KFA Private Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

KFA Private Wealth 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	$806K	Buy	5,980 +31	+0.5%	+$4.05K	0.19%	57
2026 Q1	$697K	Buy	5,949 +2,851	+92%	+$350K	0.17%	65
2025 Q4	$382K	Buy	3,098 +951	+44%	+$116K	0.09%	101
2025 Q3	$259K	Sell	2,147 -65	-3%	-$7.55K	0.07%	121
2025 Q2	$248K	Buy	+2,212	New	+$229K	0.08%	119

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

KFA Private Wealth Group's BBUS Position: Q2 2026 in Review

KFA Private Wealth Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.52% in Q2 2026, buying an estimated $4.05K and bringing the position to 5,980 shares worth $806K. The position accounts for 0.19% of the portfolio, ranked #57.

KFA Private Wealth Group first reported a position in BBUS in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

KFA Private Wealth Group held 5,980 shares of JPMorgan BetaBuilders US Equity ETF worth $806K as of Q2 2026.
KFA Private Wealth Group bought 31 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $4.05K.
JPMorgan BetaBuilders US Equity ETF made up 0.19% of KFA Private Wealth Group's portfolio in Q2 2026, its #57 holding.
KFA Private Wealth Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.