Beacon Pointe Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Beacon Pointe Advisors’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	$363K	Hold	2,693	–	–	﹤0.01%	1502
2026 Q1	$316K	Hold	2,693	–	–	﹤0.01%	1509
2025 Q4	$332K	Hold	2,693	–	–	﹤0.01%	1215
2025 Q3	$325K	Hold	2,693	–	–	﹤0.01%	1152
2025 Q2	$301K	Hold	2,693	–	–	﹤0.01%	1049
2025 Q1	$272K	Buy	+2,693	New	+$286K	﹤0.01%	1062

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

Beacon Pointe Advisors's BBUS Position: Q2 2026 in Review

Beacon Pointe Advisors held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 2,693 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Beacon Pointe Advisors first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Beacon Pointe Advisors held 2,693 shares of JPMorgan BetaBuilders US Equity ETF worth $363K as of Q2 2026.
Beacon Pointe Advisors left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1502 holding.
Beacon Pointe Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.