Raymond James Financial’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Raymond James 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 Q1	$65.8M	Buy	561,562 +339,205	+153%	+$41.6M	0.02%	709
2025 Q4	$27.4M	Buy	222,357 +109,232	+97%	+$13.4M	0.01%	1226
2025 Q3	$13.6M	Buy	113,125 +67,957	+150%	+$7.89M	﹤0.01%	1688
2025 Q2	$5.06M	Buy	45,168 +23,483	+108%	+$2.43M	﹤0.01%	2376
2025 Q1	$2.19M	Sell	21,685 -238,872	-92%	-$25.4M	﹤0.01%	2923
2024 Q4	$27.6M	Buy	+260,557	New	+$27.8M	0.01%	1095

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial's BBUS Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 153% in Q1 2026, buying an estimated $41.6M and bringing the position to 561,562 shares worth $65.8M. The position accounts for 0.02% of the portfolio, ranked #709.

Raymond James Financial first reported a position in BBUS in Q4 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Raymond James Financial held 561,562 shares of JPMorgan BetaBuilders US Equity ETF worth $65.8M as of Q1 2026.
Raymond James Financial bought 339,205 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $41.6M.
JPMorgan BetaBuilders US Equity ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #709 holding.
Raymond James Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.