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Steward Partners Investment Advisory’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$13.4K Buy
+114
New +$14K ﹤0.01% 3428

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Steward Partners Investment Advisory's BBUS Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026: 114 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #3428 among its holdings.

220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Steward Partners Investment Advisory held 114 shares of JPMorgan BetaBuilders US Equity ETF worth $13.4K as of Q1 2026.
  • JPMorgan BetaBuilders US Equity ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3428 holding.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.