Vestmark Advisory Solutions’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Vestmark Advisory Solutions’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	$210M	Buy	1,796,375 +88,176	+5%	+$10.8M	2.33%	2
2025 Q4	$211M	Buy	1,708,199 +197,476	+13%	+$24.2M	2.84%	2
2025 Q3	$182M	Sell	1,510,723 -1,346,095	-47%	-$156M	3.47%	2
2025 Q2	$320M	Buy	2,856,818 +1,483,677	+108%	+$153M	4.62%	2
2025 Q1	$139M	Buy	1,373,141 +163,892	+14%	+$17.4M	3.57%	3
2024 Q4	$128M	Buy	1,209,249 +106,931	+10%	+$11.4M	4.41%	3
2024 Q3	$114M	Buy	1,102,318 +122,093	+12%	+$12.2M	4.25%	4
2024 Q2	$96.2M	Buy	980,225 +87,720	+10%	+$8.29M	4.02%	4
2024 Q1	$84.3M	Buy	892,505 +195,743	+28%	+$17.6M	3.63%	4
2023 Q4	$59.8M	Buy	696,762 +126,803	+22%	+$10.2M	3.04%	4
2023 Q3	$43.9M	Buy	569,959 +198,651	+54%	+$15.9M	3.19%	4
2023 Q2	$29.6M	Buy	371,308 +71,540	+24%	+$5.39M	1.13%	11
2023 Q1	$22M	Buy	299,768 +69,107	+30%	+$4.95M	0.95%	11
2022 Q4	$15.8M	Buy	230,661 +65,954	+40%	+$4.55M	0.77%	17
2022 Q3	$10.6M	Buy	164,707 +12,760	+8%	+$912K	0.59%	23
2022 Q2	$10.3M	Buy	151,947 +25,069	+20%	+$1.85M	0.59%	25
2022 Q1	$10.4M	Buy	126,878 +46,254	+57%	+$3.73M	0.59%	26
2021 Q4	$6.97M	Buy	80,624 +57,324	+246%	+$4.81M	0.39%	48
2021 Q3	$1.83M	Buy	23,300 +2,889	+14%	+$234K	0.12%	213
2021 Q2	$1.64M	Buy	+20,411	New	+$1.56M	0.12%	224

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vestmark Advisory Solutions's BBUS Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.2% in Q1 2026, buying an estimated $10.8M and bringing the position to 1,796,375 shares worth $210M. The position accounts for 2.33% of the portfolio, ranked #2.

Vestmark Advisory Solutions first reported a position in BBUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $320M in Q2 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Vestmark Advisory Solutions held 1,796,375 shares of JPMorgan BetaBuilders US Equity ETF worth $210M as of Q1 2026.
Vestmark Advisory Solutions bought 88,176 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $10.8M.
JPMorgan BetaBuilders US Equity ETF made up 2.33% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #2 holding.
Vestmark Advisory Solutions first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Vestmark Advisory Solutions's JPMorgan BetaBuilders US Equity ETF position peaked at $320M in Q2 2025.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.