Global Retirement Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Global Retirement Partners’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 Q4	$242K	Buy	5,199 +51	+1%	+$2.38K	﹤0.01%	1361
2025 Q3	$242K	Buy	5,148 +620	+14%	+$28.9K	0.01%	1082
2025 Q2	$211K	Buy	+4,528	New	+$207K	0.01%	1063
2024 Q4	$181K	Buy	3,921 +1,880	+92%	+$87.8K	0.01%	1006
2024 Q3	$96.7K	Sell	2,041 -334	-14%	-$15.5K	﹤0.01%	1256
2024 Q2	$109K	Buy	2,375 +658	+38%	+$30K	﹤0.01%	1149
2024 Q1	$79.3K	Buy	1,717 +111	+7%	+$5.09K	﹤0.01%	1181
2023 Q4	$73.7K	Buy	1,606 +995	+163%	+$44.1K	﹤0.01%	1189
2023 Q3	$26.4K	Buy	+611	New	+$27.1K	﹤0.01%	1535
2020 Q3	–	Sell	-429	Closed	-$21K	–	1627
2020 Q2	$21K	Buy	429 +69	+19%	+$3.28K	﹤0.01%	882
2020 Q1	$16K	Buy	+360	New	+$17.8K	﹤0.01%	858

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Global Retirement Partners's BBHY Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 0.99% in Q4 2025, buying an estimated $2.38K and bringing the position to 5,199 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Global Retirement Partners first reported a position in BBHY in Q1 2020 and has held it in 11 quarters since. The position peaked at $242K in Q3 2025. 109 funds tracked by Wall St. Rank hold BBHY as of Q4 2025.

Global Retirement Partners held 5,199 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $242K as of Q4 2025.
Global Retirement Partners bought 51 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $2.38K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1361 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $242K in Q3 2025.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.