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The Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

The Wealth Group’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 		$84.7M Buy
628,517
+38,509
+7% +$5.03M 16.2% 2
2026
Q1 		$69.1M Buy
590,008
+45,989
+8% +$5.64M 15.75% 2
2025
Q4 		$67.1M Buy
544,019
+166,193
+44% +$20.3M 15.01% 2
2025
Q3 		$45.6M Buy
377,826
+156,872
+71% +$18.2M 10.55% 2
2025
Q2 		$24.7M Buy
220,954
+171,866
+350% +$17.8M 6.3% 4
2025
Q1 		$4.95M Buy
+49,088
New +$5.22M 1.45% 10

Other funds holding BBUS

KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

The Wealth Group's BBUS Position: Q2 2026 in Review

The Wealth Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 6.5% in Q2 2026, buying an estimated $5.03M and bringing the position to 628,517 shares worth $84.7M. The position accounts for 16.2% of the portfolio, ranked #2.

The Wealth Group first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • The Wealth Group held 628,517 shares of JPMorgan BetaBuilders US Equity ETF worth $84.7M as of Q2 2026.
  • The Wealth Group bought 38,509 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $5.03M.
  • JPMorgan BetaBuilders US Equity ETF made up 16.2% of The Wealth Group's portfolio in Q2 2026, its #2 holding.
  • The Wealth Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.