BBAG

Jpmorgan Betabuilders US Agg

+$3.5M

Net Activity

Institutions Holding

111

Popularity Rank

#4234

Avg Weight

0.17%

Total Value

$625.8M

Ownership Trend

111 institutions currently hold BBAG, with 50 net buyers and 61 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

61

Net Buying Institutions

50

Key Holders

Key Holders

Top 5 by Value

JC
Jpmorgan Chase & Co
$221.4M
LF
LPL Financial LLC
$101.7M
CC
Clearwater Capital Advisors, LLC
$55.5M
EA
Envestnet Asset Management INC
$41.4M
JM
Janney Montgomery Scott LLC
$26.4M

Top 5 by Conviction

CC
Clearwater Capital Advisors, LLC
4.48%
WA
Wealth Alliance Advisory Group, LLC
2.36%
LF
Lockerman Financial Group, INC.
1.91%
TW
Tradition Wealth Management, LLC
1.33%
AA
ACT Advisors, LLC.
0.91%
View all 111 holding institutions

Quarterly Activity

Recent Activity

+$503.9M

Total Buy Value

$154.2M

Total Sell Value

New buy13
Trim47
Add37
Sold out14

50

Net Buyers

61

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN BETABUILDERS US AGG (BBAG)?
Major stakeholders currently include Jpmorgan Chase & Co ($221.4M), LPL Financial LLC ($101.7M), Clearwater Capital Advisors, LLC ($55.5M). Based on the latest 13F filings, there are a total of 111 tracked investment funds and institutions maintaining positions in BBAG.
What is the overall institutional sentiment toward BBAG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.5M, driven by 50 managers accumulating shares while 61 reduced their exposure.
Which institutions have been selling or reducing their BBAG positions?
In the latest period, 47 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $154.2M.
Are there any notable investors adding BBAG to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 37 existing holders added to their shares. The total reported buy value for the quarter amounted to $503.9M.

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