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&Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

&Partners’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 		$207K Buy
1,769
+87
+5% +$10.7K ﹤0.01% 2228
2025
Q4 		$207K Buy
+1,682
New +$206K ﹤0.01% 2128

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 $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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

&Partners's BBUS Position: Q1 2026 in Review

&Partners increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.2% in Q1 2026, buying an estimated $10.7K and bringing the position to 1,769 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

&Partners first reported a position in BBUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • &Partners held 1,769 shares of JPMorgan BetaBuilders US Equity ETF worth $207K as of Q1 2026.
  • &Partners bought 87 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $10.7K.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2228 holding.
  • &Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $207K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.