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Perennial Investment Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Perennial Investment Advisors’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
-1,658
Closed -$200K – 515
2025
Q3 		$200K Buy
+1,658
New +$193K 0.02% 469

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
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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

Perennial Investment Advisors's BBUS Position: Q4 2025 in Review

Perennial Investment Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 1,658 shares — an estimated $200K sold.

Perennial Investment Advisors first reported a position in BBUS in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 216 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • Perennial Investment Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,658 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $200K.
  • Perennial Investment Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Perennial Investment Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $200K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.