Herold Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $202K | Hold |
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|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $270K | Buy |
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