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Raymond James & Associates’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Raymond James & Associates’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
Q3 		$1.38M Buy
13,348
+5,309
+66% +$530K ﹤0.01% 2472
2024
Q2 		$789K Sell
8,039
-154
-2% -$14.5K ﹤0.01% 2786
2024
Q1 		$774K Buy
+8,193
New +$737K ﹤0.01% 2767

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
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
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James & Associates's BBUS Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 66% in Q3 2024, buying an estimated $530K and bringing the position to 13,348 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Raymond James & Associates first reported a position in BBUS in Q1 2024 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

  • Raymond James & Associates held 13,348 shares of JPMorgan BetaBuilders US Equity ETF worth $1.38M as of Q3 2024.
  • Raymond James & Associates bought 5,309 JPMorgan BetaBuilders US Equity ETF shares in Q3 2024, an estimated $530K.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2472 holding.
  • Raymond James & Associates first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.