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

Kelly Financial 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	$619K	Sell	4,597 -64	-1%	-$8.36K	0.13%	62
2026 Q1	$546K	Buy	4,661 +529	+13%	+$64.9K	0.13%	64
2025 Q4	$510K	Buy	4,132 +2	+0%	+$245	0.13%	64
2025 Q3	$498K	Sell	4,130 -125	-3%	-$14.5K	0.13%	62
2025 Q2	$476K	Buy	4,255 +262	+7%	+$27.1K	0.14%	61
2025 Q1	$403K	Buy	3,993 +654	+20%	+$69.5K	0.14%	65
2024 Q4	$354K	Buy	+3,339	New	+$356K	0.13%	73
2024 Q3	–	Sell	-320	Closed	-$31.4K	–	175
2024 Q2	$31.4K	Buy	+320	New	+$30.2K	0.01%	278

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 Services's BBUS Position: Q2 2026 in Review

Kelly Financial Services reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.4% in Q2 2026, selling an estimated $8.36K and leaving 4,597 shares worth $619K. The position accounts for 0.13% of the portfolio, ranked #62.

Kelly Financial Services first reported a position in BBUS in Q2 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Kelly Financial Services held 4,597 shares of JPMorgan BetaBuilders US Equity ETF worth $619K as of Q2 2026.
Kelly Financial Services sold 64 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $8.36K.
JPMorgan BetaBuilders US Equity ETF made up 0.13% of Kelly Financial Services's portfolio in Q2 2026, its #62 holding.
Kelly Financial Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 8 quarters since.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

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