WhitTier Trust Company’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

WhitTier Trust Company’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	$1.09M	Sell	8,064 -109	-1%	-$14.2K	0.02%	295
2026 Q1	$971K	Buy	8,173 +399	+5%	+$48.9K	0.02%	301
2025 Q4	$972K	Buy	7,774 +581	+8%	+$71.1K	0.02%	291
2025 Q3	$872K	Hold	7,193	–	–	0.02%	299
2025 Q2	$805K	Buy	7,193 +1,230	+21%	+$127K	0.02%	333
2025 Q1	$602K	Hold	5,963	–	–	0.02%	355
2024 Q4	$632K	Hold	5,963	–	–	0.02%	337
2024 Q3	$618K	Hold	5,963	–	–	0.02%	333
2024 Q2	$585K	Sell	5,963 -238	-4%	-$22.5K	0.02%	329
2024 Q1	$586K	Buy	6,201 +3,272	+112%	+$294K	0.02%	327
2023 Q4	$252K	Buy	+2,929	New	+$235K	0.01%	424

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

WhitTier Trust Company's BBUS Position: Q2 2026 in Review

WhitTier Trust Company reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.3% in Q2 2026, selling an estimated $14.2K and leaving 8,064 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #295.

WhitTier Trust Company first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

WhitTier Trust Company held 8,064 shares of JPMorgan BetaBuilders US Equity ETF worth $1.09M as of Q2 2026.
WhitTier Trust Company sold 109 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $14.2K.
JPMorgan BetaBuilders US Equity ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #295 holding.
WhitTier Trust Company first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.