WealthPlan Investment Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

WealthPlan Investment Management’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	$405K	Sell	3,007 -2,436	-45%	-$318K	0.02%	359
2026 Q1	$638K	Hold	5,443	–	–	0.04%	271
2025 Q4	$671K	Sell	5,443 -19,839	-78%	-$2.43M	0.04%	226
2025 Q3	$3.05M	Sell	25,282 -9,291	-27%	-$1.08M	0.2%	105
2025 Q2	$3.87M	Buy	+34,573	New	+$3.58M	0.28%	95

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

WealthPlan Investment Management's BBUS Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 45% in Q2 2026, selling an estimated $318K and leaving 3,007 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #359.

WealthPlan Investment Management first reported a position in BBUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.87M in Q2 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

WealthPlan Investment Management held 3,007 shares of JPMorgan BetaBuilders US Equity ETF worth $405K as of Q2 2026.
WealthPlan Investment Management sold 2,436 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $318K.
JPMorgan BetaBuilders US Equity ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #359 holding.
WealthPlan Investment Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and has held it in 5 quarters since.
WealthPlan Investment Management's JPMorgan BetaBuilders US Equity ETF position peaked at $3.87M in Q2 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.