Florida Financial Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Florida Financial 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	$14.1M	Buy	104,335 +1,896	+2%	+$248K	2.38%	4
2026 Q1	$12M	Buy	102,439 +5,009	+5%	+$614K	2.87%	3
2025 Q4	$12M	Buy	97,430 +1,501	+2%	+$184K	3.27%	4
2025 Q3	$11.6M	Sell	95,929 -8,964	-9%	-$1.04M	3.58%	3
2025 Q2	$11.7M	Sell	104,893 -822	-0.8%	-$85K	3.89%	3
2025 Q1	$10.7M	Sell	105,715 -11,593	-10%	-$1.23M	4.21%	3
2024 Q4	$12.4M	Buy	117,308 +1,469	+1%	+$157K	5.55%	2
2024 Q3	$12M	Buy	115,839 +4,604	+4%	+$459K	6.19%	1
2024 Q2	$10.9M	Buy	111,235 +6,156	+6%	+$582K	6.54%	1
2024 Q1	$9.92M	Buy	105,079 +6,112	+6%	+$550K	7.29%	1
2023 Q4	$8.5M	Buy	+98,967	New	+$7.96M	7.87%	1

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

Florida Financial Advisors's BBUS Position: Q2 2026 in Review

Florida Financial Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.9% in Q2 2026, buying an estimated $248K and bringing the position to 104,335 shares worth $14.1M. The position accounts for 2.38% of the portfolio, ranked #4.

Florida Financial Advisors first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Florida Financial Advisors held 104,335 shares of JPMorgan BetaBuilders US Equity ETF worth $14.1M as of Q2 2026.
Florida Financial Advisors bought 1,896 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $248K.
JPMorgan BetaBuilders US Equity ETF made up 2.38% of Florida Financial Advisors's portfolio in Q2 2026, its #4 holding.
Florida Financial Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.