Y-Intercept (HK)’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Y-Intercept (HK)’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	-4,032	Closed	-$497K	–	1557
2025 Q4	$497K	Sell	4,032 -812	-17%	-$99.4K	0.01%	1238
2025 Q3	$584K	Buy	+4,844	New	+$563K	0.01%	1211

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $13B AUM 17.65% 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Y-Intercept (HK)'s BBUS Position: Q1 2026 in Review

Y-Intercept (HK) sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 4,032 shares — an estimated $497K sold.

Y-Intercept (HK) first reported a position in BBUS in Q3 2025 and held it in 2 quarters. The position peaked at $584K in Q3 2025. 220 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

Y-Intercept (HK) reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 4,032 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $497K.
Y-Intercept (HK) first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and held it in 2 quarters.
Y-Intercept (HK)'s JPMorgan BetaBuilders US Equity ETF position peaked at $584K in Q3 2025.
220 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.