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Integrated Wealth Concepts’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Integrated Wealth Concepts’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 		$83.7M Buy
621,025
+59,908
+11% +$7.83M 0.41% 44
2026
Q1 		$65.8M Buy
561,117
+467,288
+498% +$57.3M 0.52% 29
2025
Q4 		$11.6M Sell
93,829
-420,668
-82% -$51.5M 0.14% 145
2025
Q3 		$62.1M Buy
514,497
+414,580
+415% +$48.1M 0.56% 31
2025
Q2 		$11.2M Buy
99,917
+17,457
+21% +$1.81M 0.11% 171
2025
Q1 		$8.32M Buy
82,460
+36,155
+78% +$3.84M 0.1% 205
2024
Q4 		$4.9M Sell
46,305
-350
-0.8% -$37.3K 0.06% 301
2024
Q3 		$4.83M Buy
46,655
+4,864
+12% +$485K 0.06% 294
2024
Q2 		$4.1M Buy
41,791
+4,250
+11% +$401K 0.06% 307
2024
Q1 		$3.55M Buy
37,541
+7,536
+25% +$678K 0.05% 340
2023
Q4 		$2.58M Buy
30,005
+8,506
+40% +$684K 0.04% 394
2023
Q3 		$1.66M Buy
21,499
+1,793
+9% +$144K 0.03% 512
2023
Q2 		$1.57M Buy
19,706
+2,405
+14% +$181K 0.03% 538
2023
Q1 		$1.27M Buy
17,301
+1,404
+9% +$101K 0.03% 535
2022
Q4 		$1.09M Sell
15,897
-918
-5% -$63.4K 0.03% 452
2022
Q3 		$1.08M Buy
16,815
+9,099
+118% +$650K 0.03% 410
2022
Q2 		$523K Buy
7,716
+4,150
+116% +$306K 0.02% 590
2022
Q1 		$292K Buy
3,566
+777
+28% +$62.6K 0.01% 753
2021
Q4 		$241K Buy
2,789
+200
+8% +$16.8K 0.01% 870
2021
Q3 		$204K Buy
+2,589
New +$210K 0.01% 896

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

Integrated Wealth Concepts's BBUS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 11% in Q2 2026, buying an estimated $7.83M and bringing the position to 621,025 shares worth $83.7M. The position accounts for 0.41% of the portfolio, ranked #44.

Integrated Wealth Concepts first reported a position in BBUS in Q3 2021 and has held it in 20 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Integrated Wealth Concepts held 621,025 shares of JPMorgan BetaBuilders US Equity ETF worth $83.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 59,908 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $7.83M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.41% of Integrated Wealth Concepts's portfolio in Q2 2026, its #44 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.