Betterment LLC’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Betterment LLC’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	$355K	Buy	+2,635	New	+$344K	﹤0.01%	549
2026 Q1	–	Sell	-1,806	Closed	-$223K	–	617
2025 Q4	$223K	Buy	1,806 +120	+7%	+$14.7K	﹤0.01%	535
2025 Q3	$203K	Sell	1,686 -363	-18%	-$42.2K	﹤0.01%	518
2025 Q2	$229K	Sell	2,049 -4,489	-69%	-$464K	﹤0.01%	474
2025 Q1	$660K	Sell	6,538 -1,159	-15%	-$123K	﹤0.01%	302
2024 Q4	$815K	Sell	7,697 -2,514	-25%	-$268K	﹤0.01%	270
2024 Q3	$1.06M	Buy	10,211 +284	+3%	+$28.3K	﹤0.01%	232
2024 Q2	$974K	Buy	9,927 +4,507	+83%	+$426K	﹤0.01%	223
2024 Q1	$512K	Buy	5,420 +2,784	+106%	+$250K	﹤0.01%	259
2023 Q4	$226K	Buy	+2,636	New	+$212K	﹤0.01%	309

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

Betterment LLC's BBUS Position: Q2 2026 in Review

Betterment LLC opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 2,635 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Betterment LLC previously reported a position in BBUS as recently as Q4 2025.

Betterment LLC first reported a position in BBUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2024. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Betterment LLC held 2,635 shares of JPMorgan BetaBuilders US Equity ETF worth $355K as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new Betterment LLC position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #549 holding.
Betterment LLC first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Betterment LLC's JPMorgan BetaBuilders US Equity ETF position peaked at $1.06M in Q3 2024.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.