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von Borstel & Associates’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

von Borstel & Associates’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
2025
Q4 		– Sell
-49,831
Closed -$6.15M – 57
2025
Q3 		$6.15M Buy
+49,831
New +$5.79M 0.94% 21

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

von Borstel & Associates's BBUS Position: Q4 2025 in Review

von Borstel & Associates sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 49,831 shares — an estimated $6.15M sold.

von Borstel & Associates first reported a position in BBUS in Q3 2025 and held it in 1 quarter. The position peaked at $6.15M in Q3 2025. 218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • von Borstel & Associates reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 49,831 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $6.15M.
  • von Borstel & Associates first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's JPMorgan BetaBuilders US Equity ETF position peaked at $6.15M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.