JPMORGAN BETABUILDERS US AGG (BBAG) Institutional Ownership Changes & 13F Activity

JPMORGAN BETABUILDERS US AGG (BBAG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Lpl Financial Llc, Cetera Investment Advisers, Clearwater Capital Advisors, Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-2,740-16.9%13,509$620.74KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+74,159+201.6%110,943$5.10MQ2 2026Sep 02, 2026
Transamerica Financial Advisors, LlcSell-17-6.6%239$10.98KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-64,594-89.9%7,271$334.10KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+28,702+553.0%33,892$1.56MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+22,63322,633$1.04MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,9225,922$272.00KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,812-19.5%19,895$914.17KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+4,540+6.1%78,493$3.61MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,107-96.6%74$3.00KQ2 2026Aug 14, 2026
Tripletail Wealth Management, LlcBuy+2,0832,083$197.70KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+378+0.7%55,916$2.57MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+46+0.7%6,664$306.27KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+43+195.5%65$2.99KQ2 2026Aug 14, 2026
Morgan StanleyBuy+83,101+33.3%332,333$15.27MQ2 2026Aug 13, 2026
Twin Peaks Wealth Advisors, LlcBuy+119+1.0%11,775$541.06KQ2 2026Aug 13, 2026
Fmr LlcSell-100-18.5%442$20.31KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+5+0.1%6,136$281.97KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+4,869,1364,869,136$224.56MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-89,978-40.7%131,345$6.04MQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+2+0.0%7,957$365.83KQ2 2026Aug 12, 2026
Tradition Wealth Management, LlcBuy+44,614+11.0%450,990$20.72MQ2 2026Aug 11, 2026
Allworth Financial LpSell-985-47.4%1,091$50.13KQ2 2026Aug 11, 2026
Triad Wealth Partners, LlcSell-8,023-13.9%49,531$2.23MQ2 2026Aug 10, 2026
National Bank Of CanadaSell-7,358-43.1%9,713$449.32KQ2 2026Aug 10, 2026
Great Valley Advisor Group, Inc.Buy+3,804+9.2%45,166$2.08MQ2 2026Aug 10, 2026
Lpl Financial LlcSell-1,459,382-66.2%744,331$34.20MQ2 2026Aug 07, 2026
Mml Investors Services, LlcSell-23,958-74.9%8,027$368.85KQ2 2026Aug 07, 2026
Clearwater Capital Advisors, LlcBuy+89,298+7.4%1,290,839$59.31MQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Sell-17,457-97.0%537$24.68KQ2 2026Aug 06, 2026
Showing 30 of 104

Frequently asked questions about BBAG activity

  • Which institutional owners are buying BBAG?

    Institutional owners buying BBAG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BBAG activity?

    "Buy" means an investor increased their reported position in BBAG compared to the prior reporting period. This reflects growing exposure to JPMORGAN BETABUILDERS US AGG (BBAG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BBAG increasing?

    Institutional interest in BBAG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.