BBAG

Jpmorgan Betabuilders Us Agg

Latest period2024 - Q4Total superinvestors13

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -34.82%
0.06%
$19.87M
439,804 shares@ 45.18 avg price
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Increased 0.86%
2.74%
$12.946M
286,532 shares@ 45.18 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 20.04%
1.18%
$7.502M
166,037 shares@ 45.18 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -10.99%
0.67%
$6.814M
150,829 shares@ 45.18 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 4.86%
0.05%
$4.096M
90,659 shares@ 45.19 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 19.34%
0.23%
$3.377M
74,751 shares@ 45.18 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -21.86%
0.1%
$2.403M
53,178 shares@ 45.19 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Decreased -9.51%
1.08%
$2.003M
44,338 shares@ 45.19 avg price
Lisa L Lockerman@Lockerman Financial Group, Inc.
Recent Activity
Decreased -0.64%
1.72%
$1.008M
22,318 shares@ 45.19 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -1.02%
0.03%
$467,026
10,337 shares@ 45.19 avg price