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

NewSquare Capital’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
2025
Q3 		– Sell
-3
Closed -$140 – 287
2025
Q2 		$140 Hold
3
– – ﹤0.01% 1261
2025
Q1 		$138 Hold
3
– – ﹤0.01% 1127
2024
Q4 		$138 Buy
+3
New +$140 ﹤0.01% 878

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HighTower Advisors
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Janney Montgomery Scott
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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VAS
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OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

NewSquare Capital's BBHY Position: Q3 2025 in Review

NewSquare Capital sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2025, closing a stake of 3 shares — an estimated $140 sold.

NewSquare Capital first reported a position in BBHY in Q4 2024 and held it in 3 quarters. The position peaked at $140 in Q2 2025. 96 funds tracked by Wall St. Rank hold BBHY as of Q3 2025.

  • NewSquare Capital reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 3 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $140.
  • NewSquare Capital first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $140 in Q2 2025.
  • 96 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.