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

Congress 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
2025
Q2 		$3.45M Buy
+74,049
New +$3.38M 0.03% 455

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

Congress Wealth Management's BBHY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2025: 74,049 shares worth $3.45M. The stake represents 0.03% of the portfolio and ranks #455 among its holdings.

97 funds tracked by Wall St. Rank hold BBHY as of Q2 2025.

  • Congress Wealth Management held 74,049 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $3.45M as of Q2 2025.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF was a new Congress Wealth Management position in Q2 2025.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #455 holding.
  • 97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.