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

Lockerman 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 		$4.27M Buy
31,725
+1,992
+7% +$260K 6.53% 2
2026
Q1 		$3.48M Buy
29,733
+587
+2% +$72K 6.27% 1
2025
Q4 		$3.59M Buy
29,146
+399
+1% +$48.8K 6.89% 2
2025
Q3 		$3.47M Buy
28,747
+2,305
+9% +$268K 4.37% 2
2025
Q2 		$2.96M Sell
26,442
-2,476
-9% -$256K 3.98% 2
2025
Q1 		$2.92M Buy
28,918
+6,349
+28% +$675K 4.41% 2
2024
Q4 		$2.39M Sell
22,569
-22
-0.1% -$2.34K 4.07% 2
2024
Q3 		$2.34M Buy
22,591
+5,989
+36% +$597K 3.96% 3
2024
Q2 		$1.63M Sell
16,602
-196
-1% -$18.5K 2.95% 5
2024
Q1 		$1.59M Buy
16,798
+2,526
+18% +$227K 3.03% 5
2023
Q4 		$1.23M Buy
14,272
+4,180
+41% +$336K 2.83% 7
2023
Q3 		$778K Buy
+10,092
New +$809K 2.09% 11

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

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

Lockerman Financial Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 6.7% in Q2 2026, buying an estimated $260K and bringing the position to 31,725 shares worth $4.27M. The position accounts for 6.53% of the portfolio, ranked #2.

Lockerman Financial Group first reported a position in BBUS in Q3 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Lockerman Financial Group held 31,725 shares of JPMorgan BetaBuilders US Equity ETF worth $4.27M as of Q2 2026.
  • Lockerman Financial Group bought 1,992 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $260K.
  • JPMorgan BetaBuilders US Equity ETF made up 6.53% of Lockerman Financial Group's portfolio in Q2 2026, its #2 holding.
  • Lockerman Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.