold represents approximately $197.55M in transactions.


This page (NYSEARCA:BBAG) was last updated on 5/1/2024 by MarketBeat.com Staff

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