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Ascent Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Ascent Group’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 		$13.1M Buy
97,518
+1,571
+2% +$205K 0.39% 59
2026
Q1 		$11.2M Buy
95,947
+3,110
+3% +$381K 0.39% 57
2025
Q4 		$11.4M Buy
92,837
+5,798
+7% +$710K 0.39% 52
2025
Q3 		$10.5M Buy
87,039
+41,791
+92% +$4.85M 0.37% 55
2025
Q2 		$5.06M Buy
45,248
+3,321
+8% +$343K 0.2% 106
2025
Q1 		$4.23M Buy
41,927
+2,805
+7% +$298K 0.18% 124
2024
Q4 		$4.14M Sell
39,122
-923
-2% -$98.4K 0.31% 81
2024
Q3 		$4.15M Buy
40,045
+549
+1% +$54.8K 0.31% 78
2024
Q2 		$3.88M Buy
39,496
+2,060
+6% +$195K 0.32% 75
2024
Q1 		$3.54M Sell
37,436
-3,480
-9% -$313K 0.31% 77
2023
Q4 		$3.7M Buy
40,916
+8,699
+27% +$699K 0.35% 64
2023
Q3 		$2.52M Buy
32,217
+13,241
+70% +$1.06M 0.28% 95
2023
Q2 		$1.53M Buy
18,976
+7,175
+61% +$541K 0.17% 177
2023
Q1 		$868K Sell
11,801
-899
-7% -$64.4K 0.09% 250
2022
Q4 		$870K Sell
12,700
-2,339
-16% -$161K 0.1% 233
2022
Q3 		$1.04M Sell
15,039
-5,461
-27% -$390K 0.13% 204
2022
Q2 		$1.52M Buy
20,500
+1,400
+7% +$103K 0.18% 170
2022
Q1 		$1.56M Buy
19,100
+4,974
+35% +$401K 0.18% 180
2021
Q4 		$1.12M Buy
+14,126
New +$1.19M 0.14% 204

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

Ascent Group's BBUS Position: Q2 2026 in Review

Ascent Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.6% in Q2 2026, buying an estimated $205K and bringing the position to 97,518 shares worth $13.1M. The position accounts for 0.39% of the portfolio, ranked #59.

Ascent Group first reported a position in BBUS in Q4 2021 and has held it in 19 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Ascent Group held 97,518 shares of JPMorgan BetaBuilders US Equity ETF worth $13.1M as of Q2 2026.
  • Ascent Group bought 1,571 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $205K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.39% of Ascent Group's portfolio in Q2 2026, its #59 holding.
  • Ascent Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.