EWA
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EverSource Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

EverSource Wealth 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
2026
Q1 		$5.89K Sell
50
-80
-62% -$9.81K ﹤0.01% 3187
2025
Q4 		$16K Hold
130
– – ﹤0.01% 2534
2025
Q3 		$15.7K Buy
130
+1
+0.8% +$116 ﹤0.01% 2533
2025
Q2 		$14.5K Hold
129
– – ﹤0.01% 2556
2025
Q1 		$13K Hold
129
– – ﹤0.01% 1957
2024
Q4 		$13.6K Buy
129
+1
+0.8% +$107 ﹤0.01% 1844
2024
Q3 		$13.3K Hold
128
– – ﹤0.01% 1709
2024
Q2 		$12.7K Buy
128
+1
+0.8% +$94 ﹤0.01% 1732
2024
Q1 		$11.5K Hold
127
– – ﹤0.01% 1614
2023
Q4 		$10.9K Buy
127
+1
+0.8% +$80 ﹤0.01% 1521
2023
Q3 		$9.75K Hold
126
– – ﹤0.01% 1430
2023
Q2 		$10K Buy
+126
New +$9.5K ﹤0.01% 1434

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return