Cherry Tree Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Cherry Tree Wealth Management’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	$19.5K	Hold	166	–	–	﹤0.01%	357
2025 Q4	$20.5K	Hold	166	–	–	﹤0.01%	353
2025 Q3	$20K	Sell	166 -42	-20%	-$4.88K	﹤0.01%	342
2025 Q2	$23.3K	Hold	208	–	–	0.01%	323
2025 Q1	$21K	Hold	208	–	–	0.01%	349
2024 Q4	$22K	Hold	208	–	–	0.01%	326
2024 Q3	$21.5K	Buy	+208	New	+$20.8K	0.01%	335

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cherry Tree Wealth Management's BBUS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q1 2026 at 166 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Cherry Tree Wealth Management first reported a position in BBUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $23.3K in Q2 2025. 221 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Cherry Tree Wealth Management held 166 shares of JPMorgan BetaBuilders US Equity ETF worth $19.5K as of Q1 2026.
Cherry Tree Wealth Management left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #357 holding.
Cherry Tree Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 7 quarters since.
Cherry Tree Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $23.3K in Q2 2025.
221 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.