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

Plan Group Financial’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 		$889K Sell
6,599
-249
-4% -$32.5K 0.18% 98
2026
Q1 		$802K Buy
6,848
+112
+2% +$13.7K 0.19% 103
2025
Q4 		$831K Buy
6,736
+1,879
+39% +$230K 0.22% 94
2025
Q3 		$586K Buy
+4,857
New +$564K 0.16% 114

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

Plan Group Financial's BBUS Position: Q2 2026 in Review

Plan Group Financial reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.6% in Q2 2026, selling an estimated $32.5K and leaving 6,599 shares worth $889K. The position accounts for 0.18% of the portfolio, ranked #98.

Plan Group Financial first reported a position in BBUS in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Plan Group Financial held 6,599 shares of JPMorgan BetaBuilders US Equity ETF worth $889K as of Q2 2026.
  • Plan Group Financial sold 249 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $32.5K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.18% of Plan Group Financial's portfolio in Q2 2026, its #98 holding.
  • Plan Group Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.