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MHR
Matthew Hamilton Rosenberg’s
JPMorgan BetaBuilders US Equity ETF
BBUS
Stock Holding History
Matthew Hamilton Rosenberg’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
$7.74M
Buy
66,035
+2,831
+4%
+$347K
1.59%
12
2025
Q4
$7.79M
Sell
63,204
-2,460
-4%
-$301K
1.61%
12
2025
Q3
$7.92M
Buy
65,664
+1,328
+2%
+$154K
1.71%
10
2025
Q2
$7.2M
Buy
64,336
+35,275
+121%
+$3.65M
1.67%
10
2025
Q1
$2.93M
Buy
29,061
+1,630
+6%
+$173K
0.74%
19
2024
Q4
$2.91M
Buy
27,431
+2,936
+12%
+$313K
0.76%
20
2024
Q3
$2.54M
Buy
24,495
+6,766
+38%
+$675K
0.66%
24
2024
Q2
$1.74M
Buy
17,729
+1,241
+8%
+$117K
0.52%
27
2024
Q1
$1.56M
Buy
16,488
+7,384
+81%
+$664K
0.45%
30
2023
Q4
$782K
Buy
9,104
+1,279
+16%
+$103K
0.24%
44
2023
Q3
$603K
Hold
7,825
–
–
0.2%
54
2023
Q2
$624K
Sell
7,825
-4,052
-34%
-$305K
0.21%
54
2023
Q1
$873K
Hold
11,877
–
–
0.28%
47
2022
Q4
$814K
Buy
11,877
+4,679
+65%
+$323K
0.28%
51
2022
Q3
$463K
Buy
+7,198
New
+$514K
0.18%
70
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NB
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1-Year Est. Return
NMIFOAC
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$13B AUM
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1-Year Est. Return
CWM
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$2B AUM
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1-Year Est. Return
TWG
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$523M AUM
24.05%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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