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

Drive 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	$27.3M	Buy	202,739 +34,243	+20%	+$4.47M	4.87%	2
2026 Q1	$19.7M	Buy	168,496 +22,103	+15%	+$2.71M	4.17%	3
2025 Q4	$18.1M	Sell	146,393 -10,743	-7%	-$1.31M	3.52%	3
2025 Q3	$19M	Buy	157,136 +24,214	+18%	+$2.81M	4.02%	3
2025 Q2	$14.9M	Buy	132,922 +20,375	+18%	+$2.11M	3.26%	3
2025 Q1	$11.4M	Buy	112,547 +32,187	+40%	+$3.42M	2.67%	6
2024 Q4	$8.51M	Buy	80,360 +70,139	+686%	+$7.47M	2.09%	9
2024 Q3	$1.06M	Buy	+10,221	New	+$1.02M	0.28%	71

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

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

Drive Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 20% in Q2 2026, buying an estimated $4.47M and bringing the position to 202,739 shares worth $27.3M. The position accounts for 4.87% of the portfolio, ranked #2.

Drive Wealth Management first reported a position in BBUS in Q3 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Drive Wealth Management held 202,739 shares of JPMorgan BetaBuilders US Equity ETF worth $27.3M as of Q2 2026.
Drive Wealth Management bought 34,243 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $4.47M.
JPMorgan BetaBuilders US Equity ETF made up 4.87% of Drive Wealth Management's portfolio in Q2 2026, its #2 holding.
Drive Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 8 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

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