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Wayfinding Financial’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Wayfinding Financial’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 		$7.11M Sell
52,784
-1,299
-2% -$170K 2.69% 9
2026
Q1 		$6.34M Buy
54,083
+3,052
+6% +$374K 2.75% 9
2025
Q4 		$6.29M Buy
51,031
+1,294
+3% +$158K 2.66% 9
2025
Q3 		$6M Buy
49,737
+4,128
+9% +$479K 2.58% 9
2025
Q2 		$5.21M Sell
45,609
-1,202
-3% -$124K 2.33% 11
2025
Q1 		$4.72M Buy
46,811
+2,415
+5% +$257K 2.07% 10
2024
Q4 		$4.7M Buy
44,396
+4,097
+10% +$437K 2.51% 10
2024
Q3 		$4.17M Buy
40,299
+6,619
+20% +$660K 3.1% 11
2024
Q2 		$3.3M Buy
33,680
+2,479
+8% +$234K 1.86% 13
2024
Q1 		$2.91M Buy
31,201
+1,559
+5% +$140K 1.7% 15
2023
Q4 		$2.54M Buy
29,642
+5,455
+23% +$439K 1.73% 15
2023
Q3 		$1.86M Sell
24,187
-178
-0.7% -$14.3K 1.41% 17
2023
Q2 		$2M Buy
24,365
+583
+2% +$44K 1.39% 17
2023
Q1 		$1.75M Buy
+23,782
New +$1.7M 1.33% 17

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

Wayfinding Financial's BBUS Position: Q2 2026 in Review

Wayfinding Financial reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.4% in Q2 2026, selling an estimated $170K and leaving 52,784 shares worth $7.11M. The position accounts for 2.69% of the portfolio, ranked #9.

Wayfinding Financial first reported a position in BBUS in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Wayfinding Financial held 52,784 shares of JPMorgan BetaBuilders US Equity ETF worth $7.11M as of Q2 2026.
  • Wayfinding Financial sold 1,299 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $170K.
  • JPMorgan BetaBuilders US Equity ETF made up 2.69% of Wayfinding Financial's portfolio in Q2 2026, its #9 holding.
  • Wayfinding Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.