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Keystone Wealth Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Keystone Wealth 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 		$1.71M Sell
12,703
-2,851
-18% -$373K 0.32% 75
2026
Q1 		$1.82M Buy
+15,554
New +$1.91M 0.39% 62

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

Keystone Wealth Services's BBUS Position: Q2 2026 in Review

Keystone Wealth Services reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 18% in Q2 2026, selling an estimated $373K and leaving 12,703 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #75.

Keystone Wealth Services first reported a position in BBUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.82M in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Keystone Wealth Services held 12,703 shares of JPMorgan BetaBuilders US Equity ETF worth $1.71M as of Q2 2026.
  • Keystone Wealth Services sold 2,851 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $373K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.32% of Keystone Wealth Services's portfolio in Q2 2026, its #75 holding.
  • Keystone Wealth Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Keystone Wealth Services's JPMorgan BetaBuilders US Equity ETF position peaked at $1.82M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.