LPL Financial
BBHY icon

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

LPL Financial’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 		$41.9M Sell
914,644
-153,840
-14% -$7.13M 0.01% 1007
2025
Q4 		$49.7M Buy
1,068,484
+57,776
+6% +$2.69M 0.01% 876
2025
Q3 		$47.5M Buy
1,010,708
+4,653
+0.5% +$217K 0.01% 874
2025
Q2 		$46.9M Sell
1,006,055
-522,289
-34% -$23.8M 0.02% 792
2025
Q1 		$70.4M Buy
1,528,344
+78,952
+5% +$3.66M 0.03% 550
2024
Q4 		$66.8M Sell
1,449,392
-31,212
-2% -$1.46M 0.03% 530
2024
Q3 		$70.1M Buy
1,480,604
+11,379
+0.8% +$529K 0.03% 489
2024
Q2 		$67.2M Buy
1,469,225
+543,660
+59% +$24.8M 0.03% 469
2024
Q1 		$42.8M Buy
925,565
+38,586
+4% +$1.77M 0.02% 593
2023
Q4 		$40.7M Sell
886,979
-73,693
-8% -$3.27M 0.02% 569
2023
Q3 		$42.2M Buy
960,672
+603,889
+169% +$26.8M 0.03% 508
2023
Q2 		$15.9M Buy
356,783
+271,886
+320% +$12M 0.01% 889
2023
Q1 		$3.81M Sell
84,897
-17,446
-17% -$778K ﹤0.01% 1677
2022
Q4 		$4.49M Buy
102,343
+49,597
+94% +$2.17M ﹤0.01% 1530
2022
Q3 		$2.24M Buy
52,746
+12,857
+32% +$576K ﹤0.01% 1893
2022
Q2 		$1.74M Sell
39,889
-19,124
-32% -$880K ﹤0.01% 2133
2022
Q1 		$2.89M Buy
59,013
+1,045
+2% +$51.9K ﹤0.01% 1790
2021
Q4 		$3M Buy
57,968
+16,981
+41% +$877K ﹤0.01% 1781
2021
Q3 		$2.13M Buy
40,987
+1,684
+4% +$87.9K ﹤0.01% 1990
2021
Q2 		$2.06M Sell
39,303
-27,463
-41% -$1.42M ﹤0.01% 1956
2021
Q1 		$3.44M Buy
66,766
+5,770
+9% +$299K ﹤0.01% 1472
2020
Q4 		$3.17M Buy
60,996
+16,889
+38% +$862K ﹤0.01% 1386
2020
Q3 		$2.21M Buy
44,107
+31,991
+264% +$1.61M ﹤0.01% 1399
2020
Q2 		$589K Sell
12,116
-895
-7% -$42.6K ﹤0.01% 2247
2020
Q1 		$577K Sell
13,011
-8,783
-40% -$435K ﹤0.01% 2012
2019
Q4 		$1.13M Sell
21,794
-3,676
-14% -$189K ﹤0.01% 1740
2019
Q3 		$1.31M Buy
25,470
+7,492
+42% +$384K ﹤0.01% 1551
2019
Q2 		$919K Buy
17,978
+1,530
+9% +$77.4K ﹤0.01% 1789
2019
Q1 		$829K Sell
16,448
-55,236
-77% -$2.74M ﹤0.01% 1785
2018
Q4 		$3.42M Buy
71,684
+2,108
+3% +$103K 0.01% 847
2018
Q3 		$3.46M Buy
69,576
+16,347
+31% +$815K 0.01% 899
2018
Q2 		$2.63M Buy
+53,229
New +$2.66M 0.01% 976
2017
Q4 		– Sell
-42,420
Closed -$2.19M – 3025
2017
Q3 		$2.19M Buy
+42,420
New +$2.19M 0.01% 931

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's BBHY Position: Q1 2026 in Review

LPL Financial reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 14% in Q1 2026, selling an estimated $7.13M and leaving 914,644 shares worth $41.9M. The position accounts for 0.01% of the portfolio, ranked #1007.

LPL Financial first reported a position in BBHY in Q3 2017 and has held it in 33 quarters since. The position peaked at $70.4M in Q1 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • LPL Financial held 914,644 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $41.9M as of Q1 2026.
  • LPL Financial sold 153,840 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.13M.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1007 holding.
  • LPL Financial first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2017 and has held it in 33 quarters since.
  • LPL Financial's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $70.4M 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.