Rockefeller Capital Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Rockefeller Capital Management’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	$1.02M	Buy	7,550 +522	+7%	+$68.2K	﹤0.01%	1689
2026 Q1	$824K	Sell	7,028 -3,014	-30%	-$370K	﹤0.01%	1708
2025 Q4	$1.24M	Sell	10,042 -7,322	-42%	-$896K	﹤0.01%	1467
2025 Q3	$2.1M	Buy	+17,364	New	+$2.02M	﹤0.01%	1145
2022 Q3	–	Sell	-190	Closed	-$12K	–	3885
2022 Q2	$12K	Buy	190 +178	+1,483%	+$13.1K	﹤0.01%	3004
2022 Q1	$0	Buy	+12	New	+$967	﹤0.01%	3864

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

Rockefeller Capital Management's BBUS Position: Q2 2026 in Review

Rockefeller Capital Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 7.4% in Q2 2026, buying an estimated $68.2K and bringing the position to 7,550 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Rockefeller Capital Management first reported a position in BBUS in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.1M in Q3 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Rockefeller Capital Management held 7,550 shares of JPMorgan BetaBuilders US Equity ETF worth $1.02M as of Q2 2026.
Rockefeller Capital Management bought 522 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $68.2K.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1689 holding.
Rockefeller Capital Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 6 quarters since.
Rockefeller Capital Management's JPMorgan BetaBuilders US Equity ETF position peaked at $2.1M in Q3 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.