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

Wilkerson Advisory 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
Q1 		– Sell
-56
Closed -$6.91K – 621
2025
Q4 		$6.91K Buy
+56
New +$6.85K ﹤0.01% 395

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wilkerson Advisory Group's BBUS Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 56 shares — an estimated $6.91K sold.

Wilkerson Advisory Group first reported a position in BBUS in Q4 2025 and held it in 1 quarter. The position peaked at $6.91K in Q4 2025. 221 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 56 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $6.91K.
  • Wilkerson Advisory Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's JPMorgan BetaBuilders US Equity ETF position peaked at $6.91K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.