P.J. Schmidt Investment Management (PJS)’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$9.23M	Buy	78,799 +4,801	+6%	+$589K	1.55%	15
2025 Q4	$9.12M	Sell	73,998 -1,287	-2%	-$158K	1.48%	17
2025 Q3	$9.08M	Sell	75,285 -2,740	-4%	-$318K	1.5%	17
2025 Q2	$8.73M	Sell	78,025 -556	-0.7%	-$57.5K	1.51%	18
2025 Q1	$7.93M	Sell	78,581 -238	-0.3%	-$25.3K	1.45%	20
2024 Q4	$8.35M	Buy	78,819 +2,535	+3%	+$270K	1.45%	18
2024 Q3	$7.9M	Buy	76,284 +4,640	+6%	+$463K	1.36%	20
2024 Q2	$7.03M	Buy	71,644 +3,447	+5%	+$326K	1.28%	24
2024 Q1	$6.44M	Buy	68,197 +26,692	+64%	+$2.4M	1.21%	27
2023 Q4	$3.66M	Buy	41,505 +6,823	+20%	+$548K	0.72%	44
2023 Q3	$2.66M	Buy	+34,682	New	+$2.78M	0.57%	46

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 $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s BBUS Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 6.5% in Q1 2026, buying an estimated $589K and bringing the position to 78,799 shares worth $9.23M. The position accounts for 1.55% of the portfolio, ranked #15.

P.J. Schmidt Investment Management (PJS) first reported a position in BBUS in Q3 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 78,799 shares of JPMorgan BetaBuilders US Equity ETF worth $9.23M as of Q1 2026.
P.J. Schmidt Investment Management (PJS) bought 4,801 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $589K.
JPMorgan BetaBuilders US Equity ETF made up 1.55% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #15 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and has held it in 11 quarters since.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.