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

Summit Wealth Partners’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
2021 Q4	–	Sell	-6,200	Closed	-$323K	–	166
2021 Q3	$323K	Hold	6,200	–	–	0.08%	117
2021 Q2	$324K	Hold	6,200	–	–	0.08%	122
2021 Q1	$320K	Hold	6,200	–	–	0.08%	118
2020 Q4	$322K	Hold	6,200	–	–	0.09%	110
2020 Q3	$310K	Hold	6,200	–	–	0.09%	116
2020 Q2	$301K	Hold	6,200	–	–	0.1%	112
2020 Q1	$275K	Hold	6,200	–	–	0.11%	90
2019 Q4	$321K	Buy	+6,200	New	+$319K	0.11%	88

Other funds holding BBHY

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

Summit Wealth Partners's BBHY Position: Q4 2021 in Review

Summit Wealth Partners sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2021, closing a stake of 6,200 shares — an estimated $323K sold.

Summit Wealth Partners first reported a position in BBHY in Q4 2019 and held it in 8 quarters. The position peaked at $324K in Q2 2021. 84 funds tracked by Wall St. Rank hold BBHY as of Q4 2021.

Summit Wealth Partners reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Summit Wealth Partners sold 6,200 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $323K.
Summit Wealth Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Summit Wealth Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $324K in Q2 2021.
84 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Summit Wealth Partners's 13F filing for Q4 2021, filed 10 Sep 2024.