Cerity Partners
BBCB icon

Cerity Partners’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Cerity Partners’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 		$872K Sell
19,237
-1,432
-7% -$65.6K ﹤0.01% 1932
2025
Q4 		$947K Buy
+20,669
New +$954K ﹤0.01% 1747

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Janney Montgomery Scott
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VAS
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SW
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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

Cerity Partners's BBCB Position: Q1 2026 in Review

Cerity Partners reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 6.9% in Q1 2026, selling an estimated $65.6K and leaving 19,237 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Cerity Partners first reported a position in BBCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $947K in Q4 2025. 28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

  • Cerity Partners held 19,237 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $872K as of Q1 2026.
  • Cerity Partners sold 1,432 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $65.6K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1932 holding.
  • Cerity Partners first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cerity Partners's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $947K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.