Envestnet Asset Management
BBUS icon

Envestnet Asset Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Envestnet Asset 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 		$239M Buy
2,043,584
+212,896
+12% +$26.1M 0.06% 278
2025
Q4 		$226M Buy
1,830,688
+32,993
+2% +$4.04M 0.07% 269
2025
Q3 		$217M Buy
1,797,695
+165,852
+10% +$19.3M 0.06% 289
2025
Q2 		$183M Buy
1,631,843
+41,640
+3% +$4.31M 0.05% 333
2025
Q1 		$160M Buy
1,590,203
+329,160
+26% +$35M 0.05% 344
2024
Q4 		$134M Buy
1,261,043
+93,154
+8% +$9.93M 0.04% 382
2024
Q3 		$121M Buy
1,167,889
+299,724
+35% +$29.9M 0.04% 417
2024
Q2 		$85.2M Buy
868,165
+106,181
+14% +$10M 0.03% 495
2024
Q1 		$72M Buy
761,984
+209,705
+38% +$18.9M 0.03% 532
2023
Q4 		$47.4M Buy
552,279
+182,063
+49% +$14.6M 0.02% 634
2023
Q3 		$28.5M Buy
370,216
+328,255
+782% +$26.3M 0.01% 803
2023
Q2 		$3.34M Sell
41,961
-8,309
-17% -$626K ﹤0.01% 1948
2023
Q1 		$3.7M Buy
50,270
+9,340
+23% +$669K ﹤0.01% 1815
2022
Q4 		$2.81M Buy
40,930
+6,738
+20% +$465K ﹤0.01% 1952
2022
Q3 		$2.2M Sell
34,192
-3,579
-9% -$256K ﹤0.01% 2026
2022
Q2 		$2.56M Buy
37,771
+10,769
+40% +$795K ﹤0.01% 1943
2022
Q1 		$2.21M Buy
27,002
+6,178
+30% +$498K ﹤0.01% 2144
2021
Q4 		$1.8M Sell
20,824
-743
-3% -$62.4K ﹤0.01% 2247
2021
Q3 		$1.7M Buy
21,567
+3,889
+22% +$315K ﹤0.01% 2196
2021
Q2 		$1.39M Buy
+17,678
New +$1.35M ﹤0.01% 2314

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
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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management's BBUS Position: Q1 2026 in Review

Envestnet Asset Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 12% in Q1 2026, buying an estimated $26.1M and bringing the position to 2,043,584 shares worth $239M. The position accounts for 0.06% of the portfolio, ranked #278.

Envestnet Asset Management first reported a position in BBUS in Q2 2021 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Envestnet Asset Management held 2,043,584 shares of JPMorgan BetaBuilders US Equity ETF worth $239M as of Q1 2026.
  • Envestnet Asset Management bought 212,896 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $26.1M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.06% of Envestnet Asset Management's portfolio in Q1 2026, its #278 holding.
  • Envestnet Asset Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.