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

Mattson Financial Services’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	$2.16M	Buy	15,936 +47	+0.3%	+$6.14K	0.45%	70
2026 Q1	$1.86M	Buy	15,889 +2,406	+18%	+$295K	0.44%	75
2025 Q4	$1.66M	Sell	13,483 -6	-0%	-$734	0.39%	87
2025 Q3	$1.63M	Sell	13,489 -11,191	-45%	-$1.3M	0.39%	84
2025 Q2	$2.76M	Buy	24,680 +6,571	+36%	+$679K	0.74%	48
2025 Q1	$1.83M	Buy	+18,109	New	+$1.93M	0.55%	72

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

Mattson Financial Services's BBUS Position: Q2 2026 in Review

Mattson Financial Services increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.3% in Q2 2026, buying an estimated $6.14K and bringing the position to 15,936 shares worth $2.16M. The position accounts for 0.45% of the portfolio, ranked #70.

Mattson Financial Services first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q2 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Mattson Financial Services held 15,936 shares of JPMorgan BetaBuilders US Equity ETF worth $2.16M as of Q2 2026.
Mattson Financial Services bought 47 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $6.14K.
JPMorgan BetaBuilders US Equity ETF made up 0.45% of Mattson Financial Services's portfolio in Q2 2026, its #70 holding.
Mattson Financial Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Mattson Financial Services's JPMorgan BetaBuilders US Equity ETF position peaked at $2.76M in Q2 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.