Semus Wealth Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Semus Wealth 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 Q2	$721K	Sell	5,352 -249	-4%	-$32.5K	0.35%	53
2026 Q1	$656K	Buy	5,601 +173	+3%	+$21.2K	0.37%	50
2025 Q4	$669K	Sell	5,428 -559	-9%	-$68.4K	0.36%	51
2025 Q3	$722K	Buy	5,987 +224	+4%	+$26K	0.41%	47
2025 Q2	$645K	Sell	5,763 -399	-6%	-$41.3K	0.42%	48
2025 Q1	$622K	Buy	6,162 +153	+3%	+$16.3K	0.43%	47
2024 Q4	$636K	Buy	6,009 +24	+0.4%	+$2.56K	0.42%	46
2024 Q3	$620K	Buy	5,985 +779	+15%	+$77.7K	0.43%	48
2024 Q2	$511K	Buy	5,206 +705	+16%	+$66.6K	0.39%	47
2024 Q1	$425K	Buy	+4,501	New	+$405K	0.36%	63

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

Semus Wealth Partners's BBUS Position: Q2 2026 in Review

Semus Wealth Partners reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 4.4% in Q2 2026, selling an estimated $32.5K and leaving 5,352 shares worth $721K. The position accounts for 0.35% of the portfolio, ranked #53.

Semus Wealth Partners first reported a position in BBUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $722K in Q3 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Semus Wealth Partners held 5,352 shares of JPMorgan BetaBuilders US Equity ETF worth $721K as of Q2 2026.
Semus Wealth Partners sold 249 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $32.5K.
JPMorgan BetaBuilders US Equity ETF made up 0.35% of Semus Wealth Partners's portfolio in Q2 2026, its #53 holding.
Semus Wealth Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Semus Wealth Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $722K in Q3 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.