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Capital Analysts LLC’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Capital Analysts LLC’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
Q1 		$439K Buy
9,583
+2,563
+37% +$119K 0.01% 480
2025
Q4 		$326K Buy
7,020
+406
+6% +$18.9K 0.01% 509
2025
Q3 		$311K Sell
6,614
-23
-0.3% -$1.07K 0.01% 504
2025
Q2 		$310K Buy
6,637
+705
+12% +$32.2K 0.01% 465
2025
Q1 		$273K Sell
5,932
-205
-3% -$9.51K 0.01% 473
2024
Q4 		$283K Buy
6,137
+72
+1% +$3.36K 0.01% 418
2024
Q3 		$287K Buy
6,065
+18
+0.3% +$837 0.01% 405
2024
Q2 		$277K Buy
6,047
+357
+6% +$16.3K 0.01% 410
2024
Q1 		$263K Buy
5,690
+220
+4% +$10.1K 0.01% 396
2023
Q4 		$251K Buy
5,470
+179
+3% +$7.93K 0.01% 394
2023
Q3 		$232K Sell
5,291
-80
-1% -$3.55K 0.01% 377
2023
Q2 		$240K Buy
5,371
+152
+3% +$6.74K 0.01% 360
2023
Q1 		$235K Buy
5,219
+238
+5% +$10.6K 0.01% 364
2022
Q4 		$218K Buy
4,981
+1,402
+39% +$61.5K 0.01% 388
2022
Q3 		$152K Buy
3,579
+294
+9% +$13.2K 0.01% 389
2022
Q2 		$143K Buy
3,285
+18
+0.6% +$828 0.01% 380
2022
Q1 		$160K Buy
3,267
+86
+3% +$4.27K 0.01% 363
2021
Q4 		$165K Sell
3,181
-63
-2% -$3.25K 0.01% 367
2021
Q3 		$169K Sell
3,244
-128
-4% -$6.68K 0.01% 363
2021
Q2 		$176K Buy
3,372
+1,159
+52% +$60.1K 0.01% 350
2021
Q1 		$114K Buy
2,213
+1,429
+182% +$74K 0.01% 431
2020
Q4 		$41K Buy
784
+78
+11% +$3.98K ﹤0.01% 439
2020
Q3 		$35K Buy
706
+67
+10% +$3.36K ﹤0.01% 450
2020
Q2 		$31K Buy
639
+9
+1% +$428 ﹤0.01% 424
2020
Q1 		$28K Buy
+630
New +$31.2K ﹤0.01% 407

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $9.02B AUM 20.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Analysts LLC's BBHY Position: Q1 2026 in Review

Capital Analysts LLC increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 37% in Q1 2026, buying an estimated $119K and bringing the position to 9,583 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #480.

Capital Analysts LLC first reported a position in BBHY in Q1 2020 and has held it in 25 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • Capital Analysts LLC held 9,583 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $439K as of Q1 2026.
  • Capital Analysts LLC bought 2,563 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $119K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #480 holding.
  • Capital Analysts LLC first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.