MA
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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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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 $49B AUM 17.78% 1-Year Est. Return