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Lion Street Advisors’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Lion Street Advisors’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
Q3 		$901K Buy
16,191
+3,745
+30% +$171K 0.31% 62
2025
Q2 		$569K Sell
12,446
-650
-5% -$29.1K 0.17% 130
2025
Q1 		$595K Buy
13,096
+168
+1% +$7.57K 0.19% 114
2024
Q4 		$578K Sell
12,928
-94
-0.7% -$4.29K 0.18% 117
2024
Q3 		$611K Sell
13,022
-21
-0.2% -$968 0.21% 106
2024
Q2 		$586K Sell
13,043
-1,396
-10% -$62.4K 0.22% 103
2024
Q1 		$667K Hold
14,439
– – 0.27% 84
2023
Q4 		$667K Buy
14,439
+187
+1% +$8.21K 0.27% 83
2023
Q3 		$616K Sell
14,252
-2,359
-14% -$105K 0.2% 101
2023
Q2 		$924K Buy
16,611
+1,861
+13% +$84.3K 0.31% 64
2023
Q1 		$677K Buy
14,750
+5,585
+61% +$254K 0.21% 89
2022
Q4 		$510K Buy
9,165
+1,170
+15% +$51.7K 0.27% 60
2022
Q3 		$348K Sell
7,995
-1,170
-13% -$54K 0.17% 79
2022
Q2 		$512K Buy
9,165
+2
+0% +$94 0.27% 61
2022
Q1 		$458K Sell
9,163
-333
-4% -$17.2K 0.23% 74
2021
Q4 		$520K Buy
9,496
+331
+4% +$18.3K 0.25% 61
2021
Q3 		$512K Buy
+9,165
New +$516K 0.28% 61

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Lion Street Advisors's BBCB Position: Q3 2025 in Review

Lion Street Advisors increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 30% in Q3 2025, buying an estimated $171K and bringing the position to 16,191 shares worth $901K. The position accounts for 0.31% of the portfolio, ranked #62.

Lion Street Advisors first reported a position in BBCB in Q3 2021 and has held it in 17 quarters since. The position peaked at $924K in Q2 2023. 25 funds tracked by Wall St. Rank hold BBCB as of Q3 2025.

  • Lion Street Advisors held 16,191 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $901K as of Q3 2025.
  • Lion Street Advisors bought 3,745 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $171K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.31% of Lion Street Advisors's portfolio in Q3 2025, its #62 holding.
  • Lion Street Advisors first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Lion Street Advisors's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $924K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.