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Royal Fund Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Royal Fund 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 		$5.36M Buy
116,306
+4,990
+4% +$230K 0.45% 77
2026
Q1 		$5.1M Sell
111,316
-1,480
-1% -$68.6K 0.48% 77
2025
Q4 		$5.25M Buy
112,796
+71,216
+171% +$3.32M 0.48% 73
2025
Q3 		$1.95M Sell
41,580
-61,906
-60% -$2.89M 0.23% 119
2025
Q2 		$4.83M Buy
103,486
+3,609
+4% +$165K 0.48% 64
2025
Q1 		$4.61M Buy
99,877
+3,597
+4% +$167K 0.51% 63
2024
Q4 		$4.45M Buy
96,280
+4,120
+4% +$192K 0.41% 77
2024
Q3 		$4.37M Buy
92,160
+12,444
+16% +$579K 0.26% 99
2024
Q2 		$3.66M Buy
79,716
+3,124
+4% +$143K 0.3% 73
2024
Q1 		$3.54M Buy
76,592
+5,354
+8% +$246K 0.35% 85
2023
Q4 		$3.27M Buy
71,238
+575
+0.8% +$25.5K 0.36% 83
2023
Q3 		$3.1M Buy
70,663
+2,638
+4% +$117K 0.42% 79
2023
Q2 		$3.03M Buy
68,025
+616
+0.9% +$27.3K 0.38% 80
2023
Q1 		$3.03M Buy
67,409
+559
+0.8% +$24.9K 0.43% 79
2022
Q4 		$2.93M Sell
66,850
-670
-1% -$29.4K 0.47% 76
2022
Q3 		$2.86M Sell
67,520
-772
-1% -$34.6K 0.52% 71
2022
Q2 		$2.98M Buy
68,292
+2,429
+4% +$112K 0.49% 77
2022
Q1 		$3.22M Buy
65,863
+7,895
+14% +$392K 0.47% 71
2021
Q4 		$3M Buy
57,968
+8,043
+16% +$415K 0.43% 81
2021
Q3 		$2.6M Buy
49,925
+8,630
+21% +$450K 0.38% 89
2021
Q2 		$2.16M Buy
41,295
+6,013
+17% +$312K 0.36% 87
2021
Q1 		$1.82M Buy
35,282
+9,426
+36% +$488K 0.33% 88
2020
Q4 		$1.34M Buy
25,856
+10,969
+74% +$560K 0.28% 85
2020
Q3 		$744K Buy
14,887
+4,863
+49% +$244K 0.19% 92
2020
Q2 		$487K Buy
10,024
+5,586
+126% +$266K 0.17% 104
2020
Q1 		$196K Buy
4,438
+3,584
+420% +$177K 0.08% 145
2019
Q4 		$44K Buy
+854
New +$43.9K 0.01% 252
2019
Q3 		– Sell
-342
Closed -$17K – 584
2019
Q2 		$17K Buy
+342
New +$17.3K 0.01% 338

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
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

Royal Fund Management's BBHY Position: Q2 2026 in Review

Royal Fund Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 4.5% in Q2 2026, buying an estimated $230K and bringing the position to 116,306 shares worth $5.36M. The position accounts for 0.45% of the portfolio, ranked #77.

Royal Fund Management first reported a position in BBHY in Q2 2019 and has held it in 28 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Royal Fund Management held 116,306 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $5.36M as of Q2 2026.
  • Royal Fund Management bought 4,990 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $230K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.45% of Royal Fund Management's portfolio in Q2 2026, its #77 holding.
  • Royal Fund Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.