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

Cornerstone 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 Q2	$89.2M	Sell	662,346 -10,933	-2%	-$1.43M	3.83%	2
2026 Q1	$78.9M	Buy	673,279 +3,036	+0.5%	+$372K	3.95%	2
2025 Q4	$82.6M	Sell	670,243 -10,138	-1%	-$1.24M	4.3%	2
2025 Q3	$82.1M	Sell	680,381 -7,305	-1%	-$848K	4.53%	2
2025 Q2	$77M	Sell	687,686 -35,896	-5%	-$3.71M	4.67%	1
2025 Q1	$73M	Buy	723,582 +18,013	+3%	+$1.92M	4.94%	2
2024 Q4	$74.7M	Buy	705,569 +28,118	+4%	+$3M	5.05%	2
2024 Q3	$70.2M	Buy	677,451 +29,228	+5%	+$2.92M	4.94%	2
2024 Q2	$63.6M	Buy	648,223 +41,607	+7%	+$3.93M	4.89%	2
2024 Q1	$57.3M	Sell	606,616 -19,269	-3%	-$1.73M	4.64%	2
2023 Q4	$53.8M	Buy	625,885 +48,757	+8%	+$3.92M	4.62%	2
2023 Q3	$44.5M	Sell	577,128 -166	-0%	-$13.3K	4.2%	2
2023 Q2	$46M	Buy	577,294 +7,350	+1%	+$554K	4.11%	2
2023 Q1	$41.9M	Buy	+569,944	New	+$40.8M	4.12%	2
2022 Q3	$37.5M	Sell	583,579 -32,095	-5%	-$2.29M	4.18%	3
2022 Q2	$41.7M	Buy	615,674 +75,957	+14%	+$5.61M	4.63%	3
2022 Q1	$44.2M	Buy	+539,717	New	+$43.5M	4.29%	3

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

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

Cornerstone Wealth Management's BBUS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.6% in Q2 2026, selling an estimated $1.43M and leaving 662,346 shares worth $89.2M. The position accounts for 3.83% of the portfolio, ranked #2.

Cornerstone Wealth Management first reported a position in BBUS in Q1 2022 and has held it in 17 quarters since. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Cornerstone Wealth Management held 662,346 shares of JPMorgan BetaBuilders US Equity ETF worth $89.2M as of Q2 2026.
Cornerstone Wealth Management sold 10,933 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $1.43M.
JPMorgan BetaBuilders US Equity ETF made up 3.83% of Cornerstone Wealth Management's portfolio in Q2 2026, its #2 holding.
Cornerstone Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 17 quarters since.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.