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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
Q3 		$1.24M Buy
9,038
+573
+7% +$78.5K 0.39% 59
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

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Adirondack Trust Company's BBUS Position: Q3 2026 in Review

Adirondack Trust Company increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 6.8% in Q3 2026, buying an estimated $78.5K and bringing the position to 9,038 shares worth $1.24M. The position accounts for 0.39% of the portfolio, ranked #59.

Adirondack Trust Company first reported a position in BBUS in Q4 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Adirondack Trust Company held 9,038 shares of JPMorgan BetaBuilders US Equity ETF worth $1.24M as of Q3 2026.
  • Adirondack Trust Company bought 573 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $78.5K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.39% of Adirondack Trust Company's portfolio in Q3 2026, its #59 holding.
  • Adirondack Trust Company first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Adirondack Trust Company's 13F filing for Q3 2026, filed 14 Oct 2026.