Jones Financial Companies’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Jones Financial Companies’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	–	Sell	-135	Closed	-$6.28K	–	4737
2025 Q4	$6.28K	Buy	+135	New	+$6.29K	﹤0.01%	3413
2025 Q2	–	Sell	-78	Closed	-$3.59K	–	4031
2025 Q1	$3.59K	Buy	+78	New	+$3.62K	﹤0.01%	3071
2024 Q4	–	Sell	-210	Closed	-$9.95K	–	3419
2024 Q3	$9.95K	Buy	+210	New	+$9.76K	﹤0.01%	2210

Other funds holding BBHY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $9.02B AUM 20.58% 1-Year Est. Return

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

Jones Financial Companies's BBHY Position: Q1 2026 in Review

Jones Financial Companies sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2026, closing a stake of 135 shares — an estimated $6.28K sold.

Jones Financial Companies first reported a position in BBHY in Q3 2024 and held it in 3 quarters. The position peaked at $9.95K in Q3 2024. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Jones Financial Companies reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 135 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.28K.
Jones Financial Companies first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
Jones Financial Companies's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $9.95K in Q3 2024.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.