Kowal Investment Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Kowal Investment Group’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
2024 Q3	$51.3M	Buy	+495,546	New	+$49.4M	9.44%	2

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Kowal Investment Group's BBUS Position: Q3 2024 in Review

Kowal Investment Group opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2024: 495,546 shares worth $51.3M. The stake represents 9.44% of the portfolio and ranks #2 among its holdings.

134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

Kowal Investment Group held 495,546 shares of JPMorgan BetaBuilders US Equity ETF worth $51.3M as of Q3 2024.
JPMorgan BetaBuilders US Equity ETF was a new Kowal Investment Group position in Q3 2024.
JPMorgan BetaBuilders US Equity ETF made up 9.44% of Kowal Investment Group's portfolio in Q3 2024, its #2 holding.
134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.