GeoWealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

GeoWealth 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	$2.83M	Buy	20,984 +424	+2%	+$55.4K	0.09%	141
2026 Q1	$2.41M	Buy	20,560 +1,410	+7%	+$173K	0.09%	139
2025 Q4	$2.36M	Buy	19,150 +354	+2%	+$43.3K	0.09%	146
2025 Q3	$2.27M	Sell	18,796 -2,799	-13%	-$325K	0.08%	152
2025 Q2	$2.42M	Sell	21,595 -198	-0.9%	-$20.5K	0.09%	129
2025 Q1	$2.2M	Sell	21,793 -406	-2%	-$43.2K	0.09%	129
2024 Q4	$2.35M	Sell	22,199 -4,117	-16%	-$439K	0.08%	168
2024 Q3	$2.73M	Buy	26,316 +2,362	+10%	+$236K	0.1%	152
2024 Q2	$2.35M	Sell	23,954 -1,086	-4%	-$103K	0.1%	139
2024 Q1	$2.36M	Sell	25,040 -10,094	-29%	-$908K	0.09%	158
2023 Q4	$3.02M	Sell	35,134 -2,008	-5%	-$161K	0.25%	86
2023 Q3	$2.86M	Buy	37,142 +249	+0.7%	+$20K	0.32%	77
2023 Q2	$2.94M	Buy	+36,893	New	+$2.78M	0.32%	67

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

GeoWealth Management's BBUS Position: Q2 2026 in Review

GeoWealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.1% in Q2 2026, buying an estimated $55.4K and bringing the position to 20,984 shares worth $2.83M. The position accounts for 0.09% of the portfolio, ranked #141.

GeoWealth Management first reported a position in BBUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.02M in Q4 2023. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

GeoWealth Management held 20,984 shares of JPMorgan BetaBuilders US Equity ETF worth $2.83M as of Q2 2026.
GeoWealth Management bought 424 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $55.4K.
JPMorgan BetaBuilders US Equity ETF made up 0.09% of GeoWealth Management's portfolio in Q2 2026, its #141 holding.
GeoWealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 13 quarters since.
GeoWealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $3.02M in Q4 2023.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.