Jones Financial Companies’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Jones Financial Companies’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	-412	Closed	-$50.8K	–	4740
2025 Q4	$50.8K	Buy	+412	New	+$50.4K	﹤0.01%	2520
2025 Q2	–	Sell	-207	Closed	-$20.8K	–	4034
2025 Q1	$20.8K	Sell	207 -128	-38%	-$13.6K	﹤0.01%	2415
2024 Q4	$35.5K	Buy	+335	New	+$35.7K	﹤0.01%	2017

Other funds holding BBUS

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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 $13B AUM 17.65% 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 $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies's BBUS Position: Q1 2026 in Review

Jones Financial Companies sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 412 shares — an estimated $50.8K sold.

Jones Financial Companies first reported a position in BBUS in Q4 2024 and held it in 3 quarters. The position peaked at $50.8K in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Jones Financial Companies reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 412 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $50.8K.
Jones Financial Companies first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and held it in 3 quarters.
Jones Financial Companies's JPMorgan BetaBuilders US Equity ETF position peaked at $50.8K in Q4 2025.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.