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

HMV 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
2025
Q2 		– Sell
-18,551
Closed -$1.87M – 83
2025
Q1 		$1.87M Hold
18,551
– – 1.48% 21
2024
Q4 		$1.96M Buy
+18,551
New +$1.98M 1.97% 16

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 $38.8B AUM 21.88% 1-Year Est. Return

HMV Wealth Advisors's BBUS Position: Q2 2025 in Review

HMV Wealth Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2025, closing a stake of 18,551 shares — an estimated $1.87M sold.

HMV Wealth Advisors first reported a position in BBUS in Q4 2024 and held it in 2 quarters. The position peaked at $1.96M in Q4 2024. 173 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

  • HMV Wealth Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • HMV Wealth Advisors sold 18,551 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $1.87M.
  • HMV Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and held it in 2 quarters.
  • HMV Wealth Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $1.96M in Q4 2024.
  • 173 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on HMV Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.