HBW
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Hazlett, Burt & Watson’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-488
Closed -$60K – 914
2025
Q4 		$60K Buy
+488
New +$59.7K 0.02% 412

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hazlett, Burt & Watson's BBUS Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 488 shares — an estimated $60K sold.

Hazlett, Burt & Watson first reported a position in BBUS in Q4 2025 and held it in 1 quarter. The position peaked at $60K in Q4 2025. 222 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 488 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $60K.
  • Hazlett, Burt & Watson first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Hazlett, Burt & Watson's JPMorgan BetaBuilders US Equity ETF position peaked at $60K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.