LPL Financial
BBCB icon

LPL Financial’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

LPL Financial’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 		$2.94M Buy
64,814
+601
+0.9% +$27.2K ﹤0.01% 3320
2026
Q1 		$2.91M Buy
64,213
+1,405
+2% +$64.4K ﹤0.01% 3156
2025
Q4 		$2.88M Sell
62,808
-1,110
-2% -$51.2K ﹤0.01% 3053
2025
Q3 		$2.96M Buy
63,918
+3,646
+6% +$167K ﹤0.01% 2961
2025
Q2 		$2.75M Sell
60,272
-5,413
-8% -$243K ﹤0.01% 2820
2025
Q1 		$2.98M Buy
65,685
+8,079
+14% +$364K ﹤0.01% 2571
2024
Q4 		$2.58M Buy
57,606
+5,184
+10% +$237K ﹤0.01% 2637
2024
Q3 		$2.46M Buy
52,422
+10,622
+25% +$489K ﹤0.01% 2529
2024
Q2 		$1.88M Buy
41,800
+25,498
+156% +$1.14M ﹤0.01% 2656
2024
Q1 		$742K Sell
16,302
-36,295
-69% -$1.65M ﹤0.01% 3442
2023
Q4 		$2.43M Buy
52,597
+60
+0.1% +$2.63K ﹤0.01% 2251
2023
Q3 		$2.27M Sell
52,537
-3,232
-6% -$143K ﹤0.01% 2200
2023
Q2 		$2.52M Sell
55,769
-3,241
-5% -$147K ﹤0.01% 2050
2023
Q1 		$2.71M Buy
59,010
+162
+0.3% +$7.37K ﹤0.01% 1914
2022
Q4 		$2.62M Buy
+58,848
New +$2.6M ﹤0.01% 1876

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

LPL Financial's BBCB Position: Q2 2026 in Review

LPL Financial increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 0.94% in Q2 2026, buying an estimated $27.2K and bringing the position to 64,814 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

LPL Financial first reported a position in BBCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2025. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

  • LPL Financial held 64,814 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $2.94M as of Q2 2026.
  • LPL Financial bought 601 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.2K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3320 holding.
  • LPL Financial first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $2.98M in Q1 2025.
  • 30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.