IFP Advisors’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 | $3.38M | Buy |
30,219
+8,415
| +39% | +$942K | 0.1% | 231 |
|
|
2025
Q1 | $2.2M | Buy |
21,804
+69
| +0.3% | +$6.96K | 0.07% | 338 |
|
|
2024
Q4 | $2.3M | Sell |
21,735
-84
| -0.4% | -$8.9K | 0.08% | 302 |
|
|
2024
Q3 | $2.26M | Buy |
21,819
+4,119
| +23% | +$427K | 0.08% | 274 |
|
|
2024
Q2 | $1.74M | Buy |
17,700
+451
| +3% | +$44.3K | 0.07% | 296 |
|
|
2024
Q1 | $1.63M | Buy |
17,249
+2,765
| +19% | +$261K | 0.07% | 296 |
|
|
2023
Q4 | $1.24M | Buy |
+14,484
| New | +$1.24M | 0.06% | 342 |
|
|
2023
Q1 | – | Sell |
-2,330
| Closed | -$121K | – | 3442 |
|
|
2022
Q4 | $121K | Sell |
2,330
-1,045
| -31% | -$54.3K | ﹤0.01% | 1640 |
|
|
2022
Q3 | $173K | Sell |
3,375
-31
| -0.9% | -$1.59K | ﹤0.01% | 1495 |
|
|
2022
Q2 | $174K | Hold |
3,406
| – | – | 0.01% | 1348 |
|
|
2022
Q1 | $174K | Buy |
+3,406
| New | +$174K | 0.01% | 1348 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3425 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3140 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3072 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3000 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2889 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2770 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2773 |
|