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Private Advisor Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Private Advisor 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
Q2 		$10M Sell
74,410
-26,897
-27% -$3.51M 0.05% 390
2026
Q1 		$11.9M Buy
101,307
+19,776
+24% +$2.43M 0.06% 354
2025
Q4 		$10.1M Buy
81,531
+36,938
+83% +$4.52M 0.05% 397
2025
Q3 		$5.38M Sell
44,593
-11,868
-21% -$1.38M 0.03% 584
2025
Q2 		$6.32M Sell
56,461
-6,962
-11% -$720K 0.03% 486
2025
Q1 		$6.4M Sell
63,423
-3,974
-6% -$423K 0.04% 456
2024
Q4 		$7.14M Buy
67,397
+9,491
+16% +$1.01M 0.04% 414
2024
Q3 		$6M Buy
57,906
+23,963
+71% +$2.39M 0.04% 461
2024
Q2 		$3.33M Sell
33,943
-40
-0.1% -$3.78K 0.02% 628
2024
Q1 		$3.21M Sell
33,983
-5,825
-15% -$524K 0.02% 618
2023
Q4 		$3.42M Buy
39,808
+17,234
+76% +$1.39M 0.03% 572
2023
Q3 		$1.74M Buy
22,574
+7,255
+47% +$581K 0.02% 764
2023
Q2 		$1.26M Buy
15,319
+6,069
+66% +$458K 0.01% 936
2023
Q1 		$680K Buy
+9,250
New +$663K 0.01% 1186

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

Private Advisor Group's BBUS Position: Q2 2026 in Review

Private Advisor Group reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 27% in Q2 2026, selling an estimated $3.51M and leaving 74,410 shares worth $10M. The position accounts for 0.05% of the portfolio, ranked #390.

Private Advisor Group first reported a position in BBUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Private Advisor Group held 74,410 shares of JPMorgan BetaBuilders US Equity ETF worth $10M as of Q2 2026.
  • Private Advisor Group sold 26,897 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $3.51M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #390 holding.
  • Private Advisor Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • Private Advisor Group's JPMorgan BetaBuilders US Equity ETF position peaked at $11.9M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.