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

Capital Analysts 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 		$592K Buy
4,398
+3,134
+248% +$410K 0.01% 464
2026
Q1 		$148K Buy
1,264
+1,181
+1,423% +$145K ﹤0.01% 700
2025
Q4 		$10K Buy
+83
New +$10.2K ﹤0.01% 1236

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

Capital Analysts LLC's BBUS Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 248% in Q2 2026, buying an estimated $410K and bringing the position to 4,398 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #464.

Capital Analysts LLC first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Capital Analysts LLC held 4,398 shares of JPMorgan BetaBuilders US Equity ETF worth $592K as of Q2 2026.
  • Capital Analysts LLC bought 3,134 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $410K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #464 holding.
  • Capital Analysts LLC first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.