Unique Wealth
BBUS icon

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
Q3 		$14.9M Buy
108,201
+2,642
+3% +$362K 1.7% 17
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

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
MN Wealth Advisors
MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Unique Wealth's BBUS Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.5% in Q3 2026, buying an estimated $362K and bringing the position to 108,201 shares worth $14.9M. The position accounts for 1.7% of the portfolio, ranked #17.

Unique Wealth first reported a position in BBUS in Q1 2026 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Unique Wealth held 108,201 shares of JPMorgan BetaBuilders US Equity ETF worth $14.9M as of Q3 2026.
  • Unique Wealth bought 2,642 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $362K.
  • JPMorgan BetaBuilders US Equity ETF made up 1.7% of Unique Wealth's portfolio in Q3 2026, its #17 holding.
  • Unique Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.