GI
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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
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

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

Gradient Investments's BBUS Position: Q2 2026 in Review

Gradient Investments increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.96% in Q2 2026, buying an estimated $185K and bringing the position to 148,653 shares worth $20M. The position accounts for 0.28% of the portfolio, ranked #111.

Gradient Investments first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $65.1M in Q2 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Gradient Investments held 148,653 shares of JPMorgan BetaBuilders US Equity ETF worth $20M as of Q2 2026.
  • Gradient Investments bought 1,415 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $185K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.28% of Gradient Investments's portfolio in Q2 2026, its #111 holding.
  • Gradient Investments first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Gradient Investments's JPMorgan BetaBuilders US Equity ETF position peaked at $65.1M in Q2 2025.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.