EH
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Equitable Holdings’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Equitable Holdings’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 		$9.52M Buy
70,693
+28,216
+66% +$3.69M 0.06% 298
2026
Q1 		$5.24M Buy
42,477
+2,389
+6% +$293K 0.03% 418
2025
Q4 		$4.94M Buy
40,088
+835
+2% +$102K 0.03% 378
2025
Q3 		$4.74M Buy
39,253
+8,379
+27% +$973K 0.03% 367
2025
Q2 		$3.46M Sell
30,874
-11,859
-28% -$1.23M 0.03% 420
2025
Q1 		$4.31M Sell
42,733
-7,033
-14% -$748K 0.04% 321
2024
Q4 		$5.27M Sell
49,766
-116
-0.2% -$12.4K 0.05% 273
2024
Q3 		$5.17M Buy
+49,882
New +$4.98M 0.05% 272

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

Equitable Holdings's BBUS Position: Q2 2026 in Review

Equitable Holdings increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 66% in Q2 2026, buying an estimated $3.69M and bringing the position to 70,693 shares worth $9.52M. The position accounts for 0.06% of the portfolio, ranked #298.

Equitable Holdings 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.

  • Equitable Holdings held 70,693 shares of JPMorgan BetaBuilders US Equity ETF worth $9.52M as of Q2 2026.
  • Equitable Holdings bought 28,216 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $3.69M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #298 holding.
  • Equitable Holdings 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.