SVWG
BBUS icon

Shared Vision Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Shared Vision Wealth Group’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 		$383K Sell
2,845
-52
-2% -$6.79K 0.13% 83
2026
Q1 		$339K Sell
2,897
-13
-0.4% -$1.59K 0.14% 79
2025
Q4 		$364K Sell
2,910
-395
-12% -$48.3K 0.15% 72
2025
Q3 		$400K Sell
3,305
-196
-6% -$22.8K 0.17% 66
2025
Q2 		$401K Buy
3,501
+482
+16% +$49.8K 0.2% 57
2025
Q1 		$305K Buy
3,019
+433
+17% +$46K 0.17% 61
2024
Q4 		$274K Sell
2,586
-84
-3% -$8.95K 0.14% 66
2024
Q3 		$277K Hold
2,670
– – 0.15% 62
2024
Q2 		$262K Buy
2,670
+1
+0% +$94 0.15% 63
2024
Q1 		$252K Sell
2,669
-33
-1% -$2.97K 0.16% 64
2023
Q4 		$232K Buy
+2,702
New +$217K 0.16% 68

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
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

Shared Vision Wealth Group's BBUS Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.8% in Q2 2026, selling an estimated $6.79K and leaving 2,845 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #83.

Shared Vision Wealth Group first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $401K in Q2 2025. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Shared Vision Wealth Group held 2,845 shares of JPMorgan BetaBuilders US Equity ETF worth $383K as of Q2 2026.
  • Shared Vision Wealth Group sold 52 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $6.79K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.13% of Shared Vision Wealth Group's portfolio in Q2 2026, its #83 holding.
  • Shared Vision Wealth Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Shared Vision Wealth Group's JPMorgan BetaBuilders US Equity ETF position peaked at $401K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.