MF
BBHY icon

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

Midwestern 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 		$498K Buy
10,859
+153
+1% +$7.09K 0.39% 40
2025
Q4 		$498K Buy
10,706
+151
+1% +$7.03K 0.41% 41
2025
Q3 		$496K Buy
10,555
+141
+1% +$6.57K 0.43% 42
2025
Q2 		$486K Buy
+10,414
New +$475K 0.46% 41

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Midwestern Financial's BBHY Position: Q1 2026 in Review

Midwestern Financial increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 1.4% in Q1 2026, buying an estimated $7.09K and bringing the position to 10,859 shares worth $498K. The position accounts for 0.39% of the portfolio, ranked #40.

Midwestern Financial first reported a position in BBHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $498K in Q4 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • Midwestern Financial held 10,859 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $498K as of Q1 2026.
  • Midwestern Financial bought 153 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.09K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.39% of Midwestern Financial's portfolio in Q1 2026, its #40 holding.
  • Midwestern Financial first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $498K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.