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Private Trust Company’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Private Trust Company’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 		$1.34M Buy
9,924
+163
+2% +$21.3K 0.11% 210
2026
Q1 		$1.14M Buy
9,761
+307
+3% +$37.7K 0.1% 227
2025
Q4 		$1.17M Buy
9,454
+31
+0.3% +$3.79K 0.1% 223
2025
Q3 		$1.14M Buy
9,423
+1,695
+22% +$197K 0.1% 224
2025
Q2 		$865K Sell
7,728
-1,165
-13% -$120K 0.08% 262
2025
Q1 		$897K Buy
8,893
+1,090
+14% +$116K 0.09% 239
2024
Q4 		$826K Sell
7,803
-284
-4% -$30.3K 0.08% 259
2024
Q3 		$838K Buy
8,087
+1,815
+29% +$181K 0.08% 263
2024
Q2 		$615K Sell
6,272
-117
-2% -$11.1K 0.07% 322
2024
Q1 		$603K Buy
6,389
+1,099
+21% +$98.8K 0.07% 324
2023
Q4 		$454K Buy
5,290
+1,553
+42% +$125K 0.05% 369
2023
Q3 		$288K Buy
3,737
+251
+7% +$20.1K 0.04% 464
2023
Q2 		$278K Buy
3,486
+1,844
+112% +$139K 0.04% 464
2023
Q1 		$121K Sell
1,642
-1,981
-55% -$142K 0.02% 707
2022
Q4 		$248K Buy
+3,623
New +$250K 0.04% 455

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 Trust Company's BBUS Position: Q2 2026 in Review

Private Trust Company increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 9,924 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #210.

Private Trust Company first reported a position in BBUS in Q4 2022 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Private Trust Company held 9,924 shares of JPMorgan BetaBuilders US Equity ETF worth $1.34M as of Q2 2026.
  • Private Trust Company bought 163 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $21.3K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.11% of Private Trust Company's portfolio in Q2 2026, its #210 holding.
  • Private Trust Company first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.