BBAG

Jpmorgan Betabuilders Us Agg

Latest period2026 - Q1Total superinvestors112

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 112 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

SuperinvestorPortfolio %Reported Value
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 4.73%
0.02%
$221.384M
4.811M shares@ 46.03 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 4.15%
0.03%
$101.723M
2.204M shares@ 46.16 avg price
Jeffrey DeHaan@Clearwater Capital Advisors, Llc
Recent Activity
Increased 8.47%
4.48%
$55.463M
1.202M shares@ 46.17 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 5.56%
0.02%
$41.449M
897,948 shares@ 46.16 avg price
Erin E. Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -2.43%
0.07%
$26.383M
571,546 shares@ 46.17 avg price
Mark Walsingham@Tradition Wealth Management, Llc
Recent Activity
Increased 92.38%
1.34%
$18.758M
406,376 shares@ 46.17 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Decreased -6.49%
0.24%
$15.979M
344,819 shares@ 46.34 avg price
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Increased 14.32%
2.36%
$14.877M
322,299 shares@ 46.16 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Decreased -0.93%
0.04%
$13.437M
291,089 shares@ 46.17 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 9.75%
0.01%
$11.505M
249,232 shares@ 46.17 avg price

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