FIA
BBUS icon

Foundations Investment Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-2,704
Closed -$326K – 1113
2025
Q3 		$326K Buy
+2,704
New +$314K ﹤0.01% 821

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Foundations Investment Advisors's BBUS Position: Q4 2025 in Review

Foundations Investment Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 2,704 shares — an estimated $326K sold.

Foundations Investment Advisors first reported a position in BBUS in Q3 2025 and held it in 1 quarter. The position peaked at $326K in Q3 2025. 218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • Foundations Investment Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,704 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $326K.
  • Foundations Investment Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $326K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.