Perigon Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45M | Buy |
402,511
+2,049
| +0.5% | +$229K | 1.05% | 12 |
|
|
2025
Q1 | $40.4M | Buy |
400,462
+2,864
| +0.7% | +$289K | 1.04% | 13 |
|
|
2024
Q4 | $42.6M | Buy |
397,598
+31,503
| +9% | +$3.37M | 1.05% | 13 |
|
|
2024
Q3 | $37.9M | Buy |
366,095
+33,043
| +10% | +$3.42M | 1% | 14 |
|
|
2024
Q2 | $32.7M | Buy |
333,052
+26,737
| +9% | +$2.62M | 0.95% | 16 |
|
|
2024
Q1 | $28.9M | Buy |
+306,315
| New | +$28.9M | 0.88% | 18 |
|