Financial Network Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Financial Network Wealth Management’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	$1.36M	Buy	10,104 +43	+0.4%	+$5.62K	0.39%	37
2026 Q1	$1.18M	Buy	10,061 +236	+2%	+$28.9K	0.37%	40
2025 Q4	$1.21M	Buy	9,825 +580	+6%	+$71K	0.37%	39
2025 Q3	$1.14M	Buy	+9,245	New	+$1.07M	0.35%	41
2025 Q1	$931K	Buy	9,237 +1,029	+13%	+$109K	0.33%	50
2024 Q4	$869K	Buy	8,208 +43	+0.5%	+$4.58K	0.31%	51
2024 Q3	$845K	Buy	8,165 +1,307	+19%	+$130K	0.3%	51
2024 Q2	$672K	Buy	+6,858	New	+$648K	0.26%	55
2024 Q1	–	Sell	-6,029	Closed	-$517K	–	49
2023 Q4	$517K	Buy	6,029 +741	+14%	+$59.6K	0.22%	60
2023 Q3	$407K	Buy	+5,288	New	+$424K	0.2%	62

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

Financial Network Wealth Management's BBUS Position: Q2 2026 in Review

Financial Network Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.43% in Q2 2026, buying an estimated $5.62K and bringing the position to 10,104 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #37.

Financial Network Wealth Management first reported a position in BBUS in Q3 2023 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Financial Network Wealth Management held 10,104 shares of JPMorgan BetaBuilders US Equity ETF worth $1.36M as of Q2 2026.
Financial Network Wealth Management bought 43 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $5.62K.
JPMorgan BetaBuilders US Equity ETF made up 0.39% of Financial Network Wealth Management's portfolio in Q2 2026, its #37 holding.
Financial Network Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.