TFB Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

TFB Advisors’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	$311K	Sell	2,657 -7,041	-73%	-$864K	0.16%	144
2025 Q4	$1.2M	Buy	9,698 +94	+1%	+$11.5K	0.33%	67
2025 Q3	$1.15M	Sell	9,604 -3,248	-25%	-$377K	0.34%	66
2025 Q2	$1.44M	Sell	12,852 -1,401	-10%	-$145K	0.38%	61
2025 Q1	$1.44M	Buy	14,253 +345	+2%	+$36.7K	0.41%	56
2024 Q4	$1.47M	Buy	13,908 +59	+0.4%	+$6.29K	0.42%	54
2024 Q3	$1.43M	Buy	13,849 +2,533	+22%	+$253K	0.43%	50
2024 Q2	$1.11M	Sell	11,316 -1,230	-10%	-$116K	0.36%	64
2024 Q1	$1.13M	Sell	12,546 -1,754	-12%	-$158K	0.41%	55
2023 Q4	$1.23M	Sell	14,300 -2,443	-15%	-$196K	0.63%	46
2023 Q3	$1.29M	Buy	16,743 +4,018	+32%	+$322K	1.57%	17
2023 Q2	$1.01M	Buy	12,725 +2,171	+21%	+$164K	0.44%	53
2023 Q1	$776K	Sell	10,554 -457	-4%	-$32.7K	0.59%	36
2022 Q4	$755K	Buy	+11,011	New	+$760K	0.63%	39

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

TFB Advisors's BBUS Position: Q1 2026 in Review

TFB Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 73% in Q1 2026, selling an estimated $864K and leaving 2,657 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #144.

TFB Advisors first reported a position in BBUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2024. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

TFB Advisors held 2,657 shares of JPMorgan BetaBuilders US Equity ETF worth $311K as of Q1 2026.
TFB Advisors sold 7,041 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $864K.
JPMorgan BetaBuilders US Equity ETF made up 0.16% of TFB Advisors's portfolio in Q1 2026, its #144 holding.
TFB Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and has held it in 14 quarters since.
TFB Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $1.47M in Q4 2024.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.