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Strategic Financial Planning’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Strategic Financial Planning’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 		– Sell
-161,077
Closed -$7.53M – 50
2026
Q1 		$7.53M Buy
+161,077
New +$19.8M 4.4% 8

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

Strategic Financial Planning's BBUS Position: Q2 2026 in Review

Strategic Financial Planning sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 161,077 shares — an estimated $7.53M sold.

Strategic Financial Planning first reported a position in BBUS in Q1 2026 and held it in 1 quarter. The position peaked at $7.53M in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Strategic Financial Planning reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 161,077 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $7.53M.
  • Strategic Financial Planning first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's JPMorgan BetaBuilders US Equity ETF position peaked at $7.53M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.