Lockerman Financial Group Inc. Has $1.08 Million Stake in JPMorgan BetaBuilders U.S. Aggregate Bond ETF $BBAG

Posted by Paula Ricardo on Apr 6th, 2026

Lockerman Financial Group Inc. lowered its position in shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF (NYSEARCA:BBAG – Free Report) by 45.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,238 shares of the company’s stock after selling 19,261 shares during the period. JPMorgan BetaBuilders U.S. Aggregate Bond ETF accounts for approximately 2.1% of Lockerman Financial Group Inc.’s investment portfolio, making the stock its 11th biggest holding. Lockerman Financial Group Inc.’s holdings in JPMorgan BetaBuilders U.S. Aggregate Bond ETF were worth $1,079,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Apella Capital LLC boosted its stake in JPMorgan BetaBuilders U.S. Aggregate Bond ETF by 245.7% in the 3rd quarter. Apella Capital LLC now owns 366,095 shares of the company’s stock valued at $17,192,000 after purchasing an additional 260,186 shares during the period. JPMorgan Chase & Co. increased its position in JPMorgan BetaBuilders U.S. Aggregate Bond ETF by 2.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 4,928,102 shares of the company’s stock worth $229,995,000 after buying an additional 97,648 shares during the period. MML Investors Services LLC increased its position in JPMorgan BetaBuilders U.S. Aggregate Bond ETF by 94.5% during the 2nd quarter. MML Investors Services LLC now owns 95,877 shares of the company’s stock worth $4,427,000 after buying an additional 46,583 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF by 2.8% during the third quarter. Envestnet Asset Management Inc. now owns 1,641,731 shares of the company’s stock worth $76,620,000 after buying an additional 43,992 shares in the last quarter. Finally, Ascent Group LLC lifted its holdings in shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF by 298.9% during the third quarter. Ascent Group LLC now owns 53,450 shares of the company’s stock worth $2,495,000 after buying an additional 40,051 shares in the last quarter.

JPMorgan BetaBuilders U.S. Aggregate Bond ETF Stock Performance

BBAG stock opened at $46.09 on Monday. JPMorgan BetaBuilders U.S. Aggregate Bond ETF has a 52 week low of $44.31 and a 52 week high of $47.18. The company’s 50-day simple moving average is $46.45 and its 200 day simple moving average is $46.56.

JPMorgan BetaBuilders U.S. Aggregate Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were given a $0.1571 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date was Monday, March 2nd.

About JPMorgan BetaBuilders U.S. Aggregate Bond ETF

(Free Report)

The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a market-cap weighted index to provide exposure to investment grade, USD-denominated debt securities from government and corporate issuers. The fund may invest in securities of any maturity. BBAG was launched on Dec 12, 2018 and is managed by JPMorgan Chase.