D.J. St. Germain’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

D.J. St. Germain’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
2024 Q3	–	Sell	-92	Closed	-$9.03K	–	779
2024 Q2	$9.03K	Buy	+92	New	+$8.69K	﹤0.01%	549

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

D.J. St. Germain's BBUS Position: Q3 2024 in Review

D.J. St. Germain sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2024, closing a stake of 92 shares — an estimated $9.03K sold.

D.J. St. Germain first reported a position in BBUS in Q2 2024 and held it in 1 quarter. The position peaked at $9.03K in Q2 2024. 134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

D.J. St. Germain reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2024 after selling out during the quarter.
D.J. St. Germain sold 92 JPMorgan BetaBuilders US Equity ETF shares in Q3 2024, an estimated $9.03K.
D.J. St. Germain first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and held it in 1 quarter.
D.J. St. Germain's JPMorgan BetaBuilders US Equity ETF position peaked at $9.03K in Q2 2024.
134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on D.J. St. Germain's 13F filing for Q3 2024, filed 18 Oct 2024.