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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
Q1 		$1K Hold
25
– – ﹤0.01% 1486
2025
Q4 		$1K Buy
+25
New +$1.15K ﹤0.01% 1438

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Capital Analysts LLC's BBCB Position: Q1 2026 in Review

Capital Analysts LLC held its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) position steady in Q1 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Capital Analysts LLC first reported a position in BBCB in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

  • Capital Analysts LLC held 25 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $1K as of Q1 2026.
  • Capital Analysts LLC left its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1486 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 2 quarters since.
  • 28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.