GeoWealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
21,595
-198
| -0.9% | -$22.2K | 0.09% | 129 |
|
|
2025
Q1 | $2.2M | Sell |
21,793
-406
| -2% | -$41K | 0.09% | 129 |
|
|
2024
Q4 | $2.35M | Sell |
22,199
-4,117
| -16% | -$436K | 0.08% | 168 |
|
|
2024
Q3 | $2.73M | Buy |
26,316
+2,362
| +10% | +$245K | 0.1% | 152 |
|
|
2024
Q2 | $2.35M | Sell |
23,954
-1,086
| -4% | -$107K | 0.1% | 139 |
|
|
2024
Q1 | $2.36M | Sell |
25,040
-10,094
| -29% | -$953K | 0.09% | 158 |
|
|
2023
Q4 | $3.02M | Sell |
35,134
-2,008
| -5% | -$172K | 0.25% | 86 |
|
|
2023
Q3 | $2.86M | Buy |
37,142
+249
| +0.7% | +$19.2K | 0.32% | 77 |
|
|
2023
Q2 | $2.94M | Buy |
+36,893
| New | +$2.94M | 0.32% | 67 |
|