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Oak Harbor Wealth Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Oak Harbor Wealth Partners’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 		$15.7K Buy
343
+184
+116% +$8.53K ﹤0.01% 251
2025
Q4 		$7.39K Buy
+159
New +$7.41K ﹤0.01% 259

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

Oak Harbor Wealth Partners's BBHY Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 116% in Q1 2026, buying an estimated $8.53K and bringing the position to 343 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Oak Harbor Wealth Partners first reported a position in BBHY in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • Oak Harbor Wealth Partners held 343 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $15.7K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 184 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $8.53K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #251 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.