Steward Partners Investment Advisory’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Steward Partners Investment Advisory’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	$64.9K	Hold	1,417	–	–	﹤0.01%	2631
2025 Q4	$65.9K	Hold	1,417	–	–	﹤0.01%	2524
2025 Q3	$66.6K	Hold	1,417	–	–	﹤0.01%	2466
2025 Q2	$66.1K	Buy	1,417 +844	+147%	+$38.5K	﹤0.01%	2327
2025 Q1	$26.4K	Buy	573 +14	+3%	+$650	﹤0.01%	2676
2024 Q4	$25.8K	Hold	559	–	–	﹤0.01%	2663
2024 Q3	$26.5K	Hold	559	–	–	﹤0.01%	2535
2024 Q2	$25.6K	Hold	559	–	–	﹤0.01%	2415
2024 Q1	$25.8K	Hold	559	–	–	﹤0.01%	2410
2023 Q4	$25.7K	Hold	559	–	–	﹤0.01%	2290
2023 Q3	$24.5K	Hold	559	–	–	﹤0.01%	2211
2023 Q2	$24.9K	Hold	559	–	–	﹤0.01%	2182
2023 Q1	$25.1K	Hold	559	–	–	﹤0.01%	2153
2022 Q4	$24.5K	Hold	559	–	–	﹤0.01%	2141
2022 Q3	$24K	Hold	559	–	–	﹤0.01%	2131
2022 Q2	$24K	Hold	559	–	–	﹤0.01%	2137
2022 Q1	$27K	Hold	559	–	–	﹤0.01%	2217
2021 Q4	$29K	Hold	559	–	–	﹤0.01%	2157
2021 Q3	$29K	Hold	559	–	–	﹤0.01%	2149
2021 Q2	$29K	Hold	559	–	–	﹤0.01%	4304
2021 Q1	$28.8K	Buy	+559	New	+$28.9K	﹤0.01%	2285

Other funds holding BBHY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Steward Partners Investment Advisory's BBHY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q1 2026 at 1,417 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Steward Partners Investment Advisory first reported a position in BBHY in Q1 2021 and has held it in 21 quarters since. The position peaked at $66.6K in Q3 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Steward Partners Investment Advisory held 1,417 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $64.9K as of Q1 2026.
Steward Partners Investment Advisory left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2631 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $66.6K 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.