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Chicago Partners Investment Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Chicago Partners Investment Group’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
2020
Q1 		– Sell
-5,418
Closed -$340K – 357
2019
Q4 		$340K Hold
5,418
– – 0.04% 258
2019
Q3 		$293K Hold
5,418
– – 0.04% 267
2019
Q2 		$291K Buy
+5,418
New +$281K 0.04% 263

Other funds holding BBUS

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Chicago Partners Investment Group's BBUS Position: Q1 2020 in Review

Chicago Partners Investment Group sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2020, closing a stake of 5,418 shares — an estimated $340K sold.

Chicago Partners Investment Group first reported a position in BBUS in Q2 2019 and held it in 3 quarters. The position peaked at $340K in Q4 2019. 10 funds tracked by Wall St. Rank hold BBUS as of Q1 2020.

  • Chicago Partners Investment Group reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Chicago Partners Investment Group sold 5,418 JPMorgan BetaBuilders US Equity ETF shares in Q1 2020, an estimated $340K.
  • Chicago Partners Investment Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2019 and held it in 3 quarters.
  • Chicago Partners Investment Group's JPMorgan BetaBuilders US Equity ETF position peaked at $340K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2020.

Based on Chicago Partners Investment Group's 13F filing for Q1 2020, filed 22 Apr 2020.