Advisors Capital Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Advisors Capital Management’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	$649K	Hold	4,819	–	–	0.01%	399
2026 Q1	$565K	Hold	4,819	–	–	0.01%	370
2025 Q4	$594K	Hold	4,819	–	–	0.01%	373
2025 Q3	$581K	Buy	+4,819	New	+$560K	0.01%	365

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

Advisors Capital Management's BBUS Position: Q2 2026 in Review

Advisors Capital Management held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 4,819 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #399.

Advisors Capital Management first reported a position in BBUS in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Advisors Capital Management held 4,819 shares of JPMorgan BetaBuilders US Equity ETF worth $649K as of Q2 2026.
Advisors Capital Management left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #399 holding.
Advisors Capital Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.