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3Chopt Investment Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

3Chopt Investment Partners’s Portfolio BBUS Stock Details BBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33M Sell
47,005
-2,287
-5% -$299K 1.19% 14
2026
Q1 		$5.78M Buy
49,292
+926
+2% +$114K 1.32% 12
2025
Q4 		$5.96M Buy
48,366
+2,075
+4% +$254K 1.34% 13
2025
Q3 		$5.59M Buy
46,291
+4,049
+10% +$470K 1.27% 14
2025
Q2 		$4.73M Sell
42,242
-6,594
-14% -$682K 1.14% 15
2025
Q1 		$4.93M Buy
48,836
+9,253
+23% +$984K 1.29% 12
2024
Q4 		$4.19M Buy
39,583
+6,920
+21% +$737K 1.44% 12
2024
Q3 		$3.38M Buy
32,663
+4,076
+14% +$407K 1.21% 23
2024
Q2 		$2.8M Sell
28,587
-2,260
-7% -$214K 0.86% 29
2024
Q1 		$2.91M Buy
30,847
+347
+1% +$31.2K 1.2% 24
2023
Q4 		$2.62M Buy
+30,500
New +$2.45M 0.96% 21

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

3Chopt Investment Partners's BBUS Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 4.6% in Q2 2026, selling an estimated $299K and leaving 47,005 shares worth $6.33M. The position accounts for 1.19% of the portfolio, ranked #14.

3Chopt Investment Partners first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • 3Chopt Investment Partners held 47,005 shares of JPMorgan BetaBuilders US Equity ETF worth $6.33M as of Q2 2026.
  • 3Chopt Investment Partners sold 2,287 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $299K.
  • JPMorgan BetaBuilders US Equity ETF made up 1.19% of 3Chopt Investment Partners's portfolio in Q2 2026, its #14 holding.
  • 3Chopt Investment Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.