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

Ascent 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	$476K	Buy	10,327 +1,360	+15%	+$62.6K	0.01%	543
2026 Q1	$411K	Sell	8,967 -3,374	-27%	-$156K	0.01%	543
2025 Q4	$574K	Buy	12,341 +295	+2%	+$13.7K	0.02%	466
2025 Q3	$566K	Buy	12,046 +6,571	+120%	+$306K	0.02%	472
2025 Q2	$255K	Sell	5,475 -720	-12%	-$32.9K	0.01%	621
2025 Q1	$285K	Sell	6,195 -815	-12%	-$37.8K	0.01%	574
2024 Q4	$323K	Sell	7,010 -1,866	-21%	-$87.2K	0.02%	447
2024 Q3	$420K	Sell	8,876 -2,881	-25%	-$134K	0.03%	397
2024 Q2	$538K	Buy	11,757 +2,391	+26%	+$109K	0.04%	349
2024 Q1	$433K	Buy	9,366 +355	+4%	+$16.3K	0.04%	380
2023 Q4	$413K	Buy	9,011 +1,551	+21%	+$68.8K	0.04%	374
2023 Q3	$327K	Buy	+7,460	New	+$331K	0.04%	373
2022 Q2	–	Sell	-6,973	Closed	-$341K	–	471
2022 Q1	$341K	Buy	+6,973	New	+$346K	0.04%	373

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Ascent Group's BBHY Position: Q2 2026 in Review

Ascent Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 15% in Q2 2026, buying an estimated $62.6K and bringing the position to 10,327 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #543.

Ascent Group first reported a position in BBHY in Q1 2022 and has held it in 13 quarters since. The position peaked at $574K in Q4 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Ascent Group held 10,327 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $476K as of Q2 2026.
Ascent Group bought 1,360 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $62.6K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #543 holding.
Ascent Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2022 and has held it in 13 quarters since.
Ascent Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $574K in Q4 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.