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 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 $1.56T 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $9.02B AUM 20.58% 1-Year Est. Return

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

Great Valley Advisor Group's BBHY Position: Q1 2026 in Review

Great Valley Advisor Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 24% in Q1 2026, buying an estimated $117K and bringing the position to 13,211 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #624.

Great Valley Advisor Group first reported a position in BBHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.9M in Q1 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Great Valley Advisor Group held 13,211 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $605K as of Q1 2026.
Great Valley Advisor Group bought 2,526 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $117K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #624 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 13 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 Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.