VestGen Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

VestGen Advisors’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	$2.52M	Buy	18,676 +782	+4%	+$102K	0.07%	262
2026 Q1	$2.38M	Buy	17,894 +3,379	+23%	+$414K	0.06%	271
2025 Q4	$1.79M	Sell	14,515 -27,349	-65%	-$3.35M	0.08%	249
2025 Q3	$5.05M	Buy	41,864 +336	+0.8%	+$39K	0.17%	136
2025 Q2	$4.75M	Buy	41,528 +19,545	+89%	+$2.02M	0.19%	120
2025 Q1	$2.22M	Buy	+21,983	New	+$2.34M	0.1%	178

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

VestGen Advisors's BBUS Position: Q2 2026 in Review

VestGen Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 4.4% in Q2 2026, buying an estimated $102K and bringing the position to 18,676 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #262.

VestGen Advisors first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.05M in Q3 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

VestGen Advisors held 18,676 shares of JPMorgan BetaBuilders US Equity ETF worth $2.52M as of Q2 2026.
VestGen Advisors bought 782 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $102K.
JPMorgan BetaBuilders US Equity ETF made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #262 holding.
VestGen Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $5.05M in Q3 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.