JB Capital’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

JB Capital’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 Q3	$290K	Buy	2,111 +130	+7%	+$17.8K	0.01%	226
2026 Q2	$267K	Buy	1,981 +5	+0.3%	+$653	0.01%	239
2026 Q1	$232K	Buy	1,976 +5	+0.3%	+$613	0.01%	241
2025 Q4	$243K	Buy	1,971 +6	+0.3%	+$734	0.01%	230
2025 Q3	$237K	Buy	1,965 +6	+0.3%	+$697	0.01%	229
2025 Q2	$219K	Buy	+1,959	New	+$203K	0.01%	232
2025 Q1	–	Sell	-3,150	Closed	-$334K	–	224
2024 Q4	$334K	Buy	3,150 +12	+0.4%	+$1.28K	0.02%	176
2024 Q3	$325K	Buy	+3,138	New	+$313K	0.02%	178

Other funds holding BBUS

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JB Capital's BBUS Position: Q3 2026 in Review

JB Capital increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 6.6% in Q3 2026, buying an estimated $17.8K and bringing the position to 2,111 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #226.

JB Capital first reported a position in BBUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $334K in Q4 2024. 62 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

JB Capital held 2,111 shares of JPMorgan BetaBuilders US Equity ETF worth $290K as of Q3 2026.
JB Capital bought 130 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $17.8K.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #226 holding.
JB Capital first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 8 quarters since.
JB Capital's JPMorgan BetaBuilders US Equity ETF position peaked at $334K in Q4 2024.
62 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.