Kelly Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Kelly Financial Group’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	$70.8M	Buy	525,852 +28,061	+6%	+$3.67M	15.74%	1
2026 Q1	$58.3M	Sell	497,791 -17,562	-3%	-$2.15M	14.67%	1
2025 Q4	$63.5M	Buy	515,353 +20,123	+4%	+$2.46M	16.15%	1
2025 Q3	$59.8M	Buy	495,230 +8,553	+2%	+$993K	15.85%	1
2025 Q2	$54.5M	Buy	486,677 +49,316	+11%	+$5.1M	15.76%	1
2025 Q1	$44.1M	Buy	437,361 +41,444	+10%	+$4.41M	13.79%	1
2024 Q4	$41.9M	Buy	+395,917	New	+$42.2M	14.91%	1

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

Kelly Financial Group's BBUS Position: Q2 2026 in Review

Kelly Financial Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.6% in Q2 2026, buying an estimated $3.67M and bringing the position to 525,852 shares worth $70.8M. The position accounts for 15.74% of the portfolio, ranked #1.

Kelly Financial Group first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Kelly Financial Group held 525,852 shares of JPMorgan BetaBuilders US Equity ETF worth $70.8M as of Q2 2026.
Kelly Financial Group bought 28,061 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $3.67M.
JPMorgan BetaBuilders US Equity ETF made up 15.74% of Kelly Financial Group's portfolio in Q2 2026, its #1 holding.
Kelly Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.