TWM
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Tradition Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Tradition Wealth 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
Q2 		$55.8M Buy
414,000
+17,359
+4% +$2.27M 3.41% 1
2026
Q1 		$46.5M Buy
396,641
+39,071
+11% +$4.79M 3.31% 1
2025
Q4 		$44.1M Buy
357,570
+20,450
+6% +$2.5M 3.16% 2
2025
Q3 		$40.7M Buy
337,120
+17,346
+5% +$2.01M 3.01% 3
2025
Q2 		$35.8M Buy
319,774
+24,334
+8% +$2.52M 2.86% 4
2025
Q1 		$29.8M Buy
295,440
+135,763
+85% +$14.4M 2.62% 4
2024
Q4 		$16.9M Buy
159,677
+32,003
+25% +$3.41M 1.49% 18
2024
Q3 		$13.2M Buy
127,674
+6,769
+6% +$675K 1.18% 24
2024
Q2 		$11.9M Buy
+120,905
New +$11.4M 1.15% 24

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

Tradition Wealth Management's BBUS Position: Q2 2026 in Review

Tradition Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 4.4% in Q2 2026, buying an estimated $2.27M and bringing the position to 414,000 shares worth $55.8M. The position accounts for 3.41% of the portfolio, ranked #1.

Tradition Wealth Management first reported a position in BBUS in Q2 2024 and has held it in 9 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Tradition Wealth Management held 414,000 shares of JPMorgan BetaBuilders US Equity ETF worth $55.8M as of Q2 2026.
  • Tradition Wealth Management bought 17,359 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $2.27M.
  • JPMorgan BetaBuilders US Equity ETF made up 3.41% of Tradition Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Tradition Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.