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 Q3	$305K	Hold	2,217	–	–	0.01%	255
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

Drive Wealth Management Lehi, Utah $583M AUM 27.24% 1-Year Est. Return

Welch Group's BBUS Position: Q3 2026 in Review

Welch Group held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q3 2026 at 2,217 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #255.

Welch Group first reported a position in BBUS in Q4 2021 and has held it in 17 quarters since. 142 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

Welch Group held 2,217 shares of JPMorgan BetaBuilders US Equity ETF worth $305K as of Q3 2026.
Welch Group left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q3 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #255 holding.
Welch Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and has held it in 17 quarters since.
142 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.