
JPMorgan BetaBuilders U.S. Aggregate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 97 institutional investors hold shares in this ETF, with total holdings valued at $752.8M. JPMORGAN CHASE & CO is the largest holder with a position valued at $230.0M.
Overview of institutional ownership in BBAG as of Q3 2025
Institutions with the largest positions in BBAG as of Q3 2025
| Institution | Position Value |
|---|---|
JPMORGAN CHASE & CO Institution | $230.0M 0.01% of portfolio |
L LPL Financial LLC Institution | $171.7M 0.05% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $76.6M 0.02% of portfolio |
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $48.6M 4.14% of portfolio |
$31.7M 0.09% of portfolio | |
Janney Montgomery Scott LLC RIA/Wealth | $27.6M 0.07% of portfolio |
Cetera Investment Advisers RIA/Wealth | $20.1M 0.02% of portfolio |
A Apella Capital, LLC Institution | $17.2M 0.38% of portfolio |
MORGAN STANLEY RIA/Wealth | $14.5M 0.00% of portfolio |
Wealth Alliance Advisory Group, LLC RIA/Wealth | $12.2M 2.21% of portfolio |
Institutional buying and selling activity for BBAG in Q3 2025
| Institution | Net Bought |
|---|---|
A Apella Capital, LLC Institution | +$12.2M +260.2K shares |
Tradition Wealth Management, LLC RIA/Wealth | +$8.2M +175.4K shares |
JPMORGAN CHASE & CO Institution | +$4.6M +97.6K shares |
GOLDMAN SACHS GROUP INC Institution | +$3.3M +70.4K shares |
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$3.2M +69.5K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$2.7M +56.8K shares |
Cetera Investment Advisers RIA/Wealth | +$2.4M +52.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.1M +44.0K shares |
A Ascent Group, LLC Institution | +$1.9M +40.1K shares |
CWM, LLC RIA/Wealth | +$1.1M +23.2K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$9.1M −196.1K shares |
Sharkey, Howes & Javer RIA/Wealth | −$5.5M −118.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$4.9M −107.1K shares |
Garrett Investment Advisors LLC RIA/Wealth | −$2.6M −55.2K shares |
L LPL Financial LLC Institution | −$2.6M −55.0K shares |
F FLOW TRADERS U.S. LLC Institution | −$1.2M −25.7K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.2M −25.0K shares |
RMR Wealth Builders RIA/Wealth | −$970.4K −21.0K shares |
H HRT FINANCIAL LLC Institution | −$575.2K −12.5K shares |
G GTS SECURITIES LLC Institution | −$320.2K −6.9K shares |
Institutions that initiated new positions or completely exited BBAG in Q3 2025
| Institution | Position Value |
|---|---|
A Arlington Financial Advisors, LLC Institution | $648.5K 13.9K shares |
$550.0K 11.8K shares | |
Miracle Mile Advisors, LLC RIA/Wealth | $360.7K 7.7K shares |
Transamerica Financial Advisors, Inc. Institution | $272.4K 5.8K shares |
We Are One Seven, LLC RIA/Wealth | $260.2K 5.6K shares |
Plan Group Financial, LLC RIA/Wealth | $223.4K 4.8K shares |
GGM Financials LLC RIA/Wealth | $61.0K 1.3K shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $9.1M 196.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $4.9M 107.1K shares |
F FLOW TRADERS U.S. LLC Institution | $1.2M 25.7K shares |
O OLD MISSION CAPITAL LLC Institution | $1.2M 25.0K shares |
RMR Wealth Builders RIA/Wealth | $970.4K 21.0K shares |
H HRT FINANCIAL LLC Institution | $575.2K 12.5K shares |
G GTS SECURITIES LLC Institution | $320.2K 6.9K shares |
$303.0K 6.6K shares | |
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | $211.7K 4.6K shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | $17.3K 374.0 shares |
Institutions with the largest Call and Put options positions in BBAG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BBAG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 4.14% $48.6M |
LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth | 2.53% $2.0M |
Wealth Alliance Advisory Group, LLC RIA/Wealth | 2.21% $12.2M |
ACT Advisors, LLC. RIA/Wealth | 0.87% $2.2M |
KELLY FINANCIAL GROUP LLC RIA/Wealth | 0.86% $3.2M |
H Heck Capital Advisors, LLC RIA/Wealth | 0.71% $8.9M |
Tradition Wealth Management, LLC RIA/Wealth | 0.70% $9.3M |
Sharkey, Howes & Javer RIA/Wealth | 0.44% $3.3M |
M MN Wealth Advisors, LLC RIA/Wealth | 0.41% $715.3K |
Cobblestone Asset Management LLC RIA/Wealth | 0.41% $865.7K |
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