MPWT
BBUS icon

MassMutual Private Wealth & Trust’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$8.3M Sell
60,344
-7,851
-12% -$1.08M 0.22% 90
2026
Q2 		$9.19M Sell
68,195
-6,483
-9% -$847K 0.24% 89
2026
Q1 		$8.75M Buy
74,678
+115
+0.2% +$14.1K 0.24% 89
2025
Q4 		$9.19M Sell
74,563
-844
-1% -$103K 0.24% 96
2025
Q3 		$9.1M Sell
75,407
-857
-1% -$99.5K 0.23% 95
2025
Q2 		$8.54M Sell
76,264
-10,399
-12% -$1.08M 0.23% 99
2025
Q1 		$8.74M Buy
86,663
+3,317
+4% +$353K 0.25% 92
2024
Q4 		$8.83M Sell
83,346
-5,313
-6% -$566K 0.25% 91
2024
Q3 		$9.18M Buy
88,659
+7,733
+10% +$771K 0.26% 87
2024
Q2 		$7.94M Sell
80,926
-6,982
-8% -$660K 0.24% 91
2024
Q1 		$8.3M Buy
87,908
+650
+0.7% +$58.5K 0.26% 87
2023
Q4 		$7.49M Buy
87,258
+6,646
+8% +$534K 0.25% 91
2023
Q3 		$6.21M Buy
80,612
+492
+0.6% +$39.4K 0.23% 102
2023
Q2 		$6.39M Sell
80,120
-12,267
-13% -$925K 0.23% 101
2023
Q1 		$6.79M Sell
92,387
-1,672
-2% -$120K 0.26% 98
2022
Q4 		$6.45M Sell
94,059
-12,512
-12% -$864K 0.27% 98
2022
Q3 		$6.86M Sell
106,571
-24,908
-19% -$1.78M 0.31% 87
2022
Q2 		$8.91M Sell
131,479
-9,362
-7% -$691K 0.39% 70
2022
Q1 		$11.5M Sell
140,841
-976
-0.7% -$78.7K 0.44% 61
2021
Q4 		$12.3M Buy
141,817
+8,955
+7% +$752K 0.46% 55
2021
Q3 		$10.5M Buy
132,862
+866
+0.7% +$70.2K 0.43% 59
2021
Q2 		$10.4M Sell
131,996
-32,642
-20% -$2.5M 0.44% 52
2021
Q1 		$12M Sell
164,638
-9,945
-6% -$706K 0.56% 46
2020
Q4 		$12M Sell
174,583
-17,363
-9% -$1.13M 0.62% 42
2020
Q3 		$11.7M Sell
191,946
-3,490
-2% -$211K 0.69% 36
2020
Q2 		$11M Buy
+195,436
New +$10.4M 0.71% 34

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's BBUS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 12% in Q3 2026, selling an estimated $1.08M and leaving 60,344 shares worth $8.3M. The position accounts for 0.22% of the portfolio, ranked #90.

MassMutual Private Wealth & Trust first reported a position in BBUS in Q2 2020 and has held it in 26 quarters since. The position peaked at $12.3M in Q4 2021. 17 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • MassMutual Private Wealth & Trust held 60,344 shares of JPMorgan BetaBuilders US Equity ETF worth $8.3M as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 7,851 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $1.08M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.22% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #90 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2020 and has held it in 26 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan BetaBuilders US Equity ETF position peaked at $12.3M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.