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Nations Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Nations Financial Group’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 		$1.77M Hold
13,163
– – 0.08% 245
2026
Q1 		$1.54M Sell
13,163
-481
-4% -$59K 0.08% 258
2025
Q4 		$1.68M Sell
13,644
-895
-6% -$110K 0.09% 230
2025
Q3 		$1.75M Buy
14,539
+158
+1% +$18.3K 0.11% 217
2025
Q2 		$1.61M Buy
14,381
+2,463
+21% +$255K 0.11% 213
2025
Q1 		$1.2M Buy
+11,918
New +$1.27M 0.09% 245

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Nations Financial Group's BBUS Position: Q2 2026 in Review

Nations Financial Group held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 13,163 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #245.

Nations Financial Group first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Nations Financial Group held 13,163 shares of JPMorgan BetaBuilders US Equity ETF worth $1.77M as of Q2 2026.
  • Nations Financial Group left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #245 holding.
  • Nations Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.