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

Perigon Wealth 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	$64.1M	Buy	475,747 +25,886	+6%	+$3.38M	1.01%	14
2026 Q1	$52.7M	Buy	449,861 +16,901	+4%	+$2.07M	0.96%	15
2025 Q4	$53.4M	Buy	432,960 +18,935	+5%	+$2.32M	0.96%	16
2025 Q3	$50M	Buy	414,025 +11,514	+3%	+$1.34M	1.02%	13
2025 Q2	$45M	Buy	402,511 +2,049	+0.5%	+$212K	1.05%	12
2025 Q1	$40.4M	Buy	400,462 +2,864	+0.7%	+$305K	1.04%	13
2024 Q4	$42.6M	Buy	397,598 +31,503	+9%	+$3.36M	1.05%	13
2024 Q3	$37.9M	Buy	366,095 +33,043	+10%	+$3.3M	1%	15
2024 Q2	$32.7M	Buy	333,052 +26,737	+9%	+$2.53M	0.95%	16
2024 Q1	$28.9M	Buy	+306,315	New	+$27.5M	0.88%	18

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

Perigon Wealth Management's BBUS Position: Q2 2026 in Review

Perigon Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.8% in Q2 2026, buying an estimated $3.38M and bringing the position to 475,747 shares worth $64.1M. The position accounts for 1.01% of the portfolio, ranked #14.

Perigon Wealth Management first reported a position in BBUS in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Perigon Wealth Management held 475,747 shares of JPMorgan BetaBuilders US Equity ETF worth $64.1M as of Q2 2026.
Perigon Wealth Management bought 25,886 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $3.38M.
JPMorgan BetaBuilders US Equity ETF made up 1.01% of Perigon Wealth Management's portfolio in Q2 2026, its #14 holding.
Perigon Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.