Public ownership evidence

JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) Ownership Disclosures

Read BBAG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

JPMorgan BetaBuilders U.S. Aggregate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MLG Wealth Management DBA Pine Grove Financial Group
Report period
2025-12-31
Available
2026-08-26
Reported shares
58,473
Value (USD)
$2,714,317
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000782
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BBAG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BBAG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2658,473$2,714,317None
Transamerica Financial Advisors, LLC2026-06-302026-08-18239$10,982None
Tripletail Wealth Management, LLC2026-06-302026-08-152,083$197,698None
Perennial Investment Advisors, LLC2026-06-302026-08-156,664$306,268None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,210$331,300None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,706$2,238,022None
JANE STREET GROUP, LLC2026-06-302026-08-157,271$334,102None
HRT FINANCIAL LP2026-06-302026-08-155,922$272,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1533,892$1,557,337None
ROYAL BANK OF CANADA2026-06-302026-08-1574$3,000None
CITADEL ADVISORS LLC2026-06-302026-08-15110,943$5,097,831None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1522,633$1,039,986None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15892$40,994None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,003$873,178None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$5None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1565$2,987None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1578,493$3,606,753None
TWIN PEAKS WEALTH ADVISORS, LLC2026-06-302026-08-1411,775$541,061None
CreativeOne Wealth, LLC2026-06-302026-08-146,136$281,972None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,602$211,462None
UBS Group AG2026-06-302026-08-14385$17,691None
VANGUARD ADVISERS INC2026-06-302026-08-14146$6,709None
MORGAN STANLEY2026-06-302026-08-141$48None
MORGAN STANLEY2026-06-302026-08-14332,332$15,270,660None
FMR LLC2026-06-302026-08-14442$20,310None
Integrated Wealth Concepts LLC2026-06-302026-08-1314,160$650,653None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13360$16,542None
Cetera Investment Advisers2026-06-302026-08-13131,345$6,035,283None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13136$6,249None
BANK OF MONTREAL /CAN/2026-06-302026-08-13237$10,890None
StoneX Group Inc.2026-06-302026-08-137,957$365,834None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131$46None
US BANCORP \DE\2026-06-302026-08-132,185$100,401None
JPMORGAN CHASE & CO2026-06-302026-08-1366,934$3,086,996None
JPMORGAN CHASE & CO2026-06-302026-08-1336$1,660None
JPMORGAN CHASE & CO2026-06-302026-08-134,291,293$197,914,433None
JPMORGAN CHASE & CO2026-06-302026-08-135,814$268,142None
JPMORGAN CHASE & CO2026-06-302026-08-13505,059$23,293,327None
Tradition Wealth Management, LLC2026-06-302026-08-12450,990$20,722,969None
SHP Wealth Management2026-06-302026-08-120$3None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2026-06-302026-08-1267,768$3,113,948None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2026-03-312026-08-1266,500$3,069,649None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2025-12-312026-08-1268,660$3,187,182None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2025-09-302026-08-1258,679$2,738,549None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2025-06-302026-08-1256,884$2,626,334None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2025-03-312026-08-1259,694$2,752,490None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2024-12-312026-08-1249,126$2,219,513None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2024-09-302026-08-1244,260$2,094,383None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2024-06-302026-08-1242,231$1,917,710None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2024-03-312026-08-1226,954$1,236,380None

90-day public filing window, up to 50 source positions.

MLG Wealth Management DBA Pine Grove Financial Group ↗Transamerica Financial Advisors, LLC ↗Tripletail Wealth Management, LLC ↗Perennial Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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