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

JPMorgan BetaBuilders U.S. Aggregate Bond ETF logo
$45.84 +0.08 (+0.17%)
As of 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)
74
Total
Institutional Inflows
(last 12 months)
$619.96M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$811.63M
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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
5/5/2026Geneos 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%
2/18/2026Mercer 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%
2/16/2026 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%
2/13/2026Integrated 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 J.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%
2/9/2026 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%
2/9/2026Clearwater 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%
2/6/2026 Ignite Planners LLC6,680$311K0.0%+24.8%0.027%
2/6/2026Global 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%
2/6/2026HighTower 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%
2/4/2026Continuum Wealth Advisors LLC9,190$427K0.2%-3.5%0.038%
2/4/2026Bailard Inc.55,719$2.59M0.1%+6.2%0.227%
2/4/2026 Bensler LLC4,902$228K0.0%-6.3%0.020%
2/3/2026MGO 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%
1/28/2026Geneos 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%
1/20/2026Ascent 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%
1/5/2026 CGN Advisors LLC65,245$3.03M0.2%-2.8%0.261%
12/2/2025Allworth Financial LP2,164$101K0.0%-18.0%0.008%
12/2/2025 IFP Advisors Inc6,589$308K0.0%+21.5%0.024%
11/18/2025Advisory Services Network LLC1,363$64K0.0%N/A0.005%
11/17/2025Susquehanna International Group LLP20,111$939K0.0%-21.2%0.074%
11/17/2025Mercer Global Advisors Inc. ADV12,951$604K0.0%-21.4%0.047%
11/17/2025Integrated 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%
11/13/2025CreativeOne Wealth LLC6,598$308K0.0%-39.2%0.024%
11/10/2025GGM Financials LLC1,307$61K0.0%N/A0.005%
11/7/2025JPMorgan Chase & Co.4,928,102$230.00M0.0%+2.0%18.038%
11/7/2025HighTower Advisors LLC173,996$8.12M0.0%-2.4%0.637%
11/5/2025 J.W. Cole Advisors Inc.8,652$404K0.0%+11.6%0.032%
11/5/2025 Envestnet Asset Management Inc.1,641,731$76.62M0.0%+2.8%6.009%
10/30/2025 Envestnet Portfolio Solutions Inc.14,632$683K0.0%+32.0%0.054%
10/30/2025Twin Peaks Wealth Advisors LLC12,799$597K0.2%+12.1%0.047%
10/30/2025 Triad Wealth Partners LLC45,250$2.11M0.3%-5.5%0.166%
10/30/2025Bailard Inc.52,453$2.45M0.1%+11.7%0.192%
10/28/2025 Fonville Wealth Management LLC5,379$251K0.1%-7.5%0.020%


BBAG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBAG shares?

During the previous two years, 115 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 ($51.42M), 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.

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

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 ($10.44M), JPMorgan Chase & Co. ($1.76M), Envestnet Asset Management Inc. ($963.97K), Strategic Financial Concepts LLC ($771.22K), LPL Financial LLC ($576.27K), OLD Mission Capital LLC ($347.07K), and Cetera Investment Advisers ($345.00K).

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

Institutional investors have bought a total of 13,430,712 shares in the last 24 months. This purchase volume represents approximately $619.96M in transactions.

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

Of the 55 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. ($9.60M), Jane Street Group LLC ($4.91M), LPL Financial LLC ($1.56M), Berger Financial Group Inc ($469.60K), Sharkey Howes & Javer ($220.02K), Cetera Investment Advisers ($205.69K), and Park Avenue Securities LLC ($108.54K).

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

Institutional investors have sold a total of 17,575,343 shares in the last 24 months. This volume of shares sold represents approximately $811.63M in transactions.



This page (NYSEARCA:BBAG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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