William Blair & Company
BBUS icon

William Blair & Company’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

William Blair & 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
Q1 		$38.7K Sell
330
-810
-71% -$99.3K ﹤0.01% 1722
2025
Q4 		$141K Buy
1,140
+673
+144% +$82.4K ﹤0.01% 1521
2025
Q3 		$56.3K Hold
467
– – ﹤0.01% 1626
2025
Q2 		$52.3K Buy
467
+407
+678% +$42.1K ﹤0.01% 1605
2025
Q1 		$6.05K Hold
60
– – ﹤0.01% 1741
2024
Q4 		$6.36K Hold
60
– – ﹤0.01% 1759
2024
Q3 		$6.21K Sell
60
-220
-79% -$21.9K ﹤0.01% 1777
2024
Q2 		$27.5K Sell
280
-330
-54% -$31.2K ﹤0.01% 1663
2024
Q1 		$57.6K Buy
610
+136
+29% +$12.2K ﹤0.01% 1582
2023
Q4 		$40.7K Buy
474
+434
+1,085% +$34.9K ﹤0.01% 1606
2023
Q3 		$3.08K Sell
40
-237
-86% -$19K ﹤0.01% 1757
2023
Q2 		$22.1K Buy
+277
New +$20.9K ﹤0.01% 1687

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 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 $9.02B AUM 20.58% 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

William Blair & Company's BBUS Position: Q1 2026 in Review

William Blair & Company reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 71% in Q1 2026, selling an estimated $99.3K and leaving 330 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

William Blair & Company first reported a position in BBUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $141K in Q4 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • William Blair & Company held 330 shares of JPMorgan BetaBuilders US Equity ETF worth $38.7K as of Q1 2026.
  • William Blair & Company sold 810 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $99.3K.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1722 holding.
  • William Blair & Company first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • William Blair & Company's JPMorgan BetaBuilders US Equity ETF position peaked at $141K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.