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Triumph Capital Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Triumph Capital 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 		$13.5K Hold
100
– – ﹤0.01% 1071
2026
Q1 		$11.7K Hold
100
– – ﹤0.01% 1065
2025
Q4 		$12.3K Buy
+100
New +$12.2K ﹤0.01% 1012

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

Triumph Capital Management's BBUS Position: Q2 2026 in Review

Triumph Capital Management held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 100 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Triumph Capital Management first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Triumph Capital Management held 100 shares of JPMorgan BetaBuilders US Equity ETF worth $13.5K as of Q2 2026.
  • Triumph Capital Management left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1071 holding.
  • Triumph Capital Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.