AssetMark Inc
BBUS icon

AssetMark Inc’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

AssetMark Inc’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 		$84.6M Buy
627,996
+57,748
+10% +$7.55M 0.15% 121
2026
Q1 		$66.8M Buy
570,248
+14,870
+3% +$1.82M 0.14% 132
2025
Q4 		$68.5M Buy
555,378
+7,272
+1% +$890K 0.14% 130
2025
Q3 		$66.1M Buy
548,106
+82,848
+18% +$9.62M 0.14% 132
2025
Q2 		$52.1M Sell
465,258
-52,812
-10% -$5.46M 0.12% 146
2025
Q1 		$52.3M Buy
518,070
+3,347
+0.7% +$356K 0.14% 136
2024
Q4 		$54.5M Sell
514,723
-41,190
-7% -$4.39M 0.15% 129
2024
Q3 		$57.6M Buy
555,913
+89,669
+19% +$8.95M 0.16% 123
2024
Q2 		$45.7M Sell
466,244
-16,262
-3% -$1.54M 0.14% 141
2024
Q1 		$45.6M Sell
482,506
-191,403
-28% -$17.2M 0.15% 132
2023
Q4 		$57.9M Buy
673,909
+110,790
+20% +$8.91M 0.21% 103
2023
Q3 		$43.4M Buy
563,119
+138,127
+33% +$11.1M 0.17% 129
2023
Q2 		$33.9M Sell
424,992
-22,341
-5% -$1.68M 0.13% 153
2023
Q1 		$32.9M Sell
447,333
-50,083
-10% -$3.59M 0.14% 148
2022
Q4 		$34.1M Sell
497,416
-62,083
-11% -$4.29M 0.15% 138
2022
Q3 		$36M Sell
559,499
-136,349
-20% -$9.74M 0.17% 120
2022
Q2 		$47.2M Buy
695,848
+102,145
+17% +$7.54M 0.21% 111
2022
Q1 		$48.6M Buy
593,703
+184,502
+45% +$14.9M 0.2% 111
2021
Q4 		$35.4M Buy
409,201
+125,695
+44% +$10.6M 0.15% 148
2021
Q3 		$22.3M Buy
+283,506
New +$23M 0.1% 169

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

AssetMark Inc's BBUS Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 10% in Q2 2026, buying an estimated $7.55M and bringing the position to 627,996 shares worth $84.6M. The position accounts for 0.15% of the portfolio, ranked #121.

AssetMark Inc first reported a position in BBUS in Q3 2021 and has held it in 20 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • AssetMark Inc held 627,996 shares of JPMorgan BetaBuilders US Equity ETF worth $84.6M as of Q2 2026.
  • AssetMark Inc bought 57,748 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $7.55M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.15% of AssetMark Inc's portfolio in Q2 2026, its #121 holding.
  • AssetMark Inc first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.