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

NewEdge 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	$6.19M	Sell	52,815 -1,526	-3%	-$187K	0.02%	610
2025 Q4	$6.7M	Buy	54,341 +48,773	+876%	+$5.97M	0.02%	557
2025 Q3	$672K	Buy	5,568 +5,128	+1,165%	+$596K	﹤0.01%	1644
2025 Q2	$49.2K	Buy	440 +1	+0.2%	+$103	﹤0.01%	2667
2025 Q1	$44.3K	Buy	439 +361	+463%	+$38.4K	﹤0.01%	2593
2024 Q4	$8.26K	Hold	78	–	–	﹤0.01%	3091
2024 Q3	$8.08K	Buy	+78	New	+$7.78K	﹤0.01%	3007

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NewEdge Advisors's BBUS Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.8% in Q1 2026, selling an estimated $187K and leaving 52,815 shares worth $6.19M. The position accounts for 0.02% of the portfolio, ranked #610.

NewEdge Advisors first reported a position in BBUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.7M in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

NewEdge Advisors held 52,815 shares of JPMorgan BetaBuilders US Equity ETF worth $6.19M as of Q1 2026.
NewEdge Advisors sold 1,526 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $187K.
JPMorgan BetaBuilders US Equity ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #610 holding.
NewEdge Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $6.7M in Q4 2025.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.