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

IFP 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 		$6.2M Buy
46,034
+7,071
+18% +$924K 0.11% 201
2026
Q1 		$4.57M Buy
38,963
+3,630
+10% +$445K 0.09% 237
2025
Q4 		$4.36M Buy
35,333
+3,444
+11% +$421K 0.1% 221
2025
Q3 		$3.85M Buy
31,889
+1,670
+6% +$194K 0.1% 215
2025
Q2 		$3.38M Buy
30,219
+8,415
+39% +$870K 0.1% 231
2025
Q1 		$2.2M Buy
21,804
+69
+0.3% +$7.34K 0.07% 338
2024
Q4 		$2.3M Sell
21,735
-84
-0.4% -$8.95K 0.08% 302
2024
Q3 		$2.26M Buy
21,819
+4,119
+23% +$411K 0.08% 274
2024
Q2 		$1.74M Buy
17,700
+451
+3% +$42.6K 0.07% 296
2024
Q1 		$1.63M Buy
17,249
+2,765
+19% +$249K 0.07% 296
2023
Q4 		$1.24M Buy
+14,484
New +$1.16M 0.06% 342
2023
Q1 		– Sell
-2,330
Closed -$121K – 3442
2022
Q4 		$121K Sell
2,330
-1,045
-31% -$72.1K ﹤0.01% 1640
2022
Q3 		$173K Sell
3,375
-31
-0.9% -$2.21K ﹤0.01% 1494
2022
Q2 		$174K Hold
3,406
– – 0.01% 1347
2022
Q1 		$174K Buy
+3,406
New +$274K 0.01% 1347

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

IFP Advisors's BBUS Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 18% in Q2 2026, buying an estimated $924K and bringing the position to 46,034 shares worth $6.2M. The position accounts for 0.11% of the portfolio, ranked #201.

IFP Advisors first reported a position in BBUS in Q1 2022 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • IFP Advisors held 46,034 shares of JPMorgan BetaBuilders US Equity ETF worth $6.2M as of Q2 2026.
  • IFP Advisors bought 7,071 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $924K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #201 holding.
  • IFP Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 15 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.