Pine Grove Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Pine Grove Financial Group’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 Q3	$14.7M	Sell	106,795 -3,366	-3%	-$461K	1.42%	19
2026 Q2	$14.5M	Buy	110,161 +16,405	+17%	+$2.14M	1.47%	20
2026 Q1	$11M	Buy	93,756 +9,347	+11%	+$1.15M	1.28%	27
2025 Q4	$10.4M	Buy	+84,409	New	+$10.3M	1.26%	25

Other funds holding BBUS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pine Grove Financial Group's BBUS Position: Q3 2026 in Review

Pine Grove Financial Group reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.1% in Q3 2026, selling an estimated $461K and leaving 106,795 shares worth $14.7M. The position accounts for 1.42% of the portfolio, ranked #19.

Pine Grove Financial Group first reported a position in BBUS in Q4 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

Pine Grove Financial Group held 106,795 shares of JPMorgan BetaBuilders US Equity ETF worth $14.7M as of Q3 2026.
Pine Grove Financial Group sold 3,366 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $461K.
JPMorgan BetaBuilders US Equity ETF made up 1.42% of Pine Grove Financial Group's portfolio in Q3 2026, its #19 holding.
Pine Grove Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 4 quarters since.
207 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.