Adirondack Trust Company’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Adirondack Trust Company’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	$1.14M	Buy	8,465 +759	+10%	+$99.2K	0.34%	57
2026 Q1	$903K	Buy	7,706 +1,281	+20%	+$157K	0.3%	67
2025 Q4	$792K	Buy	6,425 +1,810	+39%	+$222K	0.26%	77
2025 Q3	$557K	Buy	4,615 +1,680	+57%	+$195K	0.19%	92
2025 Q2	$328K	Buy	2,935 +593	+25%	+$61.3K	0.12%	108
2025 Q1	$236K	Buy	2,342 +1,826	+354%	+$194K	0.09%	132
2024 Q4	$54.6K	Buy	+516	New	+$55K	0.02%	232

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

Adirondack Trust Company's BBUS Position: Q2 2026 in Review

Adirondack Trust Company increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 9.8% in Q2 2026, buying an estimated $99.2K and bringing the position to 8,465 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #57.

Adirondack Trust Company 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.

Adirondack Trust Company held 8,465 shares of JPMorgan BetaBuilders US Equity ETF worth $1.14M as of Q2 2026.
Adirondack Trust Company bought 759 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $99.2K.
JPMorgan BetaBuilders US Equity ETF made up 0.34% of Adirondack Trust Company's portfolio in Q2 2026, its #57 holding.
Adirondack Trust Company 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 Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.