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Independent Advisor Alliance’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,980
Closed -$466K – 1079
2026
Q1 		$466K Buy
+3,980
New +$488K 0.01% 1141
2025
Q1 		– Sell
-4,460
Closed -$472K – 835
2024
Q4 		$472K Buy
+4,460
New +$475K 0.01% 979

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

Independent Advisor Alliance's BBUS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 3,980 shares — an estimated $466K sold.

Independent Advisor Alliance first reported a position in BBUS in Q4 2024 and held it in 2 quarters. The position peaked at $472K in Q4 2024. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,980 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $466K.
  • Independent Advisor Alliance first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's JPMorgan BetaBuilders US Equity ETF position peaked at $472K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.