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Pinnacle Bancorp’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Pinnacle Bancorp’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
Q4 		– Sell
-113
Closed -$11.7K – 887
2024
Q3 		$11.7K Buy
+113
New +$11.3K ﹤0.01% 671

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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 $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Pinnacle Bancorp's BBUS Position: Q4 2024 in Review

Pinnacle Bancorp sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2024, closing a stake of 113 shares — an estimated $11.7K sold.

Pinnacle Bancorp first reported a position in BBUS in Q3 2024 and held it in 1 quarter. The position peaked at $11.7K in Q3 2024. 153 funds tracked by Wall St. Rank hold BBUS as of Q4 2024.

  • Pinnacle Bancorp reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Bancorp sold 113 JPMorgan BetaBuilders US Equity ETF shares in Q4 2024, an estimated $11.7K.
  • Pinnacle Bancorp first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and held it in 1 quarter.
  • Pinnacle Bancorp's JPMorgan BetaBuilders US Equity ETF position peaked at $11.7K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2024.

Based on Pinnacle Bancorp's 13F filing for Q4 2024, filed 14 Jan 2025.