Janney Montgomery Scott
BBUS icon

Janney Montgomery Scott’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Janney Montgomery Scott’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
-3,382,109
Closed -$417M – 2763
2025
Q4 		$417M Buy
3,382,109
+92,418
+3% +$11.3M 0.96% 13
2025
Q3 		$397M Buy
3,289,691
+169,203
+5% +$19.7M 0.94% 13
2025
Q2 		$349M Sell
3,120,488
-48,834
-2% -$5.05M 0.91% 15
2025
Q1 		$320M Buy
+3,169,322
New +$337M 0.91% 13
2024
Q4 		– Sell
-2,523,154
Closed -$261M – 2698
2024
Q3 		$261M Buy
2,523,154
+533,266
+27% +$53.2M 0.73% 19
2024
Q2 		$195M Buy
1,989,888
+423,207
+27% +$40M 0.6% 29
2024
Q1 		$148M Buy
1,566,681
+373,321
+31% +$33.6M 0.44% 45
2023
Q4 		$102M Buy
1,193,360
+366,502
+44% +$29.5M 0.33% 60
2023
Q3 		$63.7M Buy
826,858
+226,708
+38% +$18.2M 0.24% 87
2023
Q2 		$47.8M Buy
600,150
+175,392
+41% +$13.2M 0.17% 122
2023
Q1 		$31.2M Buy
424,758
+133,304
+46% +$9.55M 0.13% 153
2022
Q4 		$20M Buy
291,454
+99,685
+52% +$6.88M 0.08% 241
2022
Q3 		$12.3M Buy
191,769
+30,215
+19% +$2.16M 0.05% 323
2022
Q2 		$10.9M Buy
+161,554
New +$11.9M 0.05% 335

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return