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

EverSource 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	$6.79K	Hold	50	–	–	﹤0.01%	3128
2026 Q1	$5.89K	Sell	50 -80	-62%	-$9.81K	﹤0.01%	3187
2025 Q4	$16K	Hold	130	–	–	﹤0.01%	2534
2025 Q3	$15.7K	Buy	130 +1	+0.8%	+$116	﹤0.01%	2533
2025 Q2	$14.5K	Hold	129	–	–	﹤0.01%	2556
2025 Q1	$13K	Hold	129	–	–	﹤0.01%	1957
2024 Q4	$13.6K	Buy	129 +1	+0.8%	+$107	﹤0.01%	1844
2024 Q3	$13.3K	Hold	128	–	–	﹤0.01%	1709
2024 Q2	$12.7K	Buy	128 +1	+0.8%	+$94	﹤0.01%	1732
2024 Q1	$11.5K	Hold	127	–	–	﹤0.01%	1614
2023 Q4	$10.9K	Buy	127 +1	+0.8%	+$80	﹤0.01%	1521
2023 Q3	$9.75K	Hold	126	–	–	﹤0.01%	1430
2023 Q2	$10K	Buy	+126	New	+$9.5K	﹤0.01%	1434

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

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

EverSource Wealth Advisors held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 50 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

EverSource Wealth Advisors first reported a position in BBUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $16K in Q4 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

EverSource Wealth Advisors held 50 shares of JPMorgan BetaBuilders US Equity ETF worth $6.79K as of Q2 2026.
EverSource Wealth Advisors left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3128 holding.
EverSource Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $16K in Q4 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.