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Moors & Cabot’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-1,986
Closed -$200K – 890
2025
Q1 		$200K Hold
1,986
– – 0.01% 790
2024
Q4 		$210K Hold
1,986
– – 0.01% 799
2024
Q3 		$206K Buy
+1,986
New +$198K 0.01% 791

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Moors & Cabot's BBUS Position: Q2 2025 in Review

Moors & Cabot sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2025, closing a stake of 1,986 shares — an estimated $200K sold.

Moors & Cabot first reported a position in BBUS in Q3 2024 and held it in 3 quarters. The position peaked at $210K in Q4 2024. 173 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

  • Moors & Cabot reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Moors & Cabot sold 1,986 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $200K.
  • Moors & Cabot first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and held it in 3 quarters.
  • Moors & Cabot's JPMorgan BetaBuilders US Equity ETF position peaked at $210K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.