Marshall Wace’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-7,059	Closed	-$790K	–	2890
2025 Q2	$790K	Buy	+7,059	New	+$730K	﹤0.01%	1949

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Marshall Wace's BBUS Position: Q3 2025 in Review

Marshall Wace sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2025, closing a stake of 7,059 shares — an estimated $790K sold.

Marshall Wace first reported a position in BBUS in Q2 2025 and held it in 1 quarter. The position peaked at $790K in Q2 2025. 186 funds tracked by Wall St. Rank hold BBUS as of Q3 2025.

Marshall Wace reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 7,059 JPMorgan BetaBuilders US Equity ETF shares in Q3 2025, an estimated $790K.
Marshall Wace first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and held it in 1 quarter.
Marshall Wace's JPMorgan BetaBuilders US Equity ETF position peaked at $790K in Q2 2025.
186 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.