CIBC Private Wealth Group
BBUS icon

CIBC Private Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

CIBC Private Wealth 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
2025
Q1 		– Sell
-189
Closed -$20.2K – 3101
2024
Q4 		$20.2K Buy
189
+174
+1,160% +$18.5K ﹤0.01% 2054
2024
Q3 		$1.55K Buy
+15
New +$1.5K ﹤0.01% 2847

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CIBC Private Wealth Group's BBUS Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2025, closing a stake of 189 shares — an estimated $20.2K sold.

CIBC Private Wealth Group first reported a position in BBUS in Q3 2024 and held it in 2 quarters. The position peaked at $20.2K in Q4 2024. 164 funds tracked by Wall St. Rank hold BBUS as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 189 JPMorgan BetaBuilders US Equity ETF shares in Q1 2025, an estimated $20.2K.
  • CIBC Private Wealth Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's JPMorgan BetaBuilders US Equity ETF position peaked at $20.2K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.