LPL Financial
BBUS icon

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

LPL Financial’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
Q1 		$391M Buy
3,336,313
+233,930
+8% +$28.7M 0.1% 197
2025
Q4 		$383M Buy
3,102,383
+132,407
+4% +$16.2M 0.1% 188
2025
Q3 		$358M Buy
2,969,976
+165,119
+6% +$19.2M 0.1% 184
2025
Q2 		$314M Sell
2,804,857
-1,359
-0% -$141K 0.1% 183
2025
Q1 		$283M Buy
2,806,216
+413,121
+17% +$43.9M 0.11% 176
2024
Q4 		$253M Buy
2,393,095
+177,372
+8% +$18.9M 0.1% 180
2024
Q3 		$230M Buy
2,215,723
+536,068
+32% +$53.5M 0.1% 178
2024
Q2 		$165M Buy
1,679,655
+92,079
+6% +$8.7M 0.08% 217
2024
Q1 		$150M Buy
1,587,576
+271,157
+21% +$24.4M 0.08% 223
2023
Q4 		$113M Buy
1,316,419
+391,753
+42% +$31.5M 0.07% 254
2023
Q3 		$71.3M Buy
924,666
+149,967
+19% +$12M 0.05% 334
2023
Q2 		$61.8M Buy
774,699
+48,868
+7% +$3.68M 0.04% 383
2023
Q1 		$53.4M Buy
725,831
+34,919
+5% +$2.5M 0.04% 396
2022
Q4 		$47.4M Sell
690,912
-140,607
-17% -$9.71M 0.04% 408
2022
Q3 		$53.5M Buy
831,519
+671,438
+419% +$48M 0.05% 329
2022
Q2 		$10.8M Buy
160,081
+39,798
+33% +$2.94M 0.01% 917
2022
Q1 		$9.84M Buy
120,283
+109,694
+1,036% +$8.84M 0.01% 1010
2021
Q4 		$915K Buy
10,589
+1,271
+14% +$107K ﹤0.01% 2736
2021
Q3 		$734K Buy
9,318
+1,601
+21% +$130K ﹤0.01% 2866
2021
Q2 		$608K Sell
7,717
-5,885
-43% -$451K ﹤0.01% 2985
2021
Q1 		$990K Buy
13,602
+1,686
+14% +$120K ﹤0.01% 2397
2020
Q4 		$820K Sell
11,916
-478
-4% -$31.1K ﹤0.01% 2343
2020
Q3 		$758K Buy
12,394
+100
+0.8% +$6.05K ﹤0.01% 2145
2020
Q2 		$690K Buy
12,294
+867
+8% +$45.9K ﹤0.01% 2120
2020
Q1 		$530K Buy
+11,427
New +$630K ﹤0.01% 2057

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's BBUS Position: Q1 2026 in Review

LPL Financial increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 7.5% in Q1 2026, buying an estimated $28.7M and bringing the position to 3,336,313 shares worth $391M. The position accounts for 0.1% of the portfolio, ranked #197.

LPL Financial first reported a position in BBUS in Q1 2020 and has held it in 25 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • LPL Financial held 3,336,313 shares of JPMorgan BetaBuilders US Equity ETF worth $391M as of Q1 2026.
  • LPL Financial bought 233,930 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $28.7M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.1% of LPL Financial's portfolio in Q1 2026, its #197 holding.
  • LPL Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.