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Evergreen Wealth Solutions’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Evergreen Wealth Solutions’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 		$2.07M Buy
+14,778
New +$1.93M 0.11% 135

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

Evergreen Wealth Solutions's BBUS Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 14,778 shares worth $2.07M. The stake represents 0.11% of the portfolio and ranks #135 among its holdings.

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

  • Evergreen Wealth Solutions held 14,778 shares of JPMorgan BetaBuilders US Equity ETF worth $2.07M as of Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up 0.11% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #135 holding.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.