Raymond James Financial Services Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Raymond James Financial Services 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
2024 Q3	$23.9M	Buy	230,419 +114,808	+99%	+$11.5M	0.03%	479
2024 Q2	$11.3M	Buy	115,611 +105,534	+1,047%	+$9.97M	0.02%	766
2024 Q1	$952K	Sell	10,077 -42	-0.4%	-$3.78K	﹤0.01%	2099
2023 Q4	$869K	Buy	+10,119	New	+$813K	﹤0.01%	2070

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $424B AUM 22.96% 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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's BBUS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 99% in Q3 2024, buying an estimated $11.5M and bringing the position to 230,419 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #479.

Raymond James Financial Services Advisors first reported a position in BBUS in Q4 2023 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

Raymond James Financial Services Advisors held 230,419 shares of JPMorgan BetaBuilders US Equity ETF worth $23.9M as of Q3 2024.
Raymond James Financial Services Advisors bought 114,808 JPMorgan BetaBuilders US Equity ETF shares in Q3 2024, an estimated $11.5M.
JPMorgan BetaBuilders US Equity ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #479 holding.
Raymond James Financial Services Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.