EP Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

EP Wealth Advisors’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	$118K	Buy	+873	New	+$114K	﹤0.01%	1640

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

EP Wealth Advisors's BBUS Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 873 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1640 among its holdings.

228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

EP Wealth Advisors held 873 shares of JPMorgan BetaBuilders US Equity ETF worth $118K as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new EP Wealth Advisors position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1640 holding.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.