Frederick Financial Consultants’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Frederick Financial Consultants’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	$227K	Sell	1,684 -42	-2%	-$5.49K	0.1%	113
2026 Q1	$202K	Sell	1,726 -29	-2%	-$3.56K	0.1%	107
2025 Q4	$216K	Hold	1,755	–	–	0.12%	105
2025 Q3	$212K	Sell	1,755 -132	-7%	-$15.3K	0.12%	107
2025 Q2	$211K	Buy	+1,887	New	+$195K	0.13%	99

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 22.9% 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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Frederick Financial Consultants's BBUS Position: Q2 2026 in Review

Frederick Financial Consultants reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.4% in Q2 2026, selling an estimated $5.49K and leaving 1,684 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #113.

Frederick Financial Consultants first reported a position in BBUS in Q2 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Frederick Financial Consultants held 1,684 shares of JPMorgan BetaBuilders US Equity ETF worth $227K as of Q2 2026.
Frederick Financial Consultants sold 42 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $5.49K.
JPMorgan BetaBuilders US Equity ETF made up 0.1% of Frederick Financial Consultants's portfolio in Q2 2026, its #113 holding.
Frederick Financial Consultants first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.