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 Q3	$195K	Buy	+1,418	New	+$194K	0.01%	450
2026 Q2	–	Sell	-1,418	Closed	-$166K	–	696
2026 Q1	$166K	Buy	+1,418	New	+$174K	0.01%	379

Other funds holding BBUS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's BBUS Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2026: 1,418 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBUS as recently as Q1 2026.

Root Financial Partners first reported a position in BBUS in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

Root Financial Partners held 1,418 shares of JPMorgan BetaBuilders US Equity ETF worth $195K as of Q3 2026.
JPMorgan BetaBuilders US Equity ETF was a new Root Financial Partners position in Q3 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #450 holding.
Root Financial Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and has held it in 2 quarters since.
207 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.