CWM
BBUS icon

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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Wealth Management's BBUS Position: Q1 2026 in Review

Cornerstone Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.45% in Q1 2026, buying an estimated $372K and bringing the position to 673,279 shares worth $78.9M. The position accounts for 3.95% of the portfolio, ranked #2.

Cornerstone Wealth Management first reported a position in BBUS in Q1 2022 and has held it in 16 quarters since. The position peaked at $82.6M in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Cornerstone Wealth Management held 673,279 shares of JPMorgan BetaBuilders US Equity ETF worth $78.9M as of Q1 2026.
  • Cornerstone Wealth Management bought 3,036 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $372K.
  • JPMorgan BetaBuilders US Equity ETF made up 3.95% of Cornerstone Wealth Management's portfolio in Q1 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 16 quarters since.
  • Cornerstone Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $82.6M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.