MWM
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Mission Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Mission Wealth 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 		$5.57M Buy
120,802
+25,054
+26% +$1.15M 0.07% 162
2026
Q1 		$4.39M Sell
95,748
-1,338
-1% -$62K 0.09% 120
2025
Q4 		$4.51M Buy
97,086
+701
+0.7% +$32.7K 0.09% 124
2025
Q3 		$4.53M Buy
96,385
+2,181
+2% +$102K 0.09% 128
2025
Q2 		$4.39M Buy
94,204
+6,382
+7% +$291K 0.09% 132
2025
Q1 		$4.04M Buy
87,822
+5,293
+6% +$246K 0.1% 119
2024
Q4 		$3.8M Buy
82,529
+1,294
+2% +$60.4K 0.09% 116
2024
Q3 		$3.85M Buy
81,235
+11,268
+16% +$524K 0.09% 118
2024
Q2 		$3.2M Sell
69,967
-10,949
-14% -$499K 0.08% 132
2024
Q1 		$3.74M Buy
80,916
+11,623
+17% +$533K 0.1% 121
2023
Q4 		$3.18M Buy
69,293
+5,000
+8% +$222K 0.1% 107
2023
Q3 		$2.82M Buy
64,293
+1,228
+2% +$54.5K 0.11% 103
2023
Q2 		$2.81M Sell
63,065
-10,820
-15% -$480K 0.11% 99
2023
Q1 		$3.32M Buy
73,885
+1,736
+2% +$77.4K 0.14% 83
2022
Q4 		$3.16M Sell
72,149
-13,229
-15% -$580K 0.15% 85
2022
Q3 		$3.62M Sell
85,378
-11,484
-12% -$515K 0.19% 70
2022
Q2 		$4.22M Buy
96,862
+12,422
+15% +$571K 0.22% 60
2022
Q1 		$4.13M Sell
84,440
-40,539
-32% -$2.01M 0.19% 68
2021
Q4 		$6.47M Sell
124,979
-23,145
-16% -$1.2M 0.29% 50
2021
Q3 		$7.71M Sell
148,124
-9,834
-6% -$513K 0.39% 42
2021
Q2 		$8.26M Sell
157,958
-17,060
-10% -$885K 0.44% 38
2021
Q1 		$9.02M Sell
175,018
-59,175
-25% -$3.06M 0.52% 32
2020
Q4 		$12.2M Buy
234,193
+13,952
+6% +$712K 0.76% 24
2020
Q3 		$11M Buy
220,241
+56,386
+34% +$2.83M 0.82% 25
2020
Q2 		$7.96M Buy
163,855
+22,613
+16% +$1.08M 0.69% 27
2020
Q1 		$6.26M Buy
141,242
+22,091
+19% +$1.09M 0.69% 28
2019
Q4 		$6.17M Buy
119,151
+114,114
+2,266% +$5.87M 0.59% 28
2019
Q3 		$259K Buy
+5,037
New +$258K 0.03% 259

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
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

Mission Wealth Management's BBHY Position: Q2 2026 in Review

Mission Wealth Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 26% in Q2 2026, buying an estimated $1.15M and bringing the position to 120,802 shares worth $5.57M. The position accounts for 0.07% of the portfolio, ranked #162.

Mission Wealth Management first reported a position in BBHY in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.2M in Q4 2020. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Mission Wealth Management held 120,802 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $5.57M as of Q2 2026.
  • Mission Wealth Management bought 25,054 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.15M.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.07% of Mission Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Mission Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Mission Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $12.2M in Q4 2020.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.