HI
BBUS icon

Hoey Investments’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Hoey Investments’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 		– Sell
-204
Closed -$25.2K – 423
2025
Q4 		$25.2K Buy
+204
New +$25K ﹤0.01% 198

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hoey Investments's BBUS Position: Q1 2026 in Review

Hoey Investments sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2026, closing a stake of 204 shares — an estimated $25.2K sold.

Hoey Investments first reported a position in BBUS in Q4 2025 and held it in 1 quarter. The position peaked at $25.2K in Q4 2025. 222 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Hoey Investments reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Hoey Investments sold 204 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $25.2K.
  • Hoey Investments first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Hoey Investments's JPMorgan BetaBuilders US Equity ETF position peaked at $25.2K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.