Bank of Montreal
BBUS icon

Bank of Montreal’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Bank of Montreal’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
Q1 		$9.96K Hold
85
– – ﹤0.01% 3564
2025
Q4 		$10.5K Hold
85
– – ﹤0.01% 3419
2025
Q3 		$10.3K Buy
+85
New +$9.87K ﹤0.01% 3359

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal's BBUS Position: Q1 2026 in Review

Bank of Montreal held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q1 2026 at 85 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Bank of Montreal first reported a position in BBUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Bank of Montreal held 85 shares of JPMorgan BetaBuilders US Equity ETF worth $9.96K as of Q1 2026.
  • Bank of Montreal left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3564 holding.
  • Bank of Montreal first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Bank of Montreal's JPMorgan BetaBuilders US Equity ETF position peaked at $10.5K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.