SHWA
BBUS icon

Safe Harbor Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Safe Harbor Wealth Advisors’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
2025
Q4 		$719K Buy
+5,858
New +$717K 0.7% 25

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Safe Harbor Wealth Advisors's BBUS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025: 5,858 shares worth $719K. The stake represents 0.7% of the portfolio and ranks #25 among its holdings.

218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • Safe Harbor Wealth Advisors held 5,858 shares of JPMorgan BetaBuilders US Equity ETF worth $719K as of Q4 2025.
  • JPMorgan BetaBuilders US Equity ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • JPMorgan BetaBuilders US Equity ETF made up 0.7% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #25 holding.
  • 218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.