Keating Financial Advisory Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Keating Financial Advisory Services’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	$786K	Sell	5,834 -650	-10%	-$84.9K	0.1%	132
2026 Q1	$760K	Hold	6,484	–	–	0.12%	116
2025 Q4	$800K	Buy	+6,484	New	+$794K	0.11%	154

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 22.96% 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

Keating Financial Advisory Services's BBUS Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 10% in Q2 2026, selling an estimated $84.9K and leaving 5,834 shares worth $786K. The position accounts for 0.1% of the portfolio, ranked #132.

Keating Financial Advisory Services first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $800K in Q4 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Keating Financial Advisory Services held 5,834 shares of JPMorgan BetaBuilders US Equity ETF worth $786K as of Q2 2026.
Keating Financial Advisory Services sold 650 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $84.9K.
JPMorgan BetaBuilders US Equity ETF made up 0.1% of Keating Financial Advisory Services's portfolio in Q2 2026, its #132 holding.
Keating Financial Advisory Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's JPMorgan BetaBuilders US Equity ETF position peaked at $800K in Q4 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.