Herold Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Herold 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	$269K	Hold	2,000	–	–	0.05%	237
2026 Q1	$234K	Hold	2,000	–	–	0.05%	236
2025 Q4	$247K	Hold	2,000	–	–	0.06%	225
2025 Q3	$241K	Hold	2,000	–	–	0.06%	222
2025 Q2	$224K	Hold	2,000	–	–	0.05%	280
2025 Q1	$202K	Hold	2,000	–	–	0.04%	269
2024 Q4	$212K	Hold	2,000	–	–	0.05%	260
2024 Q3	$207K	Sell	2,000 -750	-27%	-$74.8K	0.05%	257
2024 Q2	$270K	Hold	2,750	–	–	0.06%	228
2024 Q1	$260K	Hold	2,750	–	–	0.06%	234
2023 Q4	$236K	Hold	2,750	–	–	0.07%	217
2023 Q3	$212K	Hold	2,750	–	–	0.06%	228
2023 Q2	$219K	Hold	2,750	–	–	0.07%	224
2023 Q1	$202K	Sell	2,750 -685	-20%	-$49.1K	0.07%	222
2022 Q4	$235K	Hold	3,435	–	–	0.1%	183
2022 Q3	$221K	Hold	3,435	–	–	0.11%	169
2022 Q2	$232K	Hold	3,435	–	–	0.1%	179
2022 Q1	$281K	Hold	3,435	–	–	0.1%	168
2021 Q4	$296K	Hold	3,435	–	–	0.12%	163
2021 Q3	$270K	Buy	+3,435	New	+$278K	0.11%	166

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

Herold Advisors's BBUS Position: Q2 2026 in Review

Herold Advisors held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 2,000 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #237.

Herold Advisors first reported a position in BBUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $296K in Q4 2021. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Herold Advisors held 2,000 shares of JPMorgan BetaBuilders US Equity ETF worth $269K as of Q2 2026.
Herold Advisors left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.05% of Herold Advisors's portfolio in Q2 2026, its #237 holding.
Herold Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $296K in Q4 2021.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.