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Blue Oak Capital’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Blue Oak Capital’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
2025
Q2 		$1.24M Buy
27,231
+3,815
+16% +$171K 0.65% 31
2025
Q1 		$1.06M Buy
23,416
+2,179
+10% +$98.2K 0.59% 32
2024
Q4 		$954K Buy
+21,237
New +$970K 0.58% 28

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return

Blue Oak Capital's BBCB Position: Q2 2025 in Review

Blue Oak Capital increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 16% in Q2 2025, buying an estimated $171K and bringing the position to 27,231 shares worth $1.24M. The position accounts for 0.65% of the portfolio, ranked #31.

Blue Oak Capital first reported a position in BBCB in Q4 2024 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BBCB as of Q2 2025.

  • Blue Oak Capital held 27,231 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $1.24M as of Q2 2025.
  • Blue Oak Capital bought 3,815 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $171K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.65% of Blue Oak Capital's portfolio in Q2 2025, its #31 holding.
  • Blue Oak Capital first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.