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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
-3,838
Closed -$175K – 1530
2024
Q1 		$175K Buy
3,838
+3,732
+3,521% +$170K 0.02% 219
2023
Q4 		$4.69K Buy
106
+54
+104% +$2.37K ﹤0.01% 879
2023
Q3 		$2.19K Buy
52
+7
+16% +$310 ﹤0.01% 694
2023
Q2 		$475K Sell
45
-1
-2% -$45 1.29% 16
2023
Q1 		$1.43K Buy
46
+2
+5% +$91 0.04% 330
2022
Q4 		$308K Sell
44
-300
-87% -$13.3K 1.61% 9
2022
Q3 		$1.33K Sell
344
-24
-7% -$1.11K 0.05% 327
2022
Q2 		$1.42K Sell
368
-32
-8% -$1.51K 0.04% 302
2022
Q1 		$2.51K Sell
400
-95
-19% -$4.9K 0.07% 252
2021
Q4 		$2.74K Buy
495
+446
+910% +$24.6K 0.06% 297
2021
Q3 		$56K Buy
+49
New +$2.76K 0.03% 514

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 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 13 quarters. The position peaked at $475K in Q2 2023. 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 13 quarters.
  • Financial Gravity Asset Management's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $475K in Q2 2023.
  • 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.