Family Asset Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Family Asset Management’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	$262K	Buy	2,527 +478	+23%	+$47.7K	0.16%	94
2024 Q2	$201K	Buy	2,049 +29	+1%	+$2.74K	0.13%	102
2024 Q1	$191K	Buy	2,020 +117	+6%	+$10.5K	0.12%	105
2023 Q4	$163K	Buy	1,903 +34	+2%	+$2.73K	0.11%	110
2023 Q3	$144K	Buy	1,869 +60	+3%	+$4.81K	0.11%	105
2023 Q2	$144K	Sell	1,809 -477	-21%	-$36K	0.1%	113
2023 Q1	$168K	Buy	2,286 +139	+6%	+$9.96K	0.12%	105
2022 Q4	$147K	Buy	+2,147	New	+$148K	0.12%	97

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

Family Asset Management's BBUS Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 23% in Q3 2024, buying an estimated $47.7K and bringing the position to 2,527 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #94.

Family Asset Management first reported a position in BBUS in Q4 2022 and has held it in 8 quarters since. 134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

Family Asset Management held 2,527 shares of JPMorgan BetaBuilders US Equity ETF worth $262K as of Q3 2024.
Family Asset Management bought 478 JPMorgan BetaBuilders US Equity ETF shares in Q3 2024, an estimated $47.7K.
JPMorgan BetaBuilders US Equity ETF made up 0.16% of Family Asset Management's portfolio in Q3 2024, its #94 holding.
Family Asset Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and has held it in 8 quarters since.
134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.