Rothschild Investment LLC’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Rothschild Investment LLC’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	$2.96K	Hold	22	–	–	﹤0.01%	2582
2026 Q1	$2.58K	Hold	22	–	–	﹤0.01%	2431
2025 Q4	$2.71K	Hold	22	–	–	﹤0.01%	2211
2025 Q3	$2.65K	Hold	22	–	–	﹤0.01%	2053
2025 Q2	$2.46K	Hold	22	–	–	﹤0.01%	1922
2025 Q1	$2.22K	Hold	22	–	–	﹤0.01%	1829
2024 Q4	$2.33K	Buy	+22	New	+$2.34K	﹤0.01%	1719

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

Rothschild Investment LLC's BBUS Position: Q2 2026 in Review

Rothschild Investment LLC held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 22 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Rothschild Investment LLC first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Rothschild Investment LLC held 22 shares of JPMorgan BetaBuilders US Equity ETF worth $2.96K as of Q2 2026.
Rothschild Investment LLC left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2582 holding.
Rothschild Investment LLC first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.