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Bernicke Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Bernicke Wealth Management’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 		$29.7M Buy
644,153
+28,421
+5% +$1.31M 3.45% 7
2026
Q1 		$28.2M Buy
615,732
+11,149
+2% +$517K 3.65% 7
2025
Q4 		$28.1M Buy
+604,583
New +$28.2M 3.61% 7

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Bernicke Wealth Management's BBHY Position: Q2 2026 in Review

Bernicke Wealth Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 4.6% in Q2 2026, buying an estimated $1.31M and bringing the position to 644,153 shares worth $29.7M. The position accounts for 3.45% of the portfolio, ranked #7.

Bernicke Wealth Management first reported a position in BBHY in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Bernicke Wealth Management held 644,153 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $29.7M as of Q2 2026.
  • Bernicke Wealth Management bought 28,421 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 3.45% of Bernicke Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Bernicke Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.