Nabity-Jensen Investment Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Nabity-Jensen Investment Management’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	$691K	Hold	5,132	–	–	0.42%	41
2026 Q1	$601K	Hold	5,132	–	–	0.42%	41
2025 Q4	$633K	Hold	5,132	–	–	0.43%	40
2025 Q3	$619K	Sell	5,132 -725	-12%	-$84.2K	0.43%	40
2025 Q2	$656K	Hold	5,857	–	–	0.48%	40
2025 Q1	$591K	Hold	5,857	–	–	0.47%	43
2024 Q4	$620K	Hold	5,857	–	–	0.47%	43
2024 Q3	$607K	Hold	5,857	–	–	0.46%	43
2024 Q2	$575K	Buy	+5,857	New	+$553K	0.47%	40

Other funds holding BBUS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Nabity-Jensen Investment Management's BBUS Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 5,132 shares worth $691K. The position accounts for 0.42% of the portfolio, ranked #41.

Nabity-Jensen Investment Management first reported a position in BBUS in Q2 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Nabity-Jensen Investment Management held 5,132 shares of JPMorgan BetaBuilders US Equity ETF worth $691K as of Q2 2026.
Nabity-Jensen Investment Management left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.42% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #41 holding.
Nabity-Jensen Investment Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.