ENVESTNET ASSET MANAGEMENT INC

Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF

CIK 1407543 Berwyn, PA

Position in BBAG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$41,449,279

+$1,961,178 QoQ

Shares Held

897,948

+5.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,449,279	897,948	+5.6%	Shares	Sole	2026-05-04
2025-12-31	$39,488,101	850,670	-48.2%	Shares	Sole	2026-02-10
2025-09-30	$76,619,585	1,641,731	+2.8%	Shares	Sole	2025-11-05
2025-06-30	$73,767,609	1,597,739	+100.8%	Shares	Sole	2025-08-01
2025-03-31	$36,697,335	795,865	+11.3%	Shares	Sole	2025-04-29
2024-09-30	$33,834,746	715,020	+4.2%	Shares	Sole	2024-11-07
2024-06-30	$31,171,467	686,445	-1.4%	Shares	Sole	2024-08-08
2024-03-31	$31,945,565	696,437	-14.0%	Shares	Sole	2024-05-13
2023-12-31	$37,674,596	809,684	-28.7%	Shares	Sole	2024-02-13
2023-09-30	$50,249,835	1,136,103	+84.7%	Shares	Sole	2023-11-13
2023-06-30	$28,398,160	614,945	-2.6%	Shares	Sole	2023-08-04
2023-03-31	$29,651,037	631,545	-1.7%	Shares	Sole	2023-05-11
2022-12-31	$29,413,984	642,367	-2.9%	Shares	Sole	2023-02-07
2022-09-30	$30,087,603	661,266	-4.3%	Shares	Sole	2022-11-10
2022-06-30	$33,159,022	691,245	-4.9%	Shares	Sole	2022-08-03
2022-03-31	$36,722,537	727,035	-6.1%	Shares	Sole	2022-05-04
2021-12-31	$41,751,095	774,172	-3.8%	Shares	Sole	2022-02-04
2021-09-30	$43,678,620	804,765	+526.4%	Shares	Sole	2021-10-07
2021-06-30	$6,996,639	128,473	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.