N.E.W. Advisory Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

N.E.W. Advisory Services’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	$18.3K	Hold	398	–	–	﹤0.01%	552
2026 Q1	$18.2K	Hold	398	–	–	﹤0.01%	523
2025 Q4	$18.5K	Hold	398	–	–	﹤0.01%	515
2025 Q3	$18.7K	Hold	398	–	–	﹤0.01%	475
2025 Q2	$18.6K	Hold	398	–	–	﹤0.01%	476
2025 Q1	$18.3K	Buy	+398	New	+$18.5K	﹤0.01%	506

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

N.E.W. Advisory Services's BBHY Position: Q2 2026 in Review

N.E.W. Advisory Services held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q2 2026 at 398 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

N.E.W. Advisory Services first reported a position in BBHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.7K in Q3 2025. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

N.E.W. Advisory Services held 398 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $18.3K as of Q2 2026.
N.E.W. Advisory Services left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #552 holding.
N.E.W. Advisory Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $18.7K in Q3 2025.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.