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

OneDigital Investment 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 		$1.23M Buy
10,502
+6,176
+143% +$757K 0.01% 616
2025
Q4 		$533K Buy
+4,326
New +$529K 0.01% 914

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OneDigital Investment Advisors's BBUS Position: Q1 2026 in Review

OneDigital Investment Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 143% in Q1 2026, buying an estimated $757K and bringing the position to 10,502 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #616.

OneDigital Investment Advisors first reported a position in BBUS in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • OneDigital Investment Advisors held 10,502 shares of JPMorgan BetaBuilders US Equity ETF worth $1.23M as of Q1 2026.
  • OneDigital Investment Advisors bought 6,176 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $757K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #616 holding.
  • OneDigital Investment Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.