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 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

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

Matthew Hamilton Rosenberg's BBUS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.8% in Q2 2026, buying an estimated $499K and bringing the position to 69,850 shares worth $9.41M. The position accounts for 1.75% of the portfolio, ranked #12.

Matthew Hamilton Rosenberg first reported a position in BBUS in Q3 2022 and has held it in 16 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Matthew Hamilton Rosenberg held 69,850 shares of JPMorgan BetaBuilders US Equity ETF worth $9.41M as of Q2 2026.
Matthew Hamilton Rosenberg bought 3,815 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $499K.
JPMorgan BetaBuilders US Equity ETF made up 1.75% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #12 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2022 and has held it in 16 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.