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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
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

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

Farther Finance Advisors's BBUS Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 180% in Q2 2026, buying an estimated $5.71M and bringing the position to 67,977 shares worth $9.15M. The position accounts for 0.07% of the portfolio, ranked #240.

Farther Finance Advisors first reported a position in BBUS in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Farther Finance Advisors held 67,977 shares of JPMorgan BetaBuilders US Equity ETF worth $9.15M as of Q2 2026.
  • Farther Finance Advisors bought 43,719 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $5.71M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #240 holding.
  • Farther Finance Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.