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 Q1	$166K	Buy	+1,418	New	+$174K	0.01%	379

Other funds holding BBUS

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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 $13B AUM 17.65% 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 $49B AUM 17.78% 1-Year Est. Return

Root Financial Partners's BBUS Position: Q1 2026 in Review

Root Financial Partners opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026: 1,418 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Root Financial Partners held 1,418 shares of JPMorgan BetaBuilders US Equity ETF worth $166K as of Q1 2026.
JPMorgan BetaBuilders US Equity ETF was a new Root Financial Partners position in Q1 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #379 holding.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.