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

Pineridge 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 Q3	–	Sell	-9	Closed	-$1.01K	–	469
2025 Q2	$1.01K	Buy	+9	New	+$931	﹤0.01%	479
2024 Q1	–	Sell	-57	Closed	-$4.9K	–	628
2023 Q4	$4.9K	Buy	+57	New	+$4.58K	﹤0.01%	493

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Pineridge Advisors's BBUS Position: Q3 2025 in Review

Pineridge Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2025, closing a stake of 9 shares — an estimated $1.01K sold.

Pineridge Advisors first reported a position in BBUS in Q4 2023 and held it in 2 quarters. The position peaked at $4.9K in Q4 2023. 185 funds tracked by Wall St. Rank hold BBUS as of Q3 2025.

Pineridge Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 9 JPMorgan BetaBuilders US Equity ETF shares in Q3 2025, an estimated $1.01K.
Pineridge Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and held it in 2 quarters.
Pineridge Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $4.9K in Q4 2023.
185 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.