Welch Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Welch Group’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	$299K	Sell	2,217 -10	-0.4%	-$1.31K	0.01%	249
2026 Q1	$261K	Hold	2,227	–	–	0.01%	251
2025 Q4	$275K	Hold	2,227	–	–	0.01%	251
2025 Q3	$269K	Hold	2,227	–	–	0.01%	246
2025 Q2	$249K	Hold	2,227	–	–	0.01%	232
2025 Q1	$223K	Hold	2,227	–	–	0.01%	231
2024 Q4	$237K	Hold	2,227	–	–	0.01%	233
2024 Q3	$231K	Hold	2,227	–	–	0.01%	238
2024 Q2	$218K	Hold	2,227	–	–	0.01%	235
2024 Q1	$210K	Sell	2,227 -500	-18%	-$45K	0.01%	210
2023 Q4	$234K	Hold	2,727	–	–	0.01%	203
2023 Q3	$210K	Hold	2,727	–	–	0.01%	196
2023 Q2	$217K	Hold	2,727	–	–	0.01%	193
2023 Q1	$200K	Buy	+2,727	New	+$195K	0.01%	203
2022 Q2	–	Sell	-2,765	Closed	-$226K	–	205
2022 Q1	$226K	Hold	2,765	–	–	0.01%	193
2021 Q4	$239K	Buy	+2,765	New	+$232K	0.01%	191

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

Welch Group's BBUS Position: Q2 2026 in Review

Welch Group reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.45% in Q2 2026, selling an estimated $1.31K and leaving 2,217 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #249.

Welch Group first reported a position in BBUS in Q4 2021 and has held it in 16 quarters since. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Welch Group held 2,217 shares of JPMorgan BetaBuilders US Equity ETF worth $299K as of Q2 2026.
Welch Group sold 10 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $1.31K.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #249 holding.
Welch Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and has held it in 16 quarters since.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.