Summit Financial’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Summit Financial’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	$2.86M	Sell	62,060 -2,121	-3%	-$97.7K	0.03%	519
2026 Q1	$2.94M	Buy	+64,181	New	+$2.98M	0.04%	465

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

Summit Financial's BBHY Position: Q2 2026 in Review

Summit Financial reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 3.3% in Q2 2026, selling an estimated $97.7K and leaving 62,060 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #519.

Summit Financial first reported a position in BBHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.94M in Q1 2026. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Summit Financial held 62,060 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $2.86M as of Q2 2026.
Summit Financial sold 2,121 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $97.7K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #519 holding.
Summit Financial first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Summit Financial's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.94M in Q1 2026.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.