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Synergy Investment Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Synergy Investment 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
Q1 		$21.2K Buy
+181
New +$22.2K 0.01% 399
2025
Q2 		– Sell
-146
Closed -$14.7K – 119
2025
Q1 		$14.7K Buy
146
+37
+34% +$3.93K 0.01% 344
2024
Q4 		$11.5K Buy
+109
New +$11.6K 0.01% 380

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

Synergy Investment Management's BBUS Position: Q1 2026 in Review

Synergy Investment Management opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026: 181 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BBUS as recently as Q1 2025.

Synergy Investment Management first reported a position in BBUS in Q4 2024 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Synergy Investment Management held 181 shares of JPMorgan BetaBuilders US Equity ETF worth $21.2K as of Q1 2026.
  • JPMorgan BetaBuilders US Equity ETF was a new Synergy Investment Management position in Q1 2026.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #399 holding.
  • Synergy Investment Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.