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Williams Jones Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Williams Jones Wealth Management’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
-1,868
Closed -$230K – 514
2025
Q4 		$230K Buy
+1,868
New +$229K ﹤0.01% 455

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 22.9% 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 $540M AUM 17.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Williams Jones Wealth Management's BBUS Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 1,868 shares — an estimated $230K sold.

Williams Jones Wealth Management first reported a position in BBUS in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 222 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,868 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $230K.
  • Williams Jones Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $230K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.