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Root Financial Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Root Financial Partners’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 		– Sell
-1,418
Closed -$166K – 696
2026
Q1 		$166K Buy
+1,418
New +$174K 0.01% 379

Other funds holding BBUS

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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

Root Financial Partners's BBUS Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 1,418 shares — an estimated $166K sold.

Root Financial Partners first reported a position in BBUS in Q1 2026 and held it in 1 quarter. The position peaked at $166K in Q1 2026. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,418 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $166K.
  • Root Financial Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $166K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.