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Vision Retirement’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Vision Retirement’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 		$21.7K Hold
161
– – 0.01% 335
2026
Q1 		$18.9K Sell
161
-131
-45% -$16.1K 0.01% 333
2025
Q4 		$36K Buy
+292
New +$35.7K 0.01% 270

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

Vision Retirement's BBUS Position: Q2 2026 in Review

Vision Retirement held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 161 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #335.

Vision Retirement first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $36K in Q4 2025. 219 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Vision Retirement held 161 shares of JPMorgan BetaBuilders US Equity ETF worth $21.7K as of Q2 2026.
  • Vision Retirement left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #335 holding.
  • Vision Retirement first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's JPMorgan BetaBuilders US Equity ETF position peaked at $36K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.