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

Diversify 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 		$1.62M Sell
12,184
-98
-0.8% -$12.8K 0.03% 486
2026
Q1 		$1.58M Sell
12,282
-3,394
-22% -$416K 0.03% 453
2025
Q4 		$1.97M Buy
+15,676
New +$1.92M 0.09% 214

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

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

Diversify Wealth Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.8% in Q2 2026, selling an estimated $12.8K and leaving 12,184 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #486.

Diversify Wealth Management first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.97M in Q4 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Diversify Wealth Management held 12,184 shares of JPMorgan BetaBuilders US Equity ETF worth $1.62M as of Q2 2026.
  • Diversify Wealth Management sold 98 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $12.8K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Diversify Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $1.97M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.