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Brown Financial Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Brown Financial 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
Q1 		$447K Buy
3,818
+1,205
+46% +$148K 0.17% 119
2025
Q4 		$322K Sell
2,613
-54
-2% -$6.61K 0.12% 135
2025
Q3 		$322K Sell
2,667
-28,442
-91% -$3.3M 0.12% 135
2025
Q2 		$3.48M Sell
31,109
-498
-2% -$51.5K 1.36% 21
2025
Q1 		$3.19M Buy
+31,607
New +$3.36M 1.31% 23

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

Brown Financial Advisors's BBUS Position: Q1 2026 in Review

Brown Financial Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 46% in Q1 2026, buying an estimated $148K and bringing the position to 3,818 shares worth $447K. The position accounts for 0.17% of the portfolio, ranked #119.

Brown Financial Advisors first reported a position in BBUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q2 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Brown Financial Advisors held 3,818 shares of JPMorgan BetaBuilders US Equity ETF worth $447K as of Q1 2026.
  • Brown Financial Advisors bought 1,205 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $148K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.17% of Brown Financial Advisors's portfolio in Q1 2026, its #119 holding.
  • Brown Financial Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Brown Financial Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $3.48M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.