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 Q3	$451K	Buy	+3,281	New	+$450K	0.01%	1315
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

Drive Wealth Management Lehi, Utah $583M AUM 27.24% 1-Year Est. Return

Y-Intercept (HK)'s BBUS Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2026: 3,281 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in BBUS as recently as Q4 2025.

Y-Intercept (HK) first reported a position in BBUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $584K in Q3 2025. 148 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

Y-Intercept (HK) held 3,281 shares of JPMorgan BetaBuilders US Equity ETF worth $451K as of Q3 2026.
JPMorgan BetaBuilders US Equity ETF was a new Y-Intercept (HK) position in Q3 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1315 holding.
Y-Intercept (HK) first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and has held it in 3 quarters since.
Y-Intercept (HK)'s JPMorgan BetaBuilders US Equity ETF position peaked at $584K in Q3 2025.
148 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.