Who owns BBAG?
JPMorgan BetaBuilders U.S. Aggregate Bond ETF · JPMorgan
108 institutions reported holding BBAG, worth $517.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BBAG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $224.6M | 4,869,136 | +58,527 shares |
| Clearwater Capital Advisors, LLC | Hoffman Estates, IL | $59.3M | 1,290,839 | +89,298 shares |
| LPL Financial LLC | Fort Mill, SC | $34.2M | 744,331 | −1,459,382 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $28.3M | 615,885 | +44,339 shares |
| Tradition Wealth Management, LLC | Edina, MN | $20.7M | 450,990 | +44,614 shares |
| Morgan Stanley | New York, NY | $15.3M | 332,333 | +83,101 shares |
| Wealth Alliance Advisory Group, LLC | Wichita, KS | $15.0M | 326,085 | +3,786 shares |
| Apella Capital, LLC | West Hartford, CT | $14.7M | 322,153 | −22,666 shares |
| Heck Capital Advisors, LLC | Rhinelander, WI | $10.9M | 236,638 | +18,258 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.5M | 229,355 | −668,593 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BBAG?
108 institutional managers reported holding BBAG in Form 13F filings for June 30, 2026, worth $517.5M in total. The largest reported position was held by JPMorgan Chase & Co, at $224.6M.
Did institutions buy or sell BBAG last quarter?
Reported 13F value fell 16.5% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BBAG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.