International Assets Investment Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

International Assets Investment 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	$173K	Hold	1,286	–	–	0.01%	917
2026 Q1	$152K	Hold	1,286	–	–	0.01%	891
2025 Q4	$159K	Buy	+1,286	New	+$157K	0.01%	879

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

International Assets Investment Management's BBUS Position: Q2 2026 in Review

International Assets Investment Management held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 1,286 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #917.

International Assets Investment Management first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

International Assets Investment Management held 1,286 shares of JPMorgan BetaBuilders US Equity ETF worth $173K as of Q2 2026.
International Assets Investment Management left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #917 holding.
International Assets Investment Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.