Jpmorgan Betabuilders Us Agg
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Jpmorgan Betabuilders Us Agg (BBAG), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpmorgan Betabuilders Us Agg (BBAG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Jpmorgan Betabuilders Us Agg (BBAG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Jpmorgan Betabuilders Us Agg (BBAG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
| 2.74% | $12.946M 286,532 shares@ 45.18 avg price | Increased 0.86% |
Jeff Weglarz@Goldstone Financial Group, Llc
| 1.18% | $7.502M 166,037 shares@ 45.18 avg price | Increased 20.04% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.05% | $4.096M 90,659 shares@ 45.19 avg price | Increased 4.86% |
Michael B. Mahlik@Legacy Private Trust Co.
| 0.23% | $3.377M 74,751 shares@ 45.18 avg price | Increased 19.34% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $368,071 7,779 shares@ 47.32 avg price | Increased 5.8% |