Great Valley Advisor Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Great Valley Advisor Group’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	$15.4M	Buy	114,080 +1,226	+1%	+$160K	0.24%	99
2026 Q1	$13.2M	Buy	112,854 +20,263	+22%	+$2.49M	0.24%	101
2025 Q4	$11.4M	Buy	92,591 +7,196	+8%	+$881K	0.22%	99
2025 Q3	$10.3M	Buy	85,395 +10,862	+15%	+$1.26M	0.21%	110
2025 Q2	$8.34M	Buy	74,533 +54,320	+269%	+$5.62M	0.18%	121
2025 Q1	$2.04M	Buy	+20,213	New	+$2.15M	0.04%	308

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

Great Valley Advisor Group's BBUS Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.1% in Q2 2026, buying an estimated $160K and bringing the position to 114,080 shares worth $15.4M. The position accounts for 0.24% of the portfolio, ranked #99.

Great Valley Advisor Group first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Great Valley Advisor Group held 114,080 shares of JPMorgan BetaBuilders US Equity ETF worth $15.4M as of Q2 2026.
Great Valley Advisor Group bought 1,226 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $160K.
JPMorgan BetaBuilders US Equity ETF made up 0.24% of Great Valley Advisor Group's portfolio in Q2 2026, its #99 holding.
Great Valley Advisor Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.