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Channel Wealth’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Channel Wealth’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
2023
Q3 		– Sell
-3,332
Closed -$266K – 179
2023
Q2 		$266K Sell
3,332
-770
-19% -$58K 0.15% 143
2023
Q1 		$302K Buy
+4,102
New +$294K 0.19% 130

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 $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Channel Wealth's BBUS Position: Q3 2023 in Review

Channel Wealth sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2023, closing a stake of 3,332 shares — an estimated $266K sold.

Channel Wealth first reported a position in BBUS in Q1 2023 and held it in 2 quarters. The position peaked at $302K in Q1 2023. 85 funds tracked by Wall St. Rank hold BBUS as of Q3 2023.

  • Channel Wealth reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Channel Wealth sold 3,332 JPMorgan BetaBuilders US Equity ETF shares in Q3 2023, an estimated $266K.
  • Channel Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and held it in 2 quarters.
  • Channel Wealth's JPMorgan BetaBuilders US Equity ETF position peaked at $302K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2023.

Based on Channel Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.