Ascent Group, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1913231
VIRGINIA BEACH, VA
Position in BBAG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,491,775
-$417,228 QoQ
Shares Held
54,228
-14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#14
of 57 holders
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,491,775 | 54,228 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,909,003 | 63,020 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,632,385 | 56,708 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $2,494,510 | 53,450 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $618,631 | 13,399 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $531,463 | 11,526 | Shares | Other | 2025-05-16 | |
| 2024-09-30 | $856,018 | 18,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $717,705 | 15,805 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $625,666 | 13,640 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $583,765 | 12,546 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,610 | 8,967 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $240,043 | 5,198 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||