Capital Analysts LLC’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Capital Analysts LLC’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
2026 Q2	$12K	Buy	266 +241	+964%	+$10.9K	﹤0.01%	1249
2026 Q1	$1K	Hold	25	–	–	﹤0.01%	1486
2025 Q4	$1K	Buy	+25	New	+$1.15K	﹤0.01%	1438

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $593M AUM 15.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Analysts LLC's BBCB Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 964% in Q2 2026, buying an estimated $10.9K and bringing the position to 266 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Capital Analysts LLC first reported a position in BBCB in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

Capital Analysts LLC held 266 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $12K as of Q2 2026.
Capital Analysts LLC bought 241 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.9K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1249 holding.
Capital Analysts LLC first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.