Key Financial Inc
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1801720
WEST CHESTER, PA
Position in BBAG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,292
-$25 QoQ
Shares Held
93
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,292 | 93 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,317 | 93 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,340 | 93 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,293 | 93 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,288 | 93 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $4,400 | 93 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,223 | 93 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,265 | 93 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,327 | 93 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,113 | 93 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,294 | 93 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,366 | 93 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||