Halbert Hargrove Global Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Halbert Hargrove Global Advisors’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	$1.62K	Buy	12 +2	+20%	+$261	﹤0.01%	402
2026 Q1	$1.17K	Hold	10	–	–	﹤0.01%	349
2025 Q4	$1.23K	Hold	10	–	–	﹤0.01%	346
2025 Q3	$1.21K	Buy	10 +2	+25%	+$232	﹤0.01%	647
2025 Q2	$896	Sell	8 -1	-11%	-$103	﹤0.01%	297
2025 Q1	$909	Buy	9 +1	+13%	+$106	﹤0.01%	453
2024 Q4	$848	Buy	+8	New	+$852	﹤0.01%	286

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

Halbert Hargrove Global Advisors's BBUS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 20% in Q2 2026, buying an estimated $261 and bringing the position to 12 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Halbert Hargrove Global Advisors first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Halbert Hargrove Global Advisors held 12 shares of JPMorgan BetaBuilders US Equity ETF worth $1.62K as of Q2 2026.
Halbert Hargrove Global Advisors bought 2 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $261.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #402 holding.
Halbert Hargrove Global Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.