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Blue Oak Capital’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Blue Oak Capital’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
2025
Q2 		$355K Sell
7,603
-65,051
-90% -$2.97M 0.19% 54
2025
Q1 		$3.35M Sell
72,654
-2,756
-4% -$128K 1.85% 16
2024
Q4 		$3.5M Buy
+75,410
New +$3.52M 2.13% 13

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Blue Oak Capital's BBHY Position: Q2 2025 in Review

Blue Oak Capital reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 90% in Q2 2025, selling an estimated $2.97M and leaving 7,603 shares worth $355K. The position accounts for 0.19% of the portfolio, ranked #54.

Blue Oak Capital first reported a position in BBHY in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.5M in Q4 2024. 97 funds tracked by Wall St. Rank hold BBHY as of Q2 2025.

  • Blue Oak Capital held 7,603 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $355K as of Q2 2025.
  • Blue Oak Capital sold 65,051 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $2.97M.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.19% of Blue Oak Capital's portfolio in Q2 2025, its #54 holding.
  • Blue Oak Capital first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $3.5M in Q4 2024.
  • 97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.