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

Rockefeller Capital 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 Q1	$47.2K	Sell	1,030 -608	-37%	-$28.2K	﹤0.01%	3305
2025 Q4	$76.2K	Sell	1,638 -1,825	-53%	-$85K	﹤0.01%	2855
2025 Q3	$163K	Buy	+3,463	New	+$161K	﹤0.01%	2335
2021 Q4	–	Sell	-20	Closed	-$1K	–	3763
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	3535
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	3308
2021 Q1	$1K	Buy	+20	New	+$1.03K	﹤0.01%	3154

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Rockefeller Capital Management's BBHY Position: Q1 2026 in Review

Rockefeller Capital Management reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 37% in Q1 2026, selling an estimated $28.2K and leaving 1,030 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

Rockefeller Capital Management first reported a position in BBHY in Q1 2021 and has held it in 6 quarters since. The position peaked at $163K in Q3 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Rockefeller Capital Management held 1,030 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $47.2K as of Q1 2026.
Rockefeller Capital Management sold 608 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $28.2K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3305 holding.
Rockefeller Capital Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 6 quarters since.
Rockefeller Capital Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $163K in Q3 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.