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Albion Financial Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Albion Financial Group’s Portfolio BBHY Stock Details BBHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Buy
52,785
+3,970
+8% +$183K 0.14% 80
2026
Q1 		$2.24M Buy
48,815
+2,075
+4% +$96.2K 0.14% 76
2025
Q4 		$2.17M Sell
46,740
-5,729
-11% -$267K 0.14% 80
2025
Q3 		$2.47M Buy
52,469
+1,283
+3% +$59.8K 0.15% 79
2025
Q2 		$2.39M Sell
51,186
-29
-0.1% -$1.32K 0.16% 80
2025
Q1 		$2.36M Buy
51,215
+21,403
+72% +$993K 0.17% 84
2024
Q4 		$1.37M Sell
29,812
-1,355
-4% -$63.3K 0.09% 102
2024
Q3 		$1.48M Buy
31,167
+550
+2% +$25.6K 0.1% 97
2024
Q2 		$1.4M Buy
30,617
+1,295
+4% +$59.1K 0.11% 92
2024
Q1 		$1.35M Buy
29,322
+1,785
+6% +$81.9K 0.1% 92
2023
Q4 		$1.26M Sell
27,537
-725
-3% -$32.1K 0.1% 98
2023
Q3 		$1.24M Buy
28,262
+2,055
+8% +$91.3K 0.11% 91
2023
Q2 		$1.17M Sell
26,207
-2,130
-8% -$94.4K 0.1% 99
2023
Q1 		$1.27M Buy
28,337
+3,190
+13% +$142K 0.12% 99
2022
Q4 		$1.1M Buy
25,147
+5,235
+26% +$229K 0.11% 99
2022
Q3 		$844K Buy
19,912
+7,550
+61% +$338K 0.09% 109
2022
Q2 		$539K Buy
12,362
+1,385
+13% +$63.7K 0.05% 132
2022
Q1 		$537K Buy
10,977
+3,150
+40% +$156K 0.05% 142
2021
Q4 		$405K Buy
7,827
+155
+2% +$8.01K 0.03% 174
2021
Q3 		$399K Sell
7,672
-580
-7% -$30.3K 0.04% 155
2021
Q2 		$432K Buy
+8,252
New +$428K 0.04% 152
2020
Q4 		$358K Buy
+6,892
New +$352K 0.04% 155

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Albion Financial Group's BBHY Position: Q2 2026 in Review

Albion Financial Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 8.1% in Q2 2026, buying an estimated $183K and bringing the position to 52,785 shares worth $2.43M. The position accounts for 0.14% of the portfolio, ranked #80.

Albion Financial Group first reported a position in BBHY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.47M in Q3 2025. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Albion Financial Group held 52,785 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $2.43M as of Q2 2026.
  • Albion Financial Group bought 3,970 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $183K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.14% of Albion Financial Group's portfolio in Q2 2026, its #80 holding.
  • Albion Financial Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.47M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.