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 Q2	$39.5K	Sell	856 -174	-17%	-$8.01K	﹤0.01%	3471
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 $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rockefeller Capital Management's BBHY Position: Q2 2026 in Review

Rockefeller Capital Management reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 17% in Q2 2026, selling an estimated $8.01K and leaving 856 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Rockefeller Capital Management first reported a position in BBHY in Q1 2021 and has held it in 7 quarters since. The position peaked at $163K in Q3 2025. 111 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Rockefeller Capital Management held 856 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $39.5K as of Q2 2026.
Rockefeller Capital Management sold 174 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.01K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3471 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 7 quarters since.
Rockefeller Capital Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $163K in Q3 2025.
111 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.