Paladin Wealth’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Paladin Wealth’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	$677K	Buy	5,025 +16	+0.3%	+$2.09K	0.39%	76
2026 Q1	$587K	Buy	5,009 +1,135	+29%	+$139K	0.4%	81
2025 Q4	$478K	Buy	3,874 +169	+5%	+$20.7K	0.33%	98
2025 Q3	$447K	Sell	3,705 -12,353	-77%	-$1.43M	0.32%	98
2025 Q2	$1.8M	Sell	16,058 -2,167	-12%	-$224K	1.4%	17
2025 Q1	$1.84M	Buy	+18,225	New	+$1.94M	1.65%	15

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

Paladin Wealth's BBUS Position: Q2 2026 in Review

Paladin Wealth increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.32% in Q2 2026, buying an estimated $2.09K and bringing the position to 5,025 shares worth $677K. The position accounts for 0.39% of the portfolio, ranked #76.

Paladin Wealth first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2025. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Paladin Wealth held 5,025 shares of JPMorgan BetaBuilders US Equity ETF worth $677K as of Q2 2026.
Paladin Wealth bought 16 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $2.09K.
JPMorgan BetaBuilders US Equity ETF made up 0.39% of Paladin Wealth's portfolio in Q2 2026, its #76 holding.
Paladin Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Paladin Wealth's JPMorgan BetaBuilders US Equity ETF position peaked at $1.84M in Q1 2025.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.