Lockerman Financial Group’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 | $2.96M | Sell |
26,442
-2,476
| -9% | -$277K | 3.98% | 2 |
|
|
2025
Q1 | $2.92M | Buy |
28,918
+6,349
| +28% | +$641K | 4.41% | 2 |
|
|
2024
Q4 | $2.39M | Sell |
22,569
-22
| -0.1% | -$2.33K | 4.07% | 2 |
|
|
2024
Q3 | $2.34M | Buy |
22,591
+5,989
| +36% | +$620K | 3.96% | 3 |
|
|
2024
Q2 | $1.63M | Sell |
16,602
-196
| -1% | -$19.2K | 2.95% | 5 |
|
|
2024
Q1 | $1.59M | Buy |
16,798
+2,526
| +18% | +$239K | 3.03% | 5 |
|
|
2023
Q4 | $1.23M | Buy |
14,272
+4,180
| +41% | +$359K | 2.83% | 7 |
|
|
2023
Q3 | $778K | Buy |
+10,092
| New | +$778K | 2.09% | 11 |
|