Richardson Financial Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Richardson Financial Services’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	$1.21M	Buy	8,969 +1,004	+13%	+$131K	0.69%	29
2026 Q1	$933K	Sell	7,965 -83	-1%	-$10.2K	0.58%	36
2025 Q4	$992K	Buy	8,048 +546	+7%	+$66.8K	0.32%	37
2025 Q3	$905K	Buy	7,502 +1,144	+18%	+$133K	0.56%	45
2025 Q2	$711K	Buy	6,358 +400	+7%	+$41.4K	0.48%	55
2025 Q1	$601K	Buy	5,958 +1,391	+30%	+$148K	0.46%	63
2024 Q4	$486K	Buy	4,567 +1,027	+29%	+$109K	0.34%	79
2024 Q3	$347K	Hold	3,540	–	–	0.22%	110
2024 Q2	$347K	Sell	3,540 -43	-1%	-$4.06K	0.25%	105
2024 Q1	$338K	Sell	3,583 -1,392	-28%	-$125K	0.24%	103
2023 Q4	$427K	Buy	+4,975	New	+$400K	0.37%	78

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

Richardson Financial Services's BBUS Position: Q2 2026 in Review

Richardson Financial Services increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 8,969 shares worth $1.21M. The position accounts for 0.69% of the portfolio, ranked #29.

Richardson Financial Services first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Richardson Financial Services held 8,969 shares of JPMorgan BetaBuilders US Equity ETF worth $1.21M as of Q2 2026.
Richardson Financial Services bought 1,004 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $131K.
JPMorgan BetaBuilders US Equity ETF made up 0.69% of Richardson Financial Services's portfolio in Q2 2026, its #29 holding.
Richardson Financial Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.