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NWAM LLC’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

NWAM LLC’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
Q4 		– Sell
-13,540
Closed -$1.65M – 622
2025
Q3 		$1.65M Sell
13,540
-45
-0.3% -$5.23K 0.09% 212
2025
Q2 		$1.56M Buy
13,585
+56
+0.4% +$5.79K 0.09% 205
2025
Q1 		$1.36M Sell
13,529
-1,338
-9% -$142K 0.12% 169
2024
Q4 		$1.57M Sell
14,867
-1,173
-7% -$125K 0.1% 197
2024
Q3 		$1.66M Buy
+16,040
New +$1.6M 0.1% 193
2024
Q2 		– Sell
-11,417
Closed -$1.07M – 187
2024
Q1 		$1.07M Buy
11,417
+1,153
+11% +$104K 0.09% 211
2023
Q4 		$882K Buy
10,264
+2,005
+24% +$161K 0.07% 246
2023
Q3 		$637K Buy
8,259
+1,009
+14% +$80.8K 0.06% 258
2023
Q2 		$578K Sell
7,250
-807
-10% -$60.8K 0.05% 308
2023
Q1 		$592K Buy
8,057
+1,007
+14% +$72.2K 0.06% 244
2022
Q4 		$483K Buy
7,050
+860
+14% +$59.4K 0.04% 321
2022
Q3 		$398K Hold
6,190
– – 0.04% 337
2022
Q2 		$425K Sell
6,190
-653
-10% -$48.2K 0.04% 337
2022
Q1 		$560K Buy
+6,843
New +$551K 0.04% 308

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

NWAM LLC's BBUS Position: Q4 2025 in Review

NWAM LLC sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 13,540 shares — an estimated $1.65M sold.

NWAM LLC first reported a position in BBUS in Q1 2022 and held it in 14 quarters. The position peaked at $1.66M in Q3 2024. 218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • NWAM LLC reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 13,540 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $1.65M.
  • NWAM LLC first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and held it in 14 quarters.
  • NWAM LLC's JPMorgan BetaBuilders US Equity ETF position peaked at $1.66M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.