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Triad Wealth Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Triad Wealth Partners’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 		$4.48M Buy
38,212
+6,690
+21% +$821K 0.35% 63
2025
Q4 		$3.89M Buy
31,522
+20,125
+177% +$2.46M 0.37% 63
2025
Q3 		$1.38M Buy
11,397
+532
+5% +$61.8K 0.18% 89
2025
Q2 		$1.22M Buy
10,865
+85
+0.8% +$8.79K 0.25% 71
2025
Q1 		$1.09M Buy
+10,780
New +$1.15M 0.34% 53

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 $2B AUM 19.19% 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

Triad Wealth Partners's BBUS Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 21% in Q1 2026, buying an estimated $821K and bringing the position to 38,212 shares worth $4.48M. The position accounts for 0.35% of the portfolio, ranked #63.

Triad Wealth Partners first reported a position in BBUS in Q1 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Triad Wealth Partners held 38,212 shares of JPMorgan BetaBuilders US Equity ETF worth $4.48M as of Q1 2026.
  • Triad Wealth Partners bought 6,690 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $821K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.35% of Triad Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.