Envestnet Asset Management
BBCB icon

Envestnet Asset Management’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Envestnet Asset Management’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 		$574K Buy
12,658
+1,566
+14% +$70.9K ﹤0.01% 3980
2026
Q1 		$503K Buy
11,092
+1,241
+13% +$56.8K ﹤0.01% 3934
2025
Q4 		$451K Sell
9,851
-60
-0.6% -$2.77K ﹤0.01% 3767
2025
Q3 		$459K Buy
9,911
+410
+4% +$18.8K ﹤0.01% 3826
2025
Q2 		$434K Buy
9,501
+1,202
+14% +$53.9K ﹤0.01% 3797
2025
Q1 		$377K Buy
8,299
+1,044
+14% +$47.1K ﹤0.01% 3795
2024
Q4 		$325K Buy
7,255
+2,346
+48% +$107K ﹤0.01% 3856
2024
Q3 		$230K Sell
4,909
-126,436
-96% -$5.83M ﹤0.01% 3955
2024
Q2 		$5.9M Buy
131,345
+9,913
+8% +$443K ﹤0.01% 1912
2024
Q1 		$5.53M Buy
121,432
+3,303
+3% +$150K ﹤0.01% 1910
2023
Q4 		$5.46M Buy
118,129
+9,414
+9% +$413K ﹤0.01% 1833
2023
Q3 		$4.7M Buy
108,715
+25,591
+31% +$1.13M ﹤0.01% 1845
2023
Q2 		$3.76M Sell
83,124
-2,185
-3% -$99K ﹤0.01% 1883
2023
Q1 		$3.91M Buy
85,309
+7,719
+10% +$351K ﹤0.01% 1778
2022
Q4 		$3.45M Buy
+77,590
New +$3.43M ﹤0.01% 1811

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management's BBCB Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 14% in Q2 2026, buying an estimated $70.9K and bringing the position to 12,658 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #3980.

Envestnet Asset Management first reported a position in BBCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.9M in Q2 2024. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

  • Envestnet Asset Management held 12,658 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $574K as of Q2 2026.
  • Envestnet Asset Management bought 1,566 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $70.9K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3980 holding.
  • Envestnet Asset Management first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $5.9M in Q2 2024.
  • 30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.