Institute for Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Institute for Wealth Management’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	$6.2K	Buy	+46	New	+$6.01K	﹤0.01%	1422

Other funds holding BBUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Institute for Wealth Management's BBUS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 46 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings.

145 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Institute for Wealth Management held 46 shares of JPMorgan BetaBuilders US Equity ETF worth $6.2K as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new Institute for Wealth Management position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1422 holding.
145 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.