Clear Creek Financial Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Clear Creek Financial 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 Q2	$3.57M	Sell	26,533 -1,180	-4%	-$154K	0.23%	106
2026 Q1	$3.25M	Buy	27,713 +971	+4%	+$119K	0.25%	93
2025 Q4	$3.3M	Buy	26,742 +7,823	+41%	+$957K	0.27%	85
2025 Q3	$2.28M	Sell	18,919 -19	-0.1%	-$2.21K	0.2%	118
2025 Q2	$2.12M	Buy	18,938 +2,168	+13%	+$224K	0.2%	116
2025 Q1	$1.69M	Buy	+16,770	New	+$1.78M	0.18%	116

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

Clear Creek Financial Management's BBUS Position: Q2 2026 in Review

Clear Creek Financial Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 4.3% in Q2 2026, selling an estimated $154K and leaving 26,533 shares worth $3.57M. The position accounts for 0.23% of the portfolio, ranked #106.

Clear Creek Financial Management first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Clear Creek Financial Management held 26,533 shares of JPMorgan BetaBuilders US Equity ETF worth $3.57M as of Q2 2026.
Clear Creek Financial Management sold 1,180 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $154K.
JPMorgan BetaBuilders US Equity ETF made up 0.23% of Clear Creek Financial Management's portfolio in Q2 2026, its #106 holding.
Clear Creek Financial Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.