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WR Wealth Planners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.21K Hold
48
– – ﹤0.01% 840
2024
Q3 		$2.27K Buy
+48
New +$2.23K ﹤0.01% 881

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WR Wealth Planners's BBHY Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q4 2024 at 48 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

WR Wealth Planners first reported a position in BBHY in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.27K in Q3 2024. 105 funds tracked by Wall St. Rank hold BBHY as of Q4 2024.

  • WR Wealth Planners held 48 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $2.21K as of Q4 2024.
  • WR Wealth Planners left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q4 2024.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #840 holding.
  • WR Wealth Planners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.27K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.