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 Q2	$1.31M	Buy	+9,700	New	+$1.27M	﹤0.01%	2184
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 $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

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

Jim Simons's BBUS Position: Q2 2026 in Review

Jim Simons opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 9,700 shares worth $1.31M. The stake represents ﹤0.01% of the portfolio and ranks #2184 among its holdings. This is a return to the name: Jim Simons previously reported a position in BBUS as recently as Q4 2025.

Jim Simons first reported a position in BBUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q4 2024. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Jim Simons held 9,700 shares of JPMorgan BetaBuilders US Equity ETF worth $1.31M as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new Jim Simons position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2184 holding.
Jim Simons first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Jim Simons's JPMorgan BetaBuilders US Equity ETF position peaked at $2.52M in Q4 2024.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.