Janney Montgomery Scott
BBUS icon

Janney Montgomery Scott’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Janney Montgomery Scott’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 		$484M Buy
+3,594,171
New +$470M 0.94% 14
2026
Q1 		– Sell
-3,382,109
Closed -$417M – 2763
2025
Q4 		$417M Buy
3,382,109
+92,418
+3% +$11.3M 0.96% 13
2025
Q3 		$397M Buy
3,289,691
+169,203
+5% +$19.7M 0.94% 13
2025
Q2 		$349M Sell
3,120,488
-48,834
-2% -$5.05M 0.91% 15
2025
Q1 		$320M Buy
+3,169,322
New +$337M 0.91% 13
2024
Q4 		– Sell
-2,523,154
Closed -$261M – 2698
2024
Q3 		$261M Buy
2,523,154
+533,266
+27% +$53.2M 0.73% 19
2024
Q2 		$195M Buy
1,989,888
+423,207
+27% +$40M 0.6% 29
2024
Q1 		$148M Buy
1,566,681
+373,321
+31% +$33.6M 0.44% 45
2023
Q4 		$102M Buy
1,193,360
+366,502
+44% +$29.5M 0.33% 60
2023
Q3 		$63.7M Buy
826,858
+226,708
+38% +$18.2M 0.24% 87
2023
Q2 		$47.8M Buy
600,150
+175,392
+41% +$13.2M 0.17% 122
2023
Q1 		$31.2M Buy
424,758
+133,304
+46% +$9.55M 0.13% 153
2022
Q4 		$20M Buy
291,454
+99,685
+52% +$6.88M 0.08% 241
2022
Q3 		$12.3M Buy
191,769
+30,215
+19% +$2.16M 0.05% 323
2022
Q2 		$10.9M Buy
+161,554
New +$11.9M 0.05% 335

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott's BBUS Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 3,594,171 shares worth $484M. The stake represents 0.94% of the portfolio and ranks #14 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in BBUS as recently as Q4 2025.

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

  • Janney Montgomery Scott held 3,594,171 shares of JPMorgan BetaBuilders US Equity ETF worth $484M as of Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF was a new Janney Montgomery Scott position in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up 0.94% of Janney Montgomery Scott's portfolio in Q2 2026, its #14 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.