Osaic Holdings
BBUS icon

Osaic Holdings’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Osaic Holdings’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 		$62.2M Buy
461,335
+174,398
+61% +$22.8M 0.07% 278
2026
Q1 		$33.6M Buy
286,937
+33,468
+13% +$4.1M 0.05% 391
2025
Q4 		$31.3M Sell
253,469
-24,404
-9% -$2.99M 0.05% 421
2025
Q3 		$33M Buy
277,873
+6,352
+2% +$738K 0.05% 425
2025
Q2 		$29.5M Buy
271,521
+94,458
+53% +$9.77M 0.05% 365
2025
Q1 		$17.9M Sell
177,063
-162,923
-48% -$17.3M 0.04% 452
2024
Q4 		$36M Buy
339,986
+87,511
+35% +$9.33M 0.08% 247
2024
Q3 		$26.2M Buy
252,475
+39,656
+19% +$3.96M 0.06% 319
2024
Q2 		$20.9M Buy
212,819
+30,424
+17% +$2.87M 0.05% 382
2024
Q1 		$17.2M Sell
182,395
-164,140
-47% -$14.8M 0.04% 460
2023
Q4 		$29.8M Buy
346,535
+34,537
+11% +$2.78M 0.05% 352
2023
Q3 		$24M Buy
311,998
+258,613
+484% +$20.7M 0.04% 475
2023
Q2 		$4.23M Sell
53,385
-1,243
-2% -$93.7K 0.01% 1302
2023
Q1 		$4.01M Sell
54,628
-10,506
-16% -$753K 0.01% 1312
2022
Q4 		$4.46M Sell
65,134
-10,006
-13% -$691K 0.01% 1179
2022
Q3 		$4.83M Sell
75,140
-8,870
-11% -$634K 0.01% 1038
2022
Q2 		$5.72M Buy
84,010
+8,006
+11% +$591K 0.01% 953
2022
Q1 		$3.63M Buy
76,004
+10,205
+16% +$822K 0.01% 1444
2021
Q4 		$5.7M Buy
65,799
+17,170
+35% +$1.44M 0.01% 1028
2021
Q3 		$3.86M Buy
48,629
+7,526
+18% +$610K 0.01% 1217
2021
Q2 		$3.25M Buy
41,103
+2,266
+6% +$174K 0.01% 1329
2021
Q1 		$2.85M Sell
38,837
-128
-0.3% -$9.09K 0.01% 1324
2020
Q4 		$2.68M Buy
38,965
+36,605
+1,551% +$2.38M 0.01% 1229
2020
Q3 		$144K Sell
2,360
-315
-12% -$19K ﹤0.01% 3525
2020
Q2 		$150K Buy
2,675
+570
+27% +$30.2K ﹤0.01% 3378
2020
Q1 		$98K Buy
+2,105
New +$116K ﹤0.01% 3487

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

Osaic Holdings's BBUS Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 61% in Q2 2026, buying an estimated $22.8M and bringing the position to 461,335 shares worth $62.2M. The position accounts for 0.07% of the portfolio, ranked #278.

Osaic Holdings first reported a position in BBUS in Q1 2020 and has held it in 26 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Osaic Holdings held 461,335 shares of JPMorgan BetaBuilders US Equity ETF worth $62.2M as of Q2 2026.
  • Osaic Holdings bought 174,398 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $22.8M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.07% of Osaic Holdings's portfolio in Q2 2026, its #278 holding.
  • Osaic Holdings first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.