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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Frederick Financial Consultants's BBUS Position: Q1 2026 in Review

Frederick Financial Consultants reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.7% in Q1 2026, selling an estimated $3.56K and leaving 1,726 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #107.

Frederick Financial Consultants first reported a position in BBUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $216K in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Frederick Financial Consultants held 1,726 shares of JPMorgan BetaBuilders US Equity ETF worth $202K as of Q1 2026.
  • Frederick Financial Consultants sold 29 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $3.56K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.1% of Frederick Financial Consultants's portfolio in Q1 2026, its #107 holding.
  • Frederick Financial Consultants first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Frederick Financial Consultants's JPMorgan BetaBuilders US Equity ETF position peaked at $216K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.