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

Rossby Financial’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	$48.6K	Sell	361 -20	-5%	-$2.61K	0.01%	702
2026 Q1	$45K	Sell	381 -10	-3%	-$1.23K	0.01%	762
2025 Q4	$48.2K	Sell	391 -234	-37%	-$28.6K	0.01%	549
2025 Q3	$75.7K	Hold	625	–	–	0.02%	453
2025 Q2	$70K	Hold	625	–	–	0.03%	428
2025 Q1	$62.2K	Buy	+625	New	+$66.5K	0.03%	432

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

Rossby Financial's BBUS Position: Q2 2026 in Review

Rossby Financial reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.2% in Q2 2026, selling an estimated $2.61K and leaving 361 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #702.

Rossby Financial first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $75.7K in Q3 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Rossby Financial held 361 shares of JPMorgan BetaBuilders US Equity ETF worth $48.6K as of Q2 2026.
Rossby Financial sold 20 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $2.61K.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #702 holding.
Rossby Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's JPMorgan BetaBuilders US Equity ETF position peaked at $75.7K in Q3 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.