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Concurrent Investment Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Concurrent Investment 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
Q2 		$262K Sell
1,943
-51
-3% -$6.67K ﹤0.01% 1780
2026
Q1 		$234K Hold
1,994
– – ﹤0.01% 1649
2025
Q4 		$246K Buy
+1,994
New +$244K ﹤0.01% 1515

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

Concurrent Investment Advisors's BBUS Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.6% in Q2 2026, selling an estimated $6.67K and leaving 1,943 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 1,943 shares of JPMorgan BetaBuilders US Equity ETF worth $262K as of Q2 2026.
  • Concurrent Investment Advisors sold 51 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $6.67K.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1780 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.