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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -2,740 | -16.9% | 13,509 | $620.74K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +74,159 | +201.6% | 110,943 | $5.10M | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -17 | -6.6% | 239 | $10.98K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -64,594 | -89.9% | 7,271 | $334.10K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +28,702 | +553.0% | 33,892 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +22,633 | — | 22,633 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +5,922 | — | 5,922 | $272.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -4,812 | -19.5% | 19,895 | $914.17K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +4,540 | +6.1% | 78,493 | $3.61M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,107 | -96.6% | 74 | $3.00K | Q2 2026 | Aug 14, 2026 |
| Tripletail Wealth Management, Llc | Buy | +2,083 | — | 2,083 | $197.70K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +378 | +0.7% | 55,916 | $2.57M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +46 | +0.7% | 6,664 | $306.27K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +43 | +195.5% | 65 | $2.99K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +83,101 | +33.3% | 332,333 | $15.27M | Q2 2026 | Aug 13, 2026 |
| Twin Peaks Wealth Advisors, Llc | Buy | +119 | +1.0% | 11,775 | $541.06K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -100 | -18.5% | 442 | $20.31K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +5 | +0.1% | 6,136 | $281.97K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +4,869,136 | — | 4,869,136 | $224.56M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -89,978 | -40.7% | 131,345 | $6.04M | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +2 | +0.0% | 7,957 | $365.83K | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Buy | +44,614 | +11.0% | 450,990 | $20.72M | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Sell | -985 | -47.4% | 1,091 | $50.13K | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, Llc | Sell | -8,023 | -13.9% | 49,531 | $2.23M | Q2 2026 | Aug 10, 2026 |
| National Bank Of Canada | Sell | -7,358 | -43.1% | 9,713 | $449.32K | Q2 2026 | Aug 10, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +3,804 | +9.2% | 45,166 | $2.08M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -1,459,382 | -66.2% | 744,331 | $34.20M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -23,958 | -74.9% | 8,027 | $368.85K | Q2 2026 | Aug 07, 2026 |
| Clearwater Capital Advisors, Llc | Buy | +89,298 | +7.4% | 1,290,839 | $59.31M | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Sell | -17,457 | -97.0% | 537 | $24.68K | Q2 2026 | Aug 06, 2026 |
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.