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Penserra Capital Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Penserra Capital Management’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
2024
Q2 		– Sell
-82
Closed -$7K – 1257
2024
Q1 		$7K Buy
+82
New +$7.38K ﹤0.01% 945

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
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Penserra Capital Management's BBUS Position: Q2 2024 in Review

Penserra Capital Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2024, closing a stake of 82 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in BBUS in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 123 funds tracked by Wall St. Rank hold BBUS as of Q2 2024.

  • Penserra Capital Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 82 JPMorgan BetaBuilders US Equity ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Penserra Capital Management's JPMorgan BetaBuilders US Equity ETF position peaked at $7K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.