O'Shaughnessy Asset Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

O'Shaughnessy Asset 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	$25.6K	Sell	190 -341	-64%	-$44.6K	﹤0.01%	2348
2026 Q1	$62.2K	Buy	531 +1	+0.2%	+$123	﹤0.01%	2208
2025 Q4	$65.4K	Buy	530 +339	+177%	+$41.5K	﹤0.01%	2198
2025 Q3	$23K	Buy	191 +1	+0.5%	+$116	﹤0.01%	2270
2025 Q2	$21.3K	Sell	190 -2,240	-92%	-$232K	﹤0.01%	2116
2025 Q1	$245K	Buy	+2,430	New	+$258K	﹤0.01%	1690

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

O'Shaughnessy Asset Management's BBUS Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 64% in Q2 2026, selling an estimated $44.6K and leaving 190 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

O'Shaughnessy Asset Management first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $245K in Q1 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

O'Shaughnessy Asset Management held 190 shares of JPMorgan BetaBuilders US Equity ETF worth $25.6K as of Q2 2026.
O'Shaughnessy Asset Management sold 341 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $44.6K.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2348 holding.
O'Shaughnessy Asset Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
O'Shaughnessy Asset Management's JPMorgan BetaBuilders US Equity ETF position peaked at $245K in Q1 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.