Mutual Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Mutual Advisors’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	$635K	Hold	4,713	–	–	0.01%	825
2026 Q1	$552K	Hold	4,713	–	–	0.01%	839
2025 Q4	$581K	Hold	4,713	–	–	0.01%	809
2025 Q3	$574K	Hold	4,713	–	–	0.01%	798
2025 Q2	$544K	Buy	4,713 +671	+17%	+$69.4K	0.01%	746
2025 Q1	$402K	Hold	4,042	–	–	0.01%	804
2024 Q4	$433K	Hold	4,042	–	–	0.01%	757
2024 Q3	$423K	Hold	4,042	–	–	0.01%	766
2024 Q2	$397K	Hold	4,042	–	–	0.01%	790
2024 Q1	$382K	Hold	4,042	–	–	0.01%	783
2023 Q4	$347K	Sell	4,042 -10	-0.2%	-$804	0.01%	771
2023 Q3	$312K	Hold	4,052	–	–	0.01%	762
2023 Q2	$323K	Buy	+4,052	New	+$305K	0.01%	783

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

Mutual Advisors's BBUS Position: Q2 2026 in Review

Mutual Advisors held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 4,713 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #825.

Mutual Advisors first reported a position in BBUS in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Mutual Advisors held 4,713 shares of JPMorgan BetaBuilders US Equity ETF worth $635K as of Q2 2026.
Mutual Advisors left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #825 holding.
Mutual Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 13 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.