MHR
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Matthew Hamilton Rosenberg’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Matthew Hamilton Rosenberg’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 		$9.93M Buy
72,203
+2,353
+3% +$322K 1.78% 10
2026
Q2 		$9.41M Buy
69,850
+3,815
+6% +$499K 1.75% 12
2026
Q1 		$7.74M Buy
66,035
+2,831
+4% +$347K 1.59% 12
2025
Q4 		$7.79M Sell
63,204
-2,460
-4% -$301K 1.61% 12
2025
Q3 		$7.92M Buy
65,664
+1,328
+2% +$154K 1.71% 10
2025
Q2 		$7.2M Buy
64,336
+35,275
+121% +$3.65M 1.67% 10
2025
Q1 		$2.93M Buy
29,061
+1,630
+6% +$173K 0.74% 19
2024
Q4 		$2.91M Buy
27,431
+2,936
+12% +$313K 0.76% 20
2024
Q3 		$2.54M Buy
24,495
+6,766
+38% +$675K 0.66% 24
2024
Q2 		$1.74M Buy
17,729
+1,241
+8% +$117K 0.52% 27
2024
Q1 		$1.56M Buy
16,488
+7,384
+81% +$664K 0.45% 30
2023
Q4 		$782K Buy
9,104
+1,279
+16% +$103K 0.24% 44
2023
Q3 		$603K Hold
7,825
– – 0.2% 54
2023
Q2 		$624K Sell
7,825
-4,052
-34% -$305K 0.21% 54
2023
Q1 		$873K Hold
11,877
– – 0.28% 47
2022
Q4 		$814K Buy
11,877
+4,679
+65% +$323K 0.28% 51
2022
Q3 		$463K Buy
+7,198
New +$514K 0.18% 70

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

Matthew Hamilton Rosenberg's BBUS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.4% in Q3 2026, buying an estimated $322K and bringing the position to 72,203 shares worth $9.93M. The position accounts for 1.78% of the portfolio, ranked #10.

Matthew Hamilton Rosenberg first reported a position in BBUS in Q3 2022 and has held it in 17 quarters since. 17 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 72,203 shares of JPMorgan BetaBuilders US Equity ETF worth $9.93M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 2,353 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $322K.
  • JPMorgan BetaBuilders US Equity ETF made up 1.78% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #10 holding.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.