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

Slow 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
2023 Q1	–	Sell	-10,844	Closed	-$475K	–	173
2022 Q4	$475K	Buy	10,844 +728	+7%	+$31.9K	0.11%	125
2022 Q3	$429K	Hold	10,116	–	–	0.09%	131
2022 Q2	$441K	Sell	10,116 -40,997	-80%	-$1.89M	0.11%	121
2022 Q1	$2.5M	Sell	51,113 -743	-1%	-$36.9K	0.47%	71
2021 Q4	$2.69M	Buy	51,856 +3,306	+7%	+$171K	0.46%	80
2021 Q3	$2.53M	Buy	48,550 +12,480	+35%	+$651K	0.46%	76
2021 Q2	$1.89M	Buy	36,070 +2,907	+9%	+$151K	0.36%	102
2021 Q1	$1.84M	Buy	33,163 +5,634	+20%	+$292K	0.4%	94
2020 Q4	$1.43M	Sell	27,529 -3,833	-12%	-$196K	0.34%	105
2020 Q3	$1.57M	Buy	31,362 +5,886	+23%	+$295K	0.43%	92
2020 Q2	$1.24M	Sell	25,476 -707	-3%	-$33.6K	0.36%	96
2020 Q1	$1.16M	Buy	26,183 +1,902	+8%	+$94.1K	0.44%	90
2019 Q4	$1.26M	Sell	24,281 -1,560	-6%	-$80.2K	0.39%	89
2019 Q3	$1.33M	Buy	25,841 +1,746	+7%	+$89.6K	0.47%	86
2019 Q2	$1.23M	Sell	24,095 -392	-2%	-$19.8K	0.51%	71
2019 Q1	$1.23M	Buy	24,487 +1,268	+5%	+$62.8K	0.49%	80
2018 Q4	$1.11M	Sell	23,219 -12,598	-35%	-$614K	0.53%	71
2018 Q3	$1.78M	Sell	35,817 -25,546	-42%	-$1.27M	0.79%	52
2018 Q2	$3.04M	Buy	61,363 +790	+1%	+$39.5K	1.54%	9
2018 Q1	$3.03M	Buy	+60,573	New	+$3.07M	1.36%	12

Other funds holding BBHY

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Slow Capital's BBHY Position: Q1 2023 in Review

Slow Capital sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2023, closing a stake of 10,844 shares — an estimated $475K sold.

Slow Capital first reported a position in BBHY in Q1 2018 and held it in 20 quarters. The position peaked at $3.04M in Q2 2018. 72 funds tracked by Wall St. Rank hold BBHY as of Q1 2023.

Slow Capital reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Slow Capital sold 10,844 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $475K.
Slow Capital first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2018 and held it in 20 quarters.
Slow Capital's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $3.04M in Q2 2018.
72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Slow Capital's 13F filing for Q1 2023, filed 26 Apr 2023.