Empower Advisory Group
BBUS icon

Empower Advisory Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Empower Advisory 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
Q2 		– Sell
-3,172
Closed -$320K – 501
2025
Q1 		$320K Buy
+3,172
New +$337K ﹤0.01% 387

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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Empower Advisory Group's BBUS Position: Q2 2025 in Review

Empower Advisory Group sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2025, closing a stake of 3,172 shares — an estimated $320K sold.

Empower Advisory Group first reported a position in BBUS in Q1 2025 and held it in 1 quarter. The position peaked at $320K in Q1 2025. 173 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

  • Empower Advisory Group reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Empower Advisory Group sold 3,172 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $320K.
  • Empower Advisory Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Empower Advisory Group's JPMorgan BetaBuilders US Equity ETF position peaked at $320K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.