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Spire Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Spire Wealth Management’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 		$199K Buy
1,474
+9
+0.6% +$1.18K 0.01% 791
2026
Q1 		$172K Buy
1,465
+190
+15% +$23.3K 0.01% 833
2025
Q4 		$157K Sell
1,275
-81
-6% -$9.91K 0.01% 865
2025
Q3 		$164K Buy
1,356
+120
+10% +$13.9K 0.01% 841
2025
Q2 		$138K Buy
1,236
+809
+189% +$83.7K 0.01% 866
2025
Q1 		$43.1K Buy
427
+212
+99% +$22.5K ﹤0.01% 1332
2024
Q4 		$22.8K Sell
215
-3
-1% -$320 ﹤0.01% 1581
2024
Q3 		$22.6K Buy
218
+9
+4% +$898 ﹤0.01% 1404
2024
Q2 		$20.5K Sell
209
-4
-2% -$378 ﹤0.01% 1434
2024
Q1 		$20.1K Sell
213
-29
-12% -$2.61K ﹤0.01% 1510
2023
Q4 		$21.1K Sell
242
-79
-25% -$6.35K ﹤0.01% 1523
2023
Q3 		$24.7K Sell
321
-23
-7% -$1.84K ﹤0.01% 1420
2023
Q2 		$27.4K Sell
344
-42
-11% -$3.17K ﹤0.01% 1450
2023
Q1 		$28.4K Buy
+386
New +$27.7K ﹤0.01% 1464

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

Spire Wealth Management's BBUS Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.61% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,474 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #791.

Spire Wealth Management first reported a position in BBUS in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Spire Wealth Management held 1,474 shares of JPMorgan BetaBuilders US Equity ETF worth $199K as of Q2 2026.
  • Spire Wealth Management bought 9 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $1.18K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #791 holding.
  • Spire Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.