MAI Capital Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

MAI Capital Management’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	$446K	Sell	9,673 -329	-3%	-$15.2K	﹤0.01%	1360
2026 Q1	$458K	Sell	10,002 -220	-2%	-$10.2K	﹤0.01%	1063
2025 Q4	$475K	Sell	10,222 -100	-1%	-$4.66K	﹤0.01%	976
2025 Q3	$485K	Sell	10,322 -100	-1%	-$4.66K	﹤0.01%	922
2025 Q2	$486K	Sell	10,422 -1,100	-10%	-$50.2K	﹤0.01%	862
2025 Q1	$531K	Sell	11,522 -1,000	-8%	-$46.4K	﹤0.01%	801
2024 Q4	$577K	Buy	+12,522	New	+$585K	﹤0.01%	799
2023 Q2	–	Sell	-19,572	Closed	-$879K	–	1082
2023 Q1	$879K	Buy	+19,572	New	+$873K	0.01%	461

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

MAI Capital Management's BBHY Position: Q2 2026 in Review

MAI Capital Management reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 3.3% in Q2 2026, selling an estimated $15.2K and leaving 9,673 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

MAI Capital Management first reported a position in BBHY in Q1 2023 and has held it in 8 quarters since. The position peaked at $879K in Q1 2023. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

MAI Capital Management held 9,673 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $446K as of Q2 2026.
MAI Capital Management sold 329 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.2K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1360 holding.
MAI Capital Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
MAI Capital Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $879K in Q1 2023.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.