O'Shaughnessy Asset Management’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

O'Shaughnessy 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
2026 Q1	–	Sell	-7	Closed	-$321	–	2666
2025 Q4	$321	Buy	+7	New	+$323	﹤0.01%	2587

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

O'Shaughnessy Asset Management's BBCB Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q1 2026, closing a stake of 7 shares — an estimated $321 sold.

O'Shaughnessy Asset Management first reported a position in BBCB in Q4 2025 and held it in 1 quarter. The position peaked at $321 in Q4 2025. 28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

O'Shaughnessy Asset Management reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 7 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $321.
O'Shaughnessy Asset Management first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
O'Shaughnessy Asset Management's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $321 in Q4 2025.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.