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CoreCap Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

CoreCap Advisors’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
Q3 		– Sell
-268
Closed -$30K – 2808
2025
Q2 		$30K Buy
268
+181
+208% +$18.7K ﹤0.01% 1459
2025
Q1 		$8.78K Hold
87
– – ﹤0.01% 1878
2024
Q4 		$9.21K Buy
+87
New +$9.27K ﹤0.01% 1803
2024
Q2 		– Sell
-21
Closed -$1.98K – 1691
2024
Q1 		$1.98K Buy
+21
New +$1.89K ﹤0.01% 2125

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CoreCap Advisors's BBUS Position: Q3 2025 in Review

CoreCap Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2025, closing a stake of 268 shares — an estimated $30K sold.

CoreCap Advisors first reported a position in BBUS in Q1 2024 and held it in 4 quarters. The position peaked at $30K in Q2 2025. 186 funds tracked by Wall St. Rank hold BBUS as of Q3 2025.

  • CoreCap Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • CoreCap Advisors sold 268 JPMorgan BetaBuilders US Equity ETF shares in Q3 2025, an estimated $30K.
  • CoreCap Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 4 quarters.
  • CoreCap Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $30K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.