Great Valley Advisor Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Great Valley Advisor Group’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	$669K	Buy	14,504 +1,293	+10%	+$59.5K	0.01%	631
2026 Q1	$605K	Buy	13,211 +2,526	+24%	+$117K	0.01%	624
2025 Q4	$497K	Buy	10,685 +1,149	+12%	+$53.5K	0.01%	631
2025 Q3	$448K	Buy	9,536 +1,290	+16%	+$60.1K	0.01%	650
2025 Q2	$385K	Sell	8,246 -532,947	-98%	-$24.3M	0.01%	674
2025 Q1	$24.9M	Buy	541,193 +8,668	+2%	+$402K	0.54%	46
2024 Q4	$24.5M	Buy	532,525 +43,572	+9%	+$2.04M	0.55%	42
2024 Q3	$23.2M	Buy	488,953 +13,965	+3%	+$649K	0.57%	39
2024 Q2	$21.7M	Buy	474,988 +28,813	+6%	+$1.31M	0.61%	34
2024 Q1	$20.6M	Buy	446,175 +10,972	+3%	+$503K	0.63%	36
2023 Q4	$20M	Buy	435,203 +14,034	+3%	+$622K	0.7%	33
2023 Q3	$18.5M	Buy	421,169 +12,515	+3%	+$556K	0.77%	28
2023 Q2	$18.2M	Buy	408,654 +11,620	+3%	+$515K	0.76%	24
2023 Q1	$17.8M	Buy	+397,034	New	+$17.7M	0.83%	23

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

Great Valley Advisor Group's BBHY Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 9.8% in Q2 2026, buying an estimated $59.5K and bringing the position to 14,504 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #631.

Great Valley Advisor Group first reported a position in BBHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.9M in Q1 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Great Valley Advisor Group held 14,504 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $669K as of Q2 2026.
Great Valley Advisor Group bought 1,293 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $59.5K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #631 holding.
Great Valley Advisor Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Great Valley Advisor Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $24.9M in Q1 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.