GREAT VALLEY ADVISOR GROUP, INC.
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1769897
WILMINGTON, DE
Position in BBAG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,909,269
+$451,403 QoQ
Shares Held
41,362
+31.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,909,269 | 41,362 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,457,866 | 31,406 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,254,302 | 26,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $981,805 | 21,265 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||