FAM
BBHY icon

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

Family 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
2024
Q3 		$11.8K Buy
250
+18
+8% +$837 0.01% 176
2024
Q2 		$10.6K Buy
232
+47
+25% +$2.14K 0.01% 180
2024
Q1 		$8.54K Buy
185
+8
+5% +$367 0.01% 160
2023
Q4 		$8.13K Buy
177
+18
+11% +$798 0.01% 161
2023
Q3 		$6.98K Buy
+159
New +$7.06K 0.01% 156

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Family Asset Management's BBHY Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 7.8% in Q3 2024, buying an estimated $837 and bringing the position to 250 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #176.

Family Asset Management first reported a position in BBHY in Q3 2023 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold BBHY as of Q3 2024.

  • Family Asset Management held 250 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $11.8K as of Q3 2024.
  • Family Asset Management bought 18 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $837.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #176 holding.
  • Family Asset Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.