Spire Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Spire Wealth 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	$691	Buy	15 +2	+15%	+$92	﹤0.01%	2187
2026 Q1	$596	Buy	13 +2	+18%	+$93	﹤0.01%	2226
2025 Q4	$512	Buy	+11	New	+$512	﹤0.01%	2295
2024 Q3	–	Sell	-12	Closed	-$549	–	2169
2024 Q2	$549	Buy	+12	New	+$547	﹤0.01%	2187
2024 Q1	–	Sell	-20	Closed	-$917	–	2310
2023 Q4	$917	Sell	20 -17	-46%	-$754	﹤0.01%	2282
2023 Q3	$1.62K	Buy	+37	New	+$1.64K	﹤0.01%	2167

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 22.96% 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

Spire Wealth Management's BBHY Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 15% in Q2 2026, buying an estimated $92 and bringing the position to 15 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Spire Wealth Management first reported a position in BBHY in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.62K in Q3 2023. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Spire Wealth Management held 15 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $691 as of Q2 2026.
Spire Wealth Management bought 2 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $92.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2187 holding.
Spire Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 6 quarters since.
Spire Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.62K in Q3 2023.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.