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Blue Oak Capital’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Blue Oak Capital’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
2025
Q2 		$11.1M Sell
99,537
-21,434
-18% -$2.22M 5.85% 4
2025
Q1 		$12.2M Sell
120,971
-1,544
-1% -$164K 6.74% 4
2024
Q4 		$13M Buy
+122,515
New +$13.1M 7.88% 3

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Blue Oak Capital's BBUS Position: Q2 2025 in Review

Blue Oak Capital reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 18% in Q2 2025, selling an estimated $2.22M and leaving 99,537 shares worth $11.1M. The position accounts for 5.85% of the portfolio, ranked #4.

Blue Oak Capital first reported a position in BBUS in Q4 2024 and has held it in 3 quarters since. The position peaked at $13M in Q4 2024. 173 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

  • Blue Oak Capital held 99,537 shares of JPMorgan BetaBuilders US Equity ETF worth $11.1M as of Q2 2025.
  • Blue Oak Capital sold 21,434 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $2.22M.
  • JPMorgan BetaBuilders US Equity ETF made up 5.85% of Blue Oak Capital's portfolio in Q2 2025, its #4 holding.
  • Blue Oak Capital first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's JPMorgan BetaBuilders US Equity ETF position peaked at $13M in Q4 2024.
  • 173 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.