GSWM
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Golden State Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Golden State Wealth 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 		$7.87M Sell
58,425
-26,877
-32% -$3.51M 0.72% 23
2026
Q1 		$10M Sell
85,302
-902
-1% -$111K 1.09% 18
2025
Q4 		$10.6M Buy
86,204
+2,759
+3% +$338K 1.12% 18
2025
Q3 		$10.1M Buy
83,445
+81,124
+3,495% +$9.42M 1.11% 19
2025
Q2 		$260K Buy
2,321
+148
+7% +$15.3K 0.03% 324
2025
Q1 		$219K Buy
2,173
+414
+24% +$44K 0.03% 326
2024
Q4 		$186K Buy
+1,759
New +$187K 0.03% 331

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 22.96% 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

Golden State Wealth Management's BBUS Position: Q2 2026 in Review

Golden State Wealth Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 32% in Q2 2026, selling an estimated $3.51M and leaving 58,425 shares worth $7.87M. The position accounts for 0.72% of the portfolio, ranked #23.

Golden State Wealth Management first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Golden State Wealth Management held 58,425 shares of JPMorgan BetaBuilders US Equity ETF worth $7.87M as of Q2 2026.
  • Golden State Wealth Management sold 26,877 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $3.51M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.72% of Golden State Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Golden State Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $10.6M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.