AWM
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AE Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

AE Wealth 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 		$106K Hold
787
– – ﹤0.01% 1897
2026
Q1 		$92.2K Sell
787
-720
-48% -$88.3K ﹤0.01% 1818
2025
Q4 		$186K Buy
1,507
+1,409
+1,438% +$172K ﹤0.01% 1537
2025
Q3 		$11.8K Buy
98
+55
+128% +$6.39K ﹤0.01% 1980
2025
Q2 		$4.81K Sell
43
-76
-64% -$7.86K ﹤0.01% 1962
2025
Q1 		$12K Buy
+119
New +$12.7K ﹤0.01% 1832

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

AE Wealth Management's BBUS Position: Q2 2026 in Review

AE Wealth Management held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 787 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

AE Wealth Management first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $186K in Q4 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • AE Wealth Management held 787 shares of JPMorgan BetaBuilders US Equity ETF worth $106K as of Q2 2026.
  • AE Wealth Management left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1897 holding.
  • AE Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • AE Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $186K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.