Patriot Financial Group Insurance Agency’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-3,572	Closed	-$419K	–	501
2026 Q1	$419K	Buy	3,572 +1,786	+100%	+$219K	0.02%	482
2025 Q4	$220K	Hold	1,786	–	–	0.03%	461
2025 Q3	$215K	Buy	+1,786	New	+$207K	0.03%	448
2022 Q3	–	Sell	-195	Closed	-$13K	–	538
2022 Q2	$13K	Hold	195	–	–	﹤0.01%	1149
2022 Q1	$16K	Hold	195	–	–	﹤0.01%	1168
2021 Q4	$17K	Buy	195 +81	+71%	+$6.8K	﹤0.01%	1276
2021 Q3	$9K	Hold	114	–	–	﹤0.01%	1504
2021 Q2	$9K	Hold	114	–	–	﹤0.01%	1465
2021 Q1	$8K	Hold	114	–	–	﹤0.01%	1414
2020 Q4	$8K	Buy	+114	New	+$7.42K	﹤0.01%	1282

Other funds holding BBUS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BBUS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 3,572 shares — an estimated $419K sold.

Patriot Financial Group Insurance Agency first reported a position in BBUS in Q4 2020 and held it in 10 quarters. The position peaked at $419K in Q1 2026. 145 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,572 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $419K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's JPMorgan BetaBuilders US Equity ETF position peaked at $419K in Q1 2026.
145 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.