Bank of Montreal
BBCB icon

Bank of Montreal’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Bank of Montreal’s Portfolio BBCB Stock Details BBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,673
Closed -$595K – 3529
2024
Q3 		$595K Buy
+12,673
New +$584K ﹤0.01% 2301

Other funds holding BBCB

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Bank of Montreal's BBCB Position: Q4 2024 in Review

Bank of Montreal sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q4 2024, closing a stake of 12,673 shares — an estimated $595K sold.

Bank of Montreal first reported a position in BBCB in Q3 2024 and held it in 1 quarter. The position peaked at $595K in Q3 2024. 24 funds tracked by Wall St. Rank hold BBCB as of Q4 2024.

  • Bank of Montreal reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,673 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $595K.
  • Bank of Montreal first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $595K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.