5T Wealth’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

5T Wealth’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	$17.9M	Buy	132,571 +2,568	+2%	+$336K	6.65%	1
2026 Q1	$15.2M	Sell	130,003 -1,324	-1%	-$162K	6.02%	2
2025 Q4	$16.2M	Buy	131,327 +15,117	+13%	+$1.85M	6.47%	2
2025 Q3	$14M	Buy	116,210 +15,431	+15%	+$1.79M	6.11%	2
2025 Q2	$11.3M	Buy	100,779 +10,777	+12%	+$1.11M	5.36%	3
2025 Q1	$9.08M	Sell	90,002 -6,791	-7%	-$722K	4.87%	3
2024 Q4	$10.3M	Buy	+96,793	New	+$10.3M	5.61%	3

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

5T Wealth's BBUS Position: Q2 2026 in Review

5T Wealth increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2% in Q2 2026, buying an estimated $336K and bringing the position to 132,571 shares worth $17.9M. The position accounts for 6.65% of the portfolio, ranked #1.

5T Wealth first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

5T Wealth held 132,571 shares of JPMorgan BetaBuilders US Equity ETF worth $17.9M as of Q2 2026.
5T Wealth bought 2,568 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $336K.
JPMorgan BetaBuilders US Equity ETF made up 6.65% of 5T Wealth's portfolio in Q2 2026, its #1 holding.
5T Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.