Cary Street Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Cary Street Partners’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	$347K	Sell	2,573 -2,455	-49%	-$321K	0.01%	765
2026 Q1	$589K	Buy	5,028 +4,015	+396%	+$492K	0.01%	555
2025 Q4	$125K	Sell	1,013 -90	-8%	-$11K	﹤0.01%	889
2025 Q3	$133K	Buy	+1,103	New	+$128K	﹤0.01%	841
2025 Q1	–	Sell	-1,013	Closed	-$107K	–	862
2024 Q4	$107K	Buy	+1,013	New	+$108K	﹤0.01%	775

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

Cary Street Partners's BBUS Position: Q2 2026 in Review

Cary Street Partners reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 49% in Q2 2026, selling an estimated $321K and leaving 2,573 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #765.

Cary Street Partners first reported a position in BBUS in Q4 2024 and has held it in 5 quarters since. The position peaked at $589K in Q1 2026. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Cary Street Partners held 2,573 shares of JPMorgan BetaBuilders US Equity ETF worth $347K as of Q2 2026.
Cary Street Partners sold 2,455 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $321K.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #765 holding.
Cary Street Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 5 quarters since.
Cary Street Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $589K in Q1 2026.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.