SMART Wealth’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

SMART Wealth’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	$2.01M	Buy	+44,344	New	+$2.03M	0.59%	58

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SMART Wealth's BBCB Position: Q1 2026 in Review

SMART Wealth opened a new position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q1 2026: 44,344 shares worth $2.01M. The stake represents 0.59% of the portfolio and ranks #58 among its holdings.

28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

SMART Wealth held 44,344 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $2.01M as of Q1 2026.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF was a new SMART Wealth position in Q1 2026.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.59% of SMART Wealth's portfolio in Q1 2026, its #58 holding.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.