Salem Investment Counselors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Salem Investment Counselors’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	$1.97M	Buy	14,619 +518	+4%	+$67.7K	0.05%	174
2026 Q1	$1.65M	Buy	14,101 +4,434	+46%	+$544K	0.05%	171
2025 Q4	$1.19M	Buy	9,667 +9,653	+68,950%	+$1.18M	0.03%	193
2025 Q3	$1.69K	Hold	14	–	–	﹤0.01%	1085
2025 Q2	$1.57K	Hold	14	–	–	﹤0.01%	1058
2025 Q1	$1.41K	Hold	14	–	–	﹤0.01%	1082
2024 Q4	$1.48K	Hold	14	–	–	﹤0.01%	1056
2024 Q3	$1.45K	Hold	14	–	–	﹤0.01%	1061
2024 Q2	$1.37K	Hold	14	–	–	﹤0.01%	1054
2024 Q1	$1.32K	Hold	14	–	–	﹤0.01%	1064
2023 Q4	$1.2K	Hold	14	–	–	﹤0.01%	1017
2023 Q3	$1.08K	Sell	14 -120	-90%	-$9.62K	﹤0.01%	1017
2023 Q2	$10.7K	Hold	134	–	–	﹤0.01%	815
2023 Q1	$9.85K	Hold	134	–	–	﹤0.01%	817
2022 Q4	$9.18K	Hold	134	–	–	﹤0.01%	798
2022 Q3	$9K	Hold	134	–	–	﹤0.01%	766
2022 Q2	$9K	Hold	134	–	–	﹤0.01%	791
2022 Q1	$11K	Buy	134 +14	+12%	+$1.13K	﹤0.01%	736
2021 Q4	$10K	Buy	+120	New	+$10.1K	﹤0.01%	823

Other funds holding BBUS

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Salem Investment Counselors's BBUS Position: Q2 2026 in Review

Salem Investment Counselors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.7% in Q2 2026, buying an estimated $67.7K and bringing the position to 14,619 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #174.

Salem Investment Counselors first reported a position in BBUS in Q4 2021 and has held it in 19 quarters since. 127 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Salem Investment Counselors held 14,619 shares of JPMorgan BetaBuilders US Equity ETF worth $1.97M as of Q2 2026.
Salem Investment Counselors bought 518 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $67.7K.
JPMorgan BetaBuilders US Equity ETF made up 0.05% of Salem Investment Counselors's portfolio in Q2 2026, its #174 holding.
Salem Investment Counselors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and has held it in 19 quarters since.
127 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.