Envestnet Asset Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Envestnet Asset 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	$70.2M	Buy	1,522,723 +110,932	+8%	+$5.11M	0.02%	721
2026 Q1	$64.7M	Buy	1,411,791 +62,810	+5%	+$2.91M	0.02%	697
2025 Q4	$62.7M	Buy	1,348,981 +971,215	+257%	+$45.2M	0.02%	639
2025 Q3	$17.8M	Buy	377,766 +57,572	+18%	+$2.68M	0.01%	1363
2025 Q2	$14.9M	Sell	320,194 -444,169	-58%	-$20.3M	﹤0.01%	1451
2025 Q1	$35.2M	Buy	764,363 +56,136	+8%	+$2.61M	0.01%	873
2024 Q4	$32.6M	Sell	708,227 -48,773	-6%	-$2.28M	0.01%	907
2024 Q3	$35.9M	Buy	757,000 +118,093	+18%	+$5.49M	0.01%	871
2024 Q2	$29.2M	Buy	638,907 +286,155	+81%	+$13.1M	0.01%	913
2024 Q1	$16.3M	Buy	352,752 +57,578	+20%	+$2.64M	0.01%	1225
2023 Q4	$13.6M	Buy	295,174 +36,193	+14%	+$1.6M	0.01%	1260
2023 Q3	$11.4M	Buy	258,981 +165,864	+178%	+$7.37M	0.01%	1288
2023 Q2	$4.15M	Buy	93,117 +19,304	+26%	+$855K	﹤0.01%	1815
2023 Q1	$3.32M	Buy	73,813 +31,488	+74%	+$1.4M	﹤0.01%	1881
2022 Q4	$1.86M	Buy	42,325 +29,075	+219%	+$1.27M	﹤0.01%	2207
2022 Q3	$562K	Buy	13,250 +2,876	+28%	+$129K	﹤0.01%	2942
2022 Q2	$452K	Sell	10,374 -139	-1%	-$6.39K	﹤0.01%	3100
2022 Q1	$514K	Sell	10,513 -13,267	-56%	-$659K	﹤0.01%	3107
2021 Q4	$1.23M	Buy	23,780 +2,884	+14%	+$149K	﹤0.01%	2492
2021 Q3	$1.09M	Buy	20,896 +1,067	+5%	+$55.7K	﹤0.01%	2487
2021 Q2	$1.04M	Buy	19,829 +4,883	+33%	+$253K	﹤0.01%	2497
2021 Q1	$770K	Buy	14,946 +2,428	+19%	+$126K	﹤0.01%	2586
2020 Q4	$650K	Sell	12,518 -89,610	-88%	-$4.57M	﹤0.01%	2519
2020 Q3	$5.11M	Sell	102,128 -5,360	-5%	-$269K	﹤0.01%	1161
2020 Q2	$5.22M	Buy	107,488 +57,066	+113%	+$2.71M	0.01%	1105
2020 Q1	$2.23M	Buy	50,422 +34,641	+220%	+$1.71M	﹤0.01%	1363
2019 Q4	$817K	Sell	15,781 -378	-2%	-$19.4K	﹤0.01%	2157
2019 Q3	$829K	Sell	16,159 -413	-2%	-$21.2K	﹤0.01%	2074
2019 Q2	$847K	Buy	+16,572	New	+$839K	﹤0.01%	2064

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Envestnet Asset Management's BBHY Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 7.9% in Q2 2026, buying an estimated $5.11M and bringing the position to 1,522,723 shares worth $70.2M. The position accounts for 0.02% of the portfolio, ranked #721.

Envestnet Asset Management first reported a position in BBHY in Q2 2019 and has held it in 29 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Envestnet Asset Management held 1,522,723 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $70.2M as of Q2 2026.
Envestnet Asset Management bought 110,932 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.11M.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #721 holding.
Envestnet Asset Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.