GI
BBUS icon

Gradient Investments’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Gradient Investments’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
Q3 		$17.9M Sell
130,200
-18,453
-12% -$2.53M 0.26% 119
2026
Q2 		$20M Buy
148,653
+1,415
+1% +$185K 0.28% 111
2026
Q1 		$17.3M Buy
147,238
+51,102
+53% +$6.27M 0.27% 111
2025
Q4 		$11.9M Buy
96,136
+643
+0.7% +$78.7K 0.19% 153
2025
Q3 		$11.5M Sell
95,493
-486,498
-84% -$56.5M 0.19% 145
2025
Q2 		$65.1M Buy
581,991
+17,680
+3% +$1.83M 1.19% 19
2025
Q1 		$56.9M Buy
+564,311
New +$60M 1.15% 23

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Gradient Investments's BBUS Position: Q3 2026 in Review

Gradient Investments reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 12% in Q3 2026, selling an estimated $2.53M and leaving 130,200 shares worth $17.9M. The position accounts for 0.26% of the portfolio, ranked #119.

Gradient Investments first reported a position in BBUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $65.1M in Q2 2025. 17 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Gradient Investments held 130,200 shares of JPMorgan BetaBuilders US Equity ETF worth $17.9M as of Q3 2026.
  • Gradient Investments sold 18,453 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $2.53M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.26% of Gradient Investments's portfolio in Q3 2026, its #119 holding.
  • Gradient Investments first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • Gradient Investments's JPMorgan BetaBuilders US Equity ETF position peaked at $65.1M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.