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

Unique Wealth’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 		$14.2M Buy
105,559
+40,086
+61% +$5.24M 1.66% 17
2026
Q1 		$7.67M Buy
+65,473
New +$8.03M 1.06% 24

Other funds holding BBUS

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Unique Wealth's BBUS Position: Q2 2026 in Review

Unique Wealth increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 61% in Q2 2026, buying an estimated $5.24M and bringing the position to 105,559 shares worth $14.2M. The position accounts for 1.66% of the portfolio, ranked #17.

Unique Wealth first reported a position in BBUS in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Unique Wealth held 105,559 shares of JPMorgan BetaBuilders US Equity ETF worth $14.2M as of Q2 2026.
  • Unique Wealth bought 40,086 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $5.24M.
  • JPMorgan BetaBuilders US Equity ETF made up 1.66% of Unique Wealth's portfolio in Q2 2026, its #17 holding.
  • Unique Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.