Grimes & Company’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Grimes & Company’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	$300K	Buy	2,225 +6	+0.3%	+$784	0.01%	381
2026 Q1	$260K	Buy	2,219 +5	+0.2%	+$613	0.01%	380
2025 Q4	$273K	Buy	2,214 +7	+0.3%	+$857	0.01%	394
2025 Q3	$266K	Buy	2,207 +7	+0.3%	+$813	0.01%	393
2025 Q2	$246K	Buy	2,200 +6	+0.3%	+$620	0.01%	371
2025 Q1	$221K	Buy	2,194 +6	+0.3%	+$638	0.01%	342
2024 Q4	$232K	Buy	+2,188	New	+$233K	0.01%	342

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

Grimes & Company's BBUS Position: Q2 2026 in Review

Grimes & Company increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.27% in Q2 2026, buying an estimated $784 and bringing the position to 2,225 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #381.

Grimes & Company first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Grimes & Company held 2,225 shares of JPMorgan BetaBuilders US Equity ETF worth $300K as of Q2 2026.
Grimes & Company bought 6 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $784.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #381 holding.
Grimes & Company first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.