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

Financial Gravity 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
2025 Q4	–	Sell	-16	Closed	-$740	–	780
2025 Q3	$740	Buy	+16	New	+$732	﹤0.01%	825
2025 Q1	$727	Buy	+16	New	+$721	﹤0.01%	904
2024 Q2	–	Sell	-54	Closed	-$2.47K	–	1443
2024 Q1	$2.47K	Hold	54	–	–	﹤0.01%	660
2023 Q4	$2.5K	Buy	+54	New	+$2.37K	﹤0.01%	687
2021 Q3	$56K	Buy	+49	New	+$2.76K	0.03%	514

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAS

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return

Financial Gravity Asset Management's BBCB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q4 2025, closing a stake of 16 shares — an estimated $740 sold.

Financial Gravity Asset Management first reported a position in BBCB in Q3 2021 and held it in 5 quarters. The position peaked at $56K in Q3 2021. 29 funds tracked by Wall St. Rank hold BBCB as of Q4 2025.

Financial Gravity Asset Management reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 16 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $740.
Financial Gravity Asset Management first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
Financial Gravity Asset Management's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $56K in Q3 2021.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.