Jim Simons’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Jim Simons’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 Q1	–	Sell	-8,200	Closed	-$1.01M	–	3257
2025 Q4	$1.01M	Sell	8,200 -8,900	-52%	-$1.09M	﹤0.01%	2274
2025 Q3	$2.06M	Buy	17,100 +10,700	+167%	+$1.24M	﹤0.01%	2050
2025 Q2	$716K	Buy	6,400 +2,100	+49%	+$217K	﹤0.01%	2665
2025 Q1	$434K	Sell	4,300 -19,500	-82%	-$2.07M	﹤0.01%	2798
2024 Q4	$2.52M	Buy	23,800 +9,900	+71%	+$1.05M	﹤0.01%	1905
2024 Q3	$1.44M	Buy	13,900 +5,500	+65%	+$549K	﹤0.01%	2232
2024 Q2	$824K	Buy	+8,400	New	+$794K	﹤0.01%	2433

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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

Jim Simons's BBUS Position: Q1 2026 in Review

Jim Simons sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 8,200 shares — an estimated $1.01M sold.

Jim Simons first reported a position in BBUS in Q2 2024 and held it in 7 quarters. The position peaked at $2.52M in Q4 2024. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Jim Simons reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 8,200 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $1.01M.
Jim Simons first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and held it in 7 quarters.
Jim Simons's JPMorgan BetaBuilders US Equity ETF position peaked at $2.52M in Q4 2024.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.