Betterment LLC
BBUS icon

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
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
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 $374B AUM 17.66% 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 $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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 $49B AUM 17.78% 1-Year Est. Return