FFA
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Farther Finance Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Farther Finance 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
Q3 		$7.18M Sell
52,224
-15,753
-23% -$2.16M 0.05% 339
2026
Q2 		$9.15M Buy
67,977
+43,719
+180% +$5.71M 0.07% 240
2026
Q1 		$2.86M Buy
24,258
+533
+2% +$65.4K 0.03% 511
2025
Q4 		$2.93M Buy
23,725
+2,803
+13% +$343K 0.03% 454
2025
Q3 		$2.52M Sell
20,922
-3,043
-13% -$353K 0.04% 371
2025
Q2 		$2.68M Sell
23,965
-8,692
-27% -$899K 0.05% 295
2025
Q1 		$3.31M Buy
32,657
+8,005
+32% +$851K 0.08% 217
2024
Q4 		$2.61M Sell
24,652
-8,493
-26% -$905K 0.09% 174
2024
Q3 		$3.43M Buy
33,145
+18,340
+124% +$1.83M 0.13% 138
2024
Q2 		$1.46M Sell
14,805
-1,676
-10% -$158K 0.07% 219
2024
Q1 		$1.55M Buy
16,481
+1,481
+10% +$133K 0.09% 184
2023
Q4 		$1.29M Buy
15,000
+3,833
+34% +$308K 0.09% 201
2023
Q3 		$861K Buy
11,167
+424
+4% +$34K 0.14% 135
2023
Q2 		$856K Buy
10,743
+1,677
+18% +$126K 0.19% 100
2023
Q1 		$667K Buy
+9,066
New +$650K 0.2% 98

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Farther Finance Advisors's BBUS Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 23% in Q3 2026, selling an estimated $2.16M and leaving 52,224 shares worth $7.18M. The position accounts for 0.05% of the portfolio, ranked #339.

Farther Finance Advisors first reported a position in BBUS in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.15M in Q2 2026. 17 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Farther Finance Advisors held 52,224 shares of JPMorgan BetaBuilders US Equity ETF worth $7.18M as of Q3 2026.
  • Farther Finance Advisors sold 15,753 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $2.16M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #339 holding.
  • Farther Finance Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $9.15M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.