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

Sequoia Financial 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	–	Sell	-2,578	Closed	-$311K	–	1935
2025 Q3	$311K	Buy	2,578 +56	+2%	+$6.5K	﹤0.01%	1378
2025 Q2	$282K	Buy	2,522 +401	+19%	+$41.5K	﹤0.01%	1293
2025 Q1	$214K	Buy	+2,121	New	+$226K	﹤0.01%	1233

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Sequoia Financial Advisors's BBUS Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 2,578 shares — an estimated $311K sold.

Sequoia Financial Advisors first reported a position in BBUS in Q1 2025 and held it in 3 quarters. The position peaked at $311K in Q3 2025. 218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

Sequoia Financial Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 2,578 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $311K.
Sequoia Financial Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and held it in 3 quarters.
Sequoia Financial Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $311K in Q3 2025.
218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.