Orion Portfolio Solutions’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Orion Portfolio Solutions’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 Q1	$12M	Sell	119,290 -10,584	-8%	-$1.13M	0.12%	154
2024 Q4	$13.8M	Buy	129,874 +2,588	+2%	+$276K	0.14%	136
2024 Q3	$13.2M	Buy	127,286 +7,245	+6%	+$723K	0.13%	156
2024 Q2	$11.8M	Buy	120,041 +9,565	+9%	+$904K	0.12%	156
2024 Q1	$10.4M	Buy	110,476 +9,355	+9%	+$841K	0.11%	187
2023 Q4	$8.67M	Sell	101,121 -1,211	-1%	-$97.3K	0.1%	198
2023 Q3	$7.89M	Buy	102,332 +19,375	+23%	+$1.55M	0.1%	207
2023 Q2	$6.61M	Buy	82,957 +21,646	+35%	+$1.63M	0.07%	265
2023 Q1	$4.51M	Buy	61,311 +18,546	+43%	+$1.33M	0.06%	302
2022 Q4	$2.93M	Sell	42,765 -23,164	-35%	-$1.6M	0.1%	141
2022 Q3	$4.24M	Buy	65,929 +5,650	+9%	+$404K	0.17%	95
2022 Q2	$4.09M	Buy	60,279 +14,178	+31%	+$1.05M	0.16%	91
2022 Q1	$3.77M	Buy	+46,101	New	+$3.72M	0.13%	101

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Orion Portfolio Solutions's BBUS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 8.1% in Q1 2025, selling an estimated $1.13M and leaving 119,290 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #154.

Orion Portfolio Solutions first reported a position in BBUS in Q1 2022 and has held it in 13 quarters since. The position peaked at $13.8M in Q4 2024. 164 funds tracked by Wall St. Rank hold BBUS as of Q1 2025.

Orion Portfolio Solutions held 119,290 shares of JPMorgan BetaBuilders US Equity ETF worth $12M as of Q1 2025.
Orion Portfolio Solutions sold 10,584 JPMorgan BetaBuilders US Equity ETF shares in Q1 2025, an estimated $1.13M.
JPMorgan BetaBuilders US Equity ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #154 holding.
Orion Portfolio Solutions first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 13 quarters since.
Orion Portfolio Solutions's JPMorgan BetaBuilders US Equity ETF position peaked at $13.8M in Q4 2024.
164 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.