Morgan Stanley
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Morgan Stanley’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Morgan Stanley’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 		$492M Buy
3,655,413
+519,189
+17% +$67.8M 0.03% 579
2026
Q1 		$368M Buy
3,136,224
+274,743
+10% +$33.7M 0.02% 657
2025
Q4 		$353M Buy
2,861,481
+580,931
+25% +$71.1M 0.02% 667
2025
Q3 		$275M Buy
2,280,550
+482,389
+27% +$56M 0.02% 759
2025
Q2 		$201M Buy
1,798,161
+182,738
+11% +$18.9M 0.01% 879
2025
Q1 		$163M Buy
1,615,423
+219,103
+16% +$23.3M 0.01% 955
2024
Q4 		$148M Buy
1,396,320
+66,513
+5% +$7.09M 0.01% 994
2024
Q3 		$138M Buy
1,329,807
+64,352
+5% +$6.42M 0.01% 1032
2024
Q2 		$124M Buy
1,265,455
+151,285
+14% +$14.3M 0.01% 1049
2024
Q1 		$105M Sell
1,114,170
-675,582
-38% -$60.8M 0.01% 1158
2023
Q4 		$154M Buy
1,789,752
+1,102,841
+161% +$88.7M 0.01% 1348
2023
Q3 		$52.9M Buy
686,911
+106,106
+18% +$8.5M 0.01% 1519
2023
Q2 		$46.3M Buy
580,805
+165,257
+40% +$12.5M ﹤0.01% 1646
2023
Q1 		$30.6M Buy
415,548
+45
+0% +$3.22K ﹤0.01% 1992
2022
Q4 		$28.5M Buy
415,503
+32,852
+9% +$2.27M ﹤0.01% 1994
2022
Q3 		$24.6M Sell
382,651
-50,184
-12% -$3.59M ﹤0.01% 1981
2022
Q2 		$29.3M Sell
432,835
-30,190
-7% -$2.23M ﹤0.01% 1868
2022
Q1 		$37.9M Buy
463,025
+133,483
+41% +$10.8M 0.01% 1495
2021
Q4 		$28.5M Buy
329,542
+83,096
+34% +$6.98M ﹤0.01% 1795
2021
Q3 		$19.4M Buy
246,446
+108,664
+79% +$8.8M ﹤0.01% 2116
2021
Q2 		$10.9M Buy
137,782
+29,633
+27% +$2.27M ﹤0.01% 2880
2021
Q1 		$7.87M Buy
108,149
+42,821
+66% +$3.04M ﹤0.01% 2905
2020
Q4 		$4.5M Buy
+65,328
New +$4.25M ﹤0.01% 3373

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley's BBUS Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 17% in Q2 2026, buying an estimated $67.8M and bringing the position to 3,655,413 shares worth $492M. The position accounts for 0.03% of the portfolio, ranked #579.

Morgan Stanley first reported a position in BBUS in Q4 2020 and has held it in 23 quarters since. 227 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Morgan Stanley held 3,655,413 shares of JPMorgan BetaBuilders US Equity ETF worth $492M as of Q2 2026.
  • Morgan Stanley bought 519,189 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $67.8M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #579 holding.
  • Morgan Stanley first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • 227 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.