JP Morgan Chase
JBBB icon

JP Morgan Chase’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

JP Morgan Chase’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22K Sell
26
-410,530
-100% -$19.5M ﹤0.01% 7096
2025
Q4 		$19.6M Buy
410,556
+307,238
+297% +$14.7M ﹤0.01% 2083
2025
Q3 		$4.98M Buy
103,318
+99,291
+2,466% +$4.79M ﹤0.01% 3367
2025
Q2 		$194K Sell
4,027
-4,379
-52% -$210K ﹤0.01% 5246
2025
Q1 		$409K Sell
8,406
-2,532
-23% -$124K ﹤0.01% 4889
2024
Q4 		$538K Buy
10,938
+9,216
+535% +$453K ﹤0.01% 4996
2024
Q3 		$84.3K Buy
+1,722
New +$84.1K ﹤0.01% 5765
2023
Q2 		– Sell
-20,795
Closed -$930K – 7124
2023
Q1 		$930K Buy
+20,795
New +$949K ﹤0.01% 4091
2022
Q3 		– Sell
-50,509
Closed -$2.3M – 6652
2022
Q2 		$2.3M Buy
+50,509
New +$2.41M ﹤0.01% 3423

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return