Larson Financial Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Larson Financial 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	$1.93K	Buy	42 +1	+2%	+$46	﹤0.01%	3130
2026 Q1	$1.89K	Buy	41 +1	+3%	+$46	﹤0.01%	2972
2025 Q4	$1.88K	Hold	40	–	–	﹤0.01%	2794
2025 Q3	$1.87K	Buy	40 +1	+3%	+$47	﹤0.01%	2736
2025 Q2	$1.82K	Buy	39 +1	+3%	+$46	﹤0.01%	2441
2025 Q1	$1.76K	Hold	38	–	–	﹤0.01%	2208
2024 Q4	$1.73K	Buy	38 +1	+3%	+$47	﹤0.01%	1916
2024 Q3	$1.75K	Buy	37 +1	+3%	+$46	﹤0.01%	1881
2024 Q2	$1.66K	Hold	36	–	–	﹤0.01%	1620
2024 Q1	$1.65K	Buy	36 +1	+3%	+$46	﹤0.01%	1382
2023 Q4	$1.62K	Hold	35	–	–	﹤0.01%	1397
2023 Q3	$1.55K	Hold	35	–	–	﹤0.01%	1409
2023 Q2	$1.57K	Hold	35	–	–	﹤0.01%	1308
2023 Q1	$1.58K	Hold	35	–	–	﹤0.01%	1281
2022 Q4	$1.54K	Hold	35	–	–	﹤0.01%	1231
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1173
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	1008
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	898
2021 Q4	$2K	Buy	+35	New	+$1.81K	﹤0.01%	932
2021 Q2	–	Sell	-116	Closed	-$6K	–	825
2021 Q1	$6K	Hold	116	–	–	﹤0.01%	610
2020 Q4	$6K	Buy	116 +46	+66%	+$2.35K	﹤0.01%	549
2020 Q3	$4K	Buy	70 +39	+126%	+$1.96K	﹤0.01%	540
2020 Q2	$2K	Buy	+31	New	+$1.48K	﹤0.01%	545
2020 Q1	–	Sell	-54	Closed	-$3K	–	540
2019 Q4	$3K	Buy	54 +32	+145%	+$1.65K	﹤0.01%	413
2019 Q3	$1K	Buy	22 +8	+57%	+$411	﹤0.01%	467
2019 Q2	$1K	Buy	+14	New	+$708	﹤0.01%	420

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

Larson Financial Group's BBHY Position: Q2 2026 in Review

Larson Financial Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 2.4% in Q2 2026, buying an estimated $46 and bringing the position to 42 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Larson Financial Group first reported a position in BBHY in Q2 2019 and has held it in 26 quarters since. The position peaked at $6K in Q1 2021. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Larson Financial Group held 42 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.93K as of Q2 2026.
Larson Financial Group bought 1 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share in Q2 2026, an estimated $46.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3130 holding.
Larson Financial Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 26 quarters since.
Larson Financial Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $6K in Q1 2021.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.