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
2026 Q2	$211K	Buy	+4,573	New	+$211K	﹤0.01%	1556
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 $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Global Retirement Partners's BBHY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2026: 4,573 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBHY as recently as Q4 2025.

Global Retirement Partners first reported a position in BBHY in Q1 2020 and has held it in 12 quarters since. The position peaked at $242K in Q3 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Global Retirement Partners held 4,573 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $211K as of Q2 2026.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1556 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 12 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $242K in Q3 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.