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WealthShield Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

WealthShield Partners’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 		– Sell
-388
Closed -$45.5K – 401
2026
Q1 		$45.5K Hold
388
– – 0.01% 453
2025
Q4 		$47.8K Hold
388
– – 0.01% 436
2025
Q3 		$46.8K Hold
388
– – 0.01% 433
2025
Q2 		$43.4K Hold
388
– – 0.01% 429
2025
Q1 		$39.1K Hold
388
– – 0.01% 423
2024
Q4 		$41.1K Hold
388
– – 0.01% 388
2024
Q3 		$40.2K Hold
388
– – 0.01% 392
2024
Q2 		$38.1K Hold
388
– – 0.01% 365
2024
Q1 		$36.6K Buy
+388
New +$34.9K 0.01% 359

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

WealthShield Partners's BBUS Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 388 shares — an estimated $45.5K sold.

WealthShield Partners first reported a position in BBUS in Q1 2024 and held it in 9 quarters. The position peaked at $47.8K in Q4 2025. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • WealthShield Partners reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 388 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $45.5K.
  • WealthShield Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 9 quarters.
  • WealthShield Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $47.8K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.