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Principia Wealth Advisory’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Principia Wealth Advisory’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
Q1 		– Sell
-383
Closed -$40.6K – 862
2024
Q4 		$40.6K Buy
+383
New +$40.8K 0.04% 86

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Principia Wealth Advisory's BBUS Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2025, closing a stake of 383 shares — an estimated $40.6K sold.

Principia Wealth Advisory first reported a position in BBUS in Q4 2024 and held it in 1 quarter. The position peaked at $40.6K in Q4 2024. 164 funds tracked by Wall St. Rank hold BBUS as of Q1 2025.

  • Principia Wealth Advisory reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 383 JPMorgan BetaBuilders US Equity ETF shares in Q1 2025, an estimated $40.6K.
  • Principia Wealth Advisory first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's JPMorgan BetaBuilders US Equity ETF position peaked at $40.6K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.